Brown Advisory

SEPTEMBER 6, 2022

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.

Investing 52

Investing Investments Insurance Ethics 52

Brown Advisory

MAY 10, 2022

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.

Government 52

Government Investing Investments Clients 52

Brown Advisory

JULY 7, 2020

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

Ethics Investing Investments Government 52

Brown Advisory

JULY 7, 2020

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

Ethics Investing Investments Government 52

The Big Picture

DECEMBER 6, 2022

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 154

Clients Investing Investments Management 154

The Big Picture

DECEMBER 14, 2022

Kathleen has been with Blackstone since 2010. MCCARTHY: I’d back up actually a little bit further in thinking about how did I get there, because I don’t think it was very obvious actually that I would come out of Yale with an ethics, politics and economics degree — RITHOLTZ: Perfect really, right? RITHOLTZ: Right.

Assets 154

Assets Investing Investments Portfolio 154

Aleph

MARCH 25, 2023

Seems that safety improvements reversed around 2010. Do we really want payment networks to be ethics guardians? Mar 25, 2023 The crisis that claimed Credit Suisse and SVB heralds a new chapter for financial capitalism [link] The errors of monetary policy compound, creating a debt-ridden unstable economy.

Banking 59

Banking Risk Management Government Accounting 59