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.

Investing 52

Investing Investments Valuation Assets 52

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.

Management 215

Management Investing Investments Assets 215

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.

Investing 52

Investing Investments Clients Portfolio Management 52

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.

Investing 52

Investing Investments Clients Portfolio Management 52

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.

Assets 143

Assets Management Portfolio Investing 143

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.

Assets 103

Assets Valuation Management Investing 103

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?”

Banking 143

Banking Valuation Economy Investing 143

Brown Advisory

MARCH 13, 2018

With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. On that question, the economy is sending somewhat mixed signals. Technical factors also contributed to the swift decline in stocks.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. On that question, the economy is sending somewhat mixed signals. Technical factors also contributed to the swift decline in stocks.

Investing 52

Investing Investments Economy Assets 52

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … obviously, the United States, the global economy. And so, when you think of the area that I was very passionate about in derivatives, there’s a natural understanding just by growing up in an economy like that, that interest rate risk matters. Like lives are completely changed across …. RITHOLTZ: Right. risk matters.

Clients 290

Clients Wealth Management Investing Investments 290

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.

Investing 143

Investing Investments Marketing Marketing 143

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.

Banking 143

Banking Management Investing Investments 143

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?

Economics 143

Economics Economy Marketing Marketing 143