Brown Advisory

FEBRUARY 14, 2023

For a corporation, human capital is crucial to its ability to innovate and to mitigate against operational disruptions, just as it is key to a country’s ability to grow and develop economically. For example, social factors are focused on human capital and the ability of a country to increase economic competitiveness through its citizens.

Government 52

Government Investing Investments Economics 52

Brown Advisory

SEPTEMBER 22, 2017

The methods for doing this involve very large data sets that build broad, hypothetical portfolios and back-test them over long periods of time to determine correlations that may define systematic, or beta, risk factors. 84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009).

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

The methods for doing this involve very large data sets that build broad, hypothetical portfolios and back-test them over long periods of time to determine correlations that may define systematic, or beta, risk factors. 84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009).

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

OCTOBER 22, 2021

For a corporation, human capital is crucial to its ability to innovate and to mitigate against operational disruptions, just as it is key to a country’s ability to grow and develop economically. We evaluate each sovereign on key ESG factors that we believe can affect political stability, promote economic growth and drive progress on the U.N.

Government 52

Government Education Economics Investing 52

Brown Advisory

OCTOBER 22, 2021

Our sustainable investing philosophy and process were developed in-house and are supported by a robust team of ESG research analysts, portfolio managers and other dedicated professionals. ESG risks and sustainable opportunities ultimately have an impact on a country’s potential for economic growth and political stability.

Government 52

Government Education Economics Investing 52

Workable Wealth

JUNE 24, 2020

We experienced the largest bull market run in history from 2009 to March 11, 2020. How did these animals become an economic metaphor for market health? Unlike the DOW which tracks 30 stocks, the S&P 500 tracks 500 stocks across all economic sectors. The rise precedes another 20% drop. Introducing Market Indexes.

Investing 52

Investing Investments Marketing Marketing 52

Brown Advisory

SEPTEMBER 3, 2015

War and financial turmoil— the bane of Europe’s economic well-being last century—are currently veiling a rebound in regional growth and unanticipated vigor among European companies. Morgan began tracking this data in 2009. That is the highest level since quarterly data collection began in 2009. . Exceeding Expectations.

Economy 40

Economy Economics Asset Allocation Clients 40

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Therefore, it is essential that we structure client portfolios to be tax efficient. We cannot control the first two forces.

Taxes 52

Taxes Clients Estate Planning Compliance 52

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

Asset Allocation 52

Asset Allocation Commission Portfolio Distribution 52

The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. So I leave the Bureau of Labor Statistics and I move into economic consulting. NORTON: Right.

Portfolio 130

Portfolio Management Assets Investing 130

Brown Advisory

APRIL 1, 2015

Almost exactly five years ago, we wrote a piece entitled Bubbles, which discussed the sharp rally in stocks from the lows of early 2009 and the risks of the growing federal deficit that resulted from government bail-outs and fiscal stimulus during the financial crisis. Investment Perspectives | Bubbles II. Wed, 04/01/2015 - 16:48.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

APRIL 1, 2016

At the risk of oversimplification, it seemed like most of the economic debate during the post-crisis period centered on two main concerns: the strength and durability of the U.S. Slower growth in China, fear of an eventual hard landing and concern that China’s leaders are divided over economic policy. Multiple Risks.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Reasons for this tendency are varied.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Manager Characteristics. Investment Perspectives - The Great Debate. Wed, 06/21/2017 - 12:35. Reasons for this tendency are varied.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

SEPTEMBER 11, 2016

Investors Facing Rising Risks Need Solid Defense, Savvy Offense achen Mon, 09/12/2016 - 02:00 As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. France and Germany. small-cap stocks.

Economics 52

Economics Economy Communication Clients 52

Brown Advisory

SEPTEMBER 11, 2016

As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. Innovation and dynamism are alive and well despite several years of low economic growth. Mon, 09/12/2016 - 02:00. versus 1.9

Economics 52

Economics Economy Communication Clients 52

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. And you do a lot of work with infinity [Barry Ritholtz] : 00:03:29 [Speaker Changed] And then economics, which is a little bit squishier.

Investing 130

Investing Investments Clients Management 130

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. You know, we do the typical stuff, market economic outlooks and research there, product research. in June of 2009.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

Brown Advisory

DECEMBER 2, 2015

We believe this group of alternative assets to be less vulnerable than stocks to the risk of flagging economic growth, and less vulnerable than bonds to rising interest rates. Since 2009, we have identified eight opportunities to shift portfolio allocations to capitalize on a determined upside/downside mismatch. this year, 0.3

Economy 52

Economy Taxes Clients Assets 52

The Big Picture

SEPTEMBER 26, 2023

Not, not terribly busy in 2007 to be honest, but in 2008, 2009, 10, it was by far the busiest time in my career in investing. So you have almost a doubling of the interest coupon paid by some of these businesses against the backdrop of c ovid 19 inflation and some of the economic pressures that come with, with those factors.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. I was like talking through with him how the fund economics worked and what the upside was. So I think those are the things that push me there.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

MARCH 14, 2023

You get a BA in Economics from Hamilton College. So obvious question, it’s 1990, technology is about to explode, how do you help a value manager short of saying, psst, go buy growth? So what we did was we figured out the economic rationale, the macroeconomic influences about why growth and value work at any point in time.

Economy 152

Economy Investing Investments Portfolio 152

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. Some famous periods of reversals in market, the most famous spring of 2009 when we came off the GFC. Program didn’t feel right.

Valuation 161

Valuation Investing Investments Numbers 161

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Retail 130

Retail Government Economy Economics 130

The Big Picture

JULY 19, 2022

You began as a central bank portfolio manager in Finland. And when I was studying in university economics, I did not really get the passion. So, that relationship actually already started when I was a portfolio manager, right? Let’s start just by talking about your career. ILMANEN: Yes. RITHOLTZ: Right.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

APRIL 11, 2023

And the second was, of course, the Warren Buffett story that came out the same week, where he essentially called people who post buybacks, you know, economically illiterate. And again, some history, until 2009 or ‘10, Warren Buffett actually spoke out against buybacks. I mean, strong words for Buffett. RITHOLTZ: He was not a fan.

Valuation 286

Valuation Education Government Numbers 286

The Big Picture

DECEMBER 20, 2022

And I’ll just, you know, go back to, like, I remember Argentina 2009 and meeting with the Finance Minister who not only didn’t know, finance, but didn’t know how to do a debt restructuring. And again, it depends on whether you’re talking about from a political economic perspective, from a GDP perspective.

Banking 152

Banking Assets Government Investing 152