Brown Advisory

SEPTEMBER 19, 2023

In the industrials space, we have refrained from investing in deeply cyclical commoditized businesses and see resilience in companies that typically benefit from a meaningful after-market component or subscription-like revenues from maintenance or service contracts, e.g. Others such as U.S.

Portfolio

Brown Advisory

SEPTEMBER 19, 2023

In the industrials space, we have refrained from investing in deeply cyclical commoditized businesses and see resilience in companies that typically benefit from a meaningful after-market component or subscription-like revenues from maintenance or service contracts, e.g. Others such as U.S.

Portfolio

Brown Advisory

SEPTEMBER 21, 2022

In the industrials space, we tend to shy away from deeply cyclical commoditized businesses and see resilience in companies that typically benefit from a meaningful after-market component or subscription-like revenues from maintenance or service contracts, e.g. Others such as U.S. 4 Source: FactSet® and Brown Advisory calculations.

Portfolio

Brown Advisory

SEPTEMBER 21, 2022

In the industrials space, we tend to shy away from deeply cyclical commoditized businesses and see resilience in companies that typically benefit from a meaningful after-market component or subscription-like revenues from maintenance or service contracts, e.g. Others such as U.S. 4 Source: FactSet® and Brown Advisory calculations.

Portfolio

The Big Picture

AUGUST 20, 2024

We ended up buying, this is one of the wonderful things about financial markets and degrees of completeness. There’s a continual, the economy continues to grow. The average mom and pop investor throws money into the market on a regular basis and takes money out of the market when it’s needed for other purposes.

Assets

The Big Picture

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. Simple answer, demographics.

Marketing

Carson Wealth

NOVEMBER 14, 2023

has the world’s deepest and most liquid financial markets, thanks to the following: The size of the U.S. economy The strength of the U.S. making up just about 25% of the world economy, about 60% of global foreign currency reserves are denominated in USD. That’s up from 56% in 2012. It’s not just the Chinese.

Economy

Brown Advisory

JUNE 16, 2016

As we write this letter, financial markets are grappling with plenty of controversy and uncertainty, from the aftershocks of the dramatic fall in oil prices, to the potential impact of a British exit from the EU, to the implications of the pending U.S. Midyear Planning Tools for 2016. Thu, 06/16/2016 - 15:22. Presidential election.

Planning

The Better Letter

JANUARY 19, 2023

More importantly, perhaps, the past 12 months have marked a generational shift for financial markets as the Fed repeatedly raised interest rates to try to contain the worst inflation in four decades. economy, the world’s largest, have not been without consequences, far and wide. The economy grew at an average pace of 2.1

Banking

The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Banking

The Better Letter

JANUARY 12, 2023

trillion into the economy in addition to the $4.1 In 1998, the then-future Nobel laureate Paul Krugman made a remarkable and erroneous prediction : “By 2005 or so, it will become clear that the Internet’s impact on the economy has been no greater than the fax machine’s.” Inflation was already hot.

Economy

The Big Picture

MAY 21, 2024

But then, you know, just in, I think it was 2012 coming out of the financial crisis, you know, after, after one round of QE Europe was in a, you know, a recession, everybody was depressed, 00:15:33 [Speaker Changed] Brexit, grexit, it was all happening. I mean, if you think about just how much this number changes over time.

Numbers

The Big Picture

DECEMBER 26, 2023

I mean, I’m sure it’s changing as days go by, but for me, I mean, we’re, we’re, you know, using mathematics quantitative methods to identify and spot trends and patterns in the financial markets. It’s either 2012 or 16. We made comparisons with the Eurozone crisis in 2012, very similar to that.

Marketing

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. And so I worked with him until 2012. RITHOLTZ: So how did you end up at RenMac?

Economics