Brown Advisory

APRIL 1, 2015

economy following the financial crisis. By keeping short-term interest rates at effectively zero since 2008, the Fed has prompted investors to reach for incremental returns by buying risk assets, including stocks, high-yielding or longer-dated bonds, real estate, private equity, etc. An index constituent must also be considered a U.S.

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Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” of Standard Deviations 5/6/2010 S&P 500 Index -6.9 Essentially, liquidity refers to how quickly an investment can be turned into cash. Treasuries -15.0

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Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Liquidity, like many concepts in the investment world, is simple on the surface but becomes far more complex when one examines it more deeply. S&P 500 Index.

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The Big Picture

SEPTEMBER 19, 2023

It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs. And they took it out of their asset allocation in favor of other strategies. 00:26:07 [Speaker Changed] No.

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Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. Additionally, the Australian economy has not experienced a recession since 1991.

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Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. Additionally, the Australian economy has not experienced a recession since 1991.

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The Big Picture

NOVEMBER 8, 2022

And he did — when I met him, let’s say in 2010, he acknowledged that they’ve got things wrong. Now, not too long ago, just before the pre-pandemic period, like late 2010s, they kind of came out when Dow first crossed 36,000. Jeremy called and said, “Would you like to join the asset allocation team?”

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Truemind Capital

JANUARY 22, 2024

“IT mein deadly scope hai” “Gaon mein production badh raha hai toh rural economy mein bhi growth hoga” “Internet ki demand badh rahi hai toh internet companies ke stocks mein bhi growth hogi” Most of us have seen the wonderful ads by Smallcase advocating investing based on future growth prospects.

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The Big Picture

AUGUST 20, 2024

There’s a continual, the economy continues to grow. 00:26:24 [Speaker Changed] Given that, what are the risks to the US economy and to the markets from too much passive investments flowing into equities. We saw a decrease in industrial production and we saw a broad deterioration in terms of the economy. It goes so far.

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The Big Picture

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. middle market is the third largest economy in the world. PE, at that point, was really just developing in the middle market.

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The Big Picture

JULY 11, 2023

And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. JOHNSON: But now the domestic economy is growing so well that there’s a lot of excitement.

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The Better Letter

JANUARY 26, 2024

In The Next Great Bubble Boom: How to Profit from the Greatest Boom in History: 2006-2010 , published in January 2006, Dent doubled down on his earlier predictions for the 2000s and called for big gains through the rest of the decade. who became a professor at the University of Michigan before setting up his own asset management firm.

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The Big Picture

MARCH 26, 2024

He wasn’t tactical asset allocator. It’s about long-term planning and strategic asset allocation and, and just understanding how markets work and how behavior comes into the mix. He is just, he’s just bearish all the time. It wasn’t the case. Versus more of the day traders, the wing it kind.

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The Big Picture

JUNE 3, 2024

And so I worked a lot on the asset allocation side. Again, as I said, we’ve worked in asset allocation. And the thing I remember is that the day we launched that total return fund at Double On, it was actually April 6th of, of 2010, Flash crash was May 10th, I think. And so it’s not just me.

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The Big Picture

JANUARY 31, 2023

And few do it better than Neil does in terms of putting together a global view of what’s happening in the economy, what’s happening around the world, what’s happening with the Fed, and what’s happening with the stock market. DUTTA: Well, I think you just have to go back to the initial reopening of the economy, right?

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