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Transcript: Luis Berruga, Global X ETFs

The Big Picture

Conviction, so we look at, you know, whether or not a specific theme is something that we have a high degree of conviction that will be a trend, that will definitely have an impact in the economy over the next two or three decades. I mean, I always say it depends on the economies or the scale of the business that you are considering.

Clients 162
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Global Leaders Investment Letter: August 2022

Brown Advisory

As economies decouple and deglobalise, prior “just-in-time” firms will move to “just-in-case” inventory, so it won’t be surprising to see RoICs come down without an offset in either asset turns or profit margins as they carry more robust inventory levels. In the period 2010 to 2014 there was a boom in energy capex particularly into U.S.

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Elevating The "G" In ESG

Brown Advisory

Conversely, failures can have a devastating effect on a company , our economy , and society more broadly. Today’s governance landscape is heavily influenced by the two biggest financial shocks of the 21st century: The breakdowns in governance and ethics at Enron and Worldcom in the early 2000s triggered meaningful change.

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Transcript: Antti Ilmanen

The Big Picture

Following the financial crisis and the Fed cutting rates, economy and the market starts recovering in late 2009 and then 2010 and we kept hearing from a lot of different value corners, hey, everything is richly priced. And then, most importantly, I do love his ethical antenna and his kind of truth-telling obsession that he has.

Investing 130
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The Better Letter: Working Hypothesis

The Better Letter

drove the creation of a European economy based on trade. inspired by the Protestant work ethic, transformed commerce. was a process of change from a largely agrarian and handicraft world economy to one dominated by industry and machine manufacturing. During the Middle Ages, a commercial revolution ( circa 1200ff.)

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The Materiality of The "S" In ESG

Brown Advisory

We believe an investment approach that seeks to avoid the destruction of nations is wise from a moral perspective, as well as from a financial perspective given the interrelatedness of the global economy. AI Ethics: Our engagements focused on responsible AI Ethics and data privacy are aligned with our prioritization of anti-racism.

Ethics 52
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The Materiality of The "S" In ESG

Brown Advisory

We believe an investment approach that seeks to avoid the destruction of nations is wise from a moral perspective, as well as from a financial perspective given the interrelatedness of the global economy. AI Ethics: Our engagements focused on responsible AI Ethics and data privacy are aligned with our prioritization of anti-racism.

Ethics 52