Brown Advisory

DECEMBER 2, 2015

Through conservative, bottom-up analysis, we are taking advantage of current market dynamics to buy attractively priced debt in companies with solid revenues and limited vulnerability to an economic downturn. Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3%

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. Currencies: Our analysis shows that between 1978 and 2014, currency movement explained 50% of the U.S.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. Currencies: Our analysis shows that between 1978 and 2014, currency movement explained 50% of the U.S.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

SEPTEMBER 3, 2015

War and financial turmoil— the bane of Europe’s economic well-being last century—are currently veiling a rebound in regional growth and unanticipated vigor among European companies. in 2014, according to the International Monetary Fund (IMF). Economic recoveries usually feature a surge in consumption as employment and wages rebound.

Economy 40

Economy Economics Asset Allocation Clients 40

Brown Advisory

SEPTEMBER 3, 2015

million in 2006, inhibiting demand and economic growth, according to the Krueger report. Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. Economic recoveries usually feature a surge in consumption as employment and wages rebound. million from about 3.8

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 22, 2017

The methods for doing this involve very large data sets that build broad, hypothetical portfolios and back-test them over long periods of time to determine correlations that may define systematic, or beta, risk factors. The Journal of Portfolio Management 40(2): 18-29. Resource and Energy Economics 41:103-121. Douglas, E.,

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 22, 2017

The methods for doing this involve very large data sets that build broad, hypothetical portfolios and back-test them over long periods of time to determine correlations that may define systematic, or beta, risk factors. The Journal of Portfolio Management 40(2): 18-29. Resource and Energy Economics 41:103-121. References.

Portfolio 52

Portfolio Investing Investments Management 52

The Big Picture

OCTOBER 31, 2023

We entered the liquid alts market with hedge funds back in 1994, and we entered the private market in 2014 with my product in late stage growth. And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996.

Management 152

Management Investing Investments Portfolio 152

Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. The five years ended December 31, 2014 ranked in the top 35 of 139 observations—first quartile, but just barely.

Investing 52

Investing Investments Valuation Assets 52

Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Manager Characteristics. Investment Perspectives - The Great Debate. Wed, 06/21/2017 - 12:35.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

SEPTEMBER 11, 2016

Investors Facing Rising Risks Need Solid Defense, Savvy Offense achen Mon, 09/12/2016 - 02:00 As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. France and Germany. small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. Innovation and dynamism are alive and well despite several years of low economic growth. Mon, 09/12/2016 - 02:00. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

OCTOBER 1, 2015

The government reported a 7% expansion in gross domestic product for the first half of the year, and wages are rising at about 10%—not exactly a picture of economic disaster. Finally, Beijing has seen confidence in its economic management erode following its failed efforts to arrest a tailspin in the country’s boom-and-bust stock markets.

Investing 52

Investing Investments Economy Government 52

Brown Advisory

DECEMBER 2, 2015

From 2012 until 2014, the MSCI All Country World Index annually rose by an average of 14.1%. We believe this group of alternative assets to be less vulnerable than stocks to the risk of flagging economic growth, and less vulnerable than bonds to rising interest rates. in 2014, according to the IMF. this year, 0.3

Economy 52

Economy Taxes Clients Assets 52

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. And you do a lot of work with infinity [Barry Ritholtz] : 00:03:29 [Speaker Changed] And then economics, which is a little bit squishier.

Investing 130

Investing Investments Clients Management 130

The Irrelevant Investor

JULY 19, 2016

On the economic side there is no denying that the more financial predictions you make the more business you do and the more commissions you get. I first met Wes Gray, CEO/CIO of Alpha Architect in late 2014 and remember thinking, holy s**t, this guy rules. Fred Schwed Jr., That, we all know, is not the right way to act at all.

Investing 52

Investing Investments Asset Allocation Assets 52

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. HOFFMAN: So obviously, I’ve — you know, economically minded from the jump.

Retail 130

Retail Government Economy Economics 130

The Big Picture

FEBRUARY 12, 2024

And at that point, I decided what I really wanted to do was be a PhD in economics. I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job.

Management 282

Management Investing Investments Economy 282