Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:10. Europe’s economy has picked up steam even with Ukraine battling Russian-backed insurgents and Greece narrowly dodging an exit from the eurozone. Greater consumption has sped growth in the eurozone’s four largest economies—Germany, France, Italy and Spain. Europe's Slow Climb. this year from 0.8%

Economy 40

Economy Economics Asset Allocation Clients 40

Truemind Capital

APRIL 19, 2024

Here are some of the popular themes and the risks associated with them: Falling Interest Rates : There has been earnest demand by market participants to cut interest rates in the US and other developed economies on the back of falling inflation rates. One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:10. As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Consider this scenario: An economy is shrinking, government debt is ballooning and emigration is eroding the workforce. By Taylor Graff, CFA, Asset Allocation Analyst.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 10:29. We also find it helpful to regularly check in on the investment portfolio to ensure that performance, asset allocation and specific assets align with a family’s goals. By Taylor Graff, CFA, Asset Allocation Analyst. Ensuring Legacies Last. Diamonds In The Rough.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 12:50. By Taylor Graff, CFA, Asset Allocation Analyst. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. Anchoring Expectations. Diamonds In The Rough. By Tom Graff, CFA, Head of Fixed Income.

Taxes 52

Taxes Clients Estate Planning Compliance 52

Brown Advisory

SEPTEMBER 1, 2015

Tue, 09/01/2015 - 11:30. economy is in its sixth year of expansion, the housing market is strengthening, initial claims for unemployment insurance have hit a 41-year low, and yet there is one group that seems noticeably absent from the party: the consumer. By Taylor Graff, CFA, Asset Allocation Analyst. Current U.S.

Food 52

Food Portfolio Management Sales Strategic Planning 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. The S&P 500 ® Index is now priced at about 17 times forward 12 months’ estimated earnings. Using the 10-year U.S.

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. The S&P 500 ® Index is now priced at about 17 times forward 12 months’ estimated earnings. Using the 10-year U.S. Risks in Bonds.

Management 52

Management Investing Investments Valuation 52

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.” 3/18/2015 U.S. 8/24/2015 S&P 500 Index -5.0 Essentially, liquidity refers to how quickly an investment can be turned into cash. Treasuries -15.0

Management 52

Management Marketing Marketing Clients 52

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.” 8/24/2015. Liquidity, like many concepts in the investment world, is simple on the surface but becomes far more complex when one examines it more deeply.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

APRIL 1, 2015

Wed, 04/01/2015 - 16:48. economy following the financial crisis. By keeping short-term interest rates at effectively zero since 2008, the Fed has prompted investors to reach for incremental returns by buying risk assets, including stocks, high-yielding or longer-dated bonds, real estate, private equity, etc.

Investing 52

Investing Investments Valuation Assets 52

James Hendries

JUNE 20, 2023

As the economy is likely downshifting, investors should take heed that the Federal Reserve’s (Fed) current stance is eerily similar to early 2007. During that time, the Fed held a tightening bias since they believed the housing market was stabilizing, the economy would continue to expand, and inflation risks remained.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

JANUARY 13, 2023

The expectation was predicated on the view that inflation pressures would ease as global economies recalibrated to a post-pandemic environment. economy to avoid recession, and support above-average valuations. And on the asset allocation side, the team’s preference for value stocks throughout the year turned out to be a win.

Marketing 52

Marketing Marketing Valuation Asset Allocation 52

Brown Advisory

NOVEMBER 29, 2016

Charitable giving to foundations in 2015 shrank 3.8% stocks since early 2015 has also constricted funding. Indeed, compared with 1995, investors in 2015 needed to take on nearly three times more potential volatility in order to achieve a 7.5% Reassess asset allocation. from the previous year to $42.3

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 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 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. 2015 : “Exit now.” .” The Dow closed at 23,327 a couple of years later – the end of 2018 – and has not dropped below 19,000 since the prediction.

Assets 103

Assets Valuation Management Investing 103

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:11. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. By Taylor Graff, CFA, Asset Allocation Analyst.

Estate Planning 52

Estate Planning Assets Distribution Compliance 52

The Big Picture

MARCH 26, 2024

It was 2015. He wasn’t tactical asset allocator. And I remember when you first, when we, when we spoke last time, 2015, I 00:27:41 [Speaker Changed] Think I had 00:27:42 [Speaker Changed] Just started, 00:27:43 [Speaker Changed] Just joined Twitter Yeah. In 00:27:45 [Speaker Changed] 2015. You were great.

Investing 143

Investing Investments Marketing Marketing 143

The Big Picture

APRIL 4, 2023

And we brought them a plan that, you know, I think, was very similar to what the banks were doing at the time, which was providing financing to private equity-owned companies, huge area of growth in the economy. middle market is the third largest economy in the world. PE, at that point, was really just developing in the middle market.

Banking 143

Banking Management Investing Investments 143

The Big Picture

JUNE 20, 2023

Or should this be kept out of private asset allocators’ hands? ” RITHOLTZ: And you had the Gates study in, what, 2015, saying the same thing? An economy does better if the most people are prosperous, right? MORGENSON: This is a really, really crucial question for the whole private equity industry.

Insurance 143

Insurance Healthcare Retail Medicine 143

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. But, yeah, I mean, you know, we started that account maybe in 2015. You were at Merrill.

Economics 143

Economics Economy Marketing Marketing 143