Remove 2014 Remove Economy Remove Financial Services Remove Taxes
article thumbnail

Healthy Returns: Sustainable Investing in the Health Care Sector

Brown Advisory

SECTOR BACKDROP The importance of the health care sector to both society and the global economy is undeniable. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100) Source: Bloomberg. But our criteria often lead us to specific areas of the economy where businesses are less subject to exogenous risk. 31, 2019. (We

article thumbnail

Healthy Returns: Sustainable Investing in the Health Care Sector

Brown Advisory

The importance of the health care sector to both society and the global economy is undeniable. Account vs. Russell 1000 Growth Index 9/30/2014–9/30/2019 (Index=100). But our criteria often lead us to specific areas of the economy where businesses are less subject to exogenous risk. SECTOR BACKDROP. 31, 2019. (We

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks

Brown Advisory

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. Further, we see room for the European economy to grow. But it is a meaningful change worthy of discussion after a long period of time.

article thumbnail

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks

Brown Advisory

We have a number of reasons for our renewed comfort level: Improving economy: The weakness of Europe’s macroeconomic outlook in recent years was one of the primary red flags we saw for European stocks. Further, we see room for the European economy to grow. But it is a meaningful change worthy of discussion after a long period of time.

article thumbnail

Managing Liquidity in the Coronavirus Market

Brown Advisory

Municipal bonds sold off to the point that their tax-free yields rose substantially higher than the taxable yields of other bonds of similar duration and quality. 10/15/2014 10-Yr U.S. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure.

article thumbnail

Managing Liquidity in the Coronavirus Market

Brown Advisory

Municipal bonds sold off to the point that their tax-free yields rose substantially higher than the taxable yields of other bonds of similar duration and quality. 10/15/2014. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure.

article thumbnail

Investment Perspectives - The Great Debate

Brown Advisory

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. The S&P 500® Index represents the large-cap segment of the U.S.