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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. I thought this conversation was absolutely fascinating and I think you will also, with no further ado, Goldman Sachs asset managements Elizabeth Burton. That sounds great, but I only have spots in my portfolio for a Cape Cod.

Assets 140
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Rude Awakening

Brown Advisory

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Consider this scenario: An economy is shrinking, government debt is ballooning and emigration is eroding the workforce. By Taylor Graff, CFA, Asset Allocation Analyst.

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Shadow Consumption

Brown Advisory

economy is in its sixth year of expansion, the housing market is strengthening, initial claims for unemployment insurance have hit a 41-year low, and yet there is one group that seems noticeably absent from the party: the consumer. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst.

Food 52
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Europe's Slow Climb

Brown Advisory

Europe’s economy has picked up steam even with Ukraine battling Russian-backed insurgents and Greece narrowly dodging an exit from the eurozone. Greater consumption has sped growth in the eurozone’s four largest economies—Germany, France, Italy and Spain. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. this year from 0.8%

Economy 40
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Investment Perspectives | Cool Change

Brown Advisory

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Technology has also enabled analysts, portfolio managers and traders to improve their productivity.

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Investment Perspectives | Cool Change

Brown Advisory

As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. Nate Silver, 2012.

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Investment Perspectives | Bubbles II

Brown Advisory

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. Diversification Should Help.