2014 Asset Allocation Taxes Valuation 
Brown Advisory
MAY 31, 2017
EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. is not particularly notable.
Brown Advisory
MAY 31, 2017
Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Nonetheless, the disparity is a key factor in our decisions about how to allocate capital between the two regions. is much clearer.
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Dear Mr. Market
MARCH 17, 2024
EOG is poised to breakout and trades at bargain valuation of about nine times earnings (relative to the S&P at 23 times earnings and a touch under the overall energy sector of 12 times earnings). That said, it loses early in round one simply due to us believing it’s close to full valuation and due for a breather.
Brown Advisory
SEPTEMBER 3, 2015
Investors had snapped up Puerto Rican debt because of high yields and exemption from federal, state and local taxes in the U.S. Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. By Taylor Graff, CFA, Asset Allocation Analyst. Dream or Opportunity?
Brown Advisory
MARCH 30, 2020
Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Federal Reserve’s steep rate cuts in March, bond yields broadly rose due to widespread sales of fixed income assets. 10/15/2014 10-Yr U.S.
Brown Advisory
MARCH 30, 2020
Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Federal Reserve’s steep rate cuts in March, bond yields broadly rose due to widespread sales of fixed income assets. 10/15/2014. Despite the U.S.
Brown Advisory
JUNE 21, 2017
A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. Reasons for this tendency are varied. In short, every situation is different.
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