Brown Advisory

AUGUST 1, 2018

Even as the “E” (earnings) component of the P/E ratio has increased in 2018 thanks to the strong economy and tax cuts, the “P” (price) component has moved up more, and valuations have risen perceptibly. Because of this, bonds have produced positive returns since 2013—a period in which interest rates have broadly doubled.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Even as the “E” (earnings) component of the P/E ratio has increased in 2018 thanks to the strong economy and tax cuts, the “P” (price) component has moved up more, and valuations have risen perceptibly. Because of this, bonds have produced positive returns since 2013—a period in which interest rates have broadly doubled.

Management 52

Management Investing Investments Valuation 52

Truemind Capital

OCTOBER 22, 2021

Here is the simple economic logic – if the rate of money printing is higher than the rate of production of goods and services in an economy, the prices will increase. All the economies are getting affected by a sharp rise in inflation. Remember the taper tantrum of 2013?

Marketing 52

Marketing Marketing Banking Economics 52

Brown Advisory

OCTOBER 4, 2021

This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

The Big Picture

NOVEMBER 8, 2022

Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. And GMO was still sitting on a massive emerging market position in the asset allocation team. CHANCELLOR: Well, I said no initially. CHANCELLOR: Yes.

Banking 144

Banking Valuation Economy Investing 144

The Better Letter

JANUARY 26, 2024

In June 2017, Dent predicted a “ once in a lifetime ” crash in the stock market, the economy, and in real estate over the following three years. 2013 : “[S]tock returns prospectively are very low.” Dent got a big market decline in 2020, but because of Covid, not for any of the reasons he cited. percent higher.

Assets 107

Assets Valuation Marketing Marketing 107

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. So my firm launched in 2013 with very little money. He is just, he’s just bearish all the time. TD was our custodian.

Marketing 144

Marketing Marketing Investing Investments 144

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 144

Economics Economy Marketing Marketing 144

The Big Picture

JULY 7, 2025

Financial Times ) • China snaps up mines around the world in rush to secure resources : Dealmaking hits highest level since 2013 as groups seek raw materials that underpin global economy. Previously, she was Head of Thematic Strategy and PM for the Global Allocation Fund at BlackRock.

Asset Allocation 144

Asset Allocation Wealth Management Financial Advisor Manufacturing 144