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Market Commentary: Better Times May Be Ahead Despite the Market’s Reaction to the Last Fed Meeting of the Year

Carson Wealth

Lastly, the full year was negative in 1994 and 2015 after no Santa. For one thing, PCE inflation is elevated right now because of lagging shelter data and financial services (thanks to portfolio management services inflation driven by higher stock prices). This is quite confounding.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

And there were multiple iterations before personal advisor, personal advisor, which we launched in 2015. So I think we, we had a couple of goes at it before we perfected what I had the really the privilege to lead in 2015. That’s the offer you just referenced. Well over 350 billion now, serving hundreds of thousands of clients.

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What Does the Relative Performance of Equal Weight S&P500 Mean?

The Big Picture

Desmond loved to ask professional portfolio managers “What percentage of stocks would you expect would be making new highs at the top day of the bull market when the Dow Jones was making its absolute high?” He noted that markets get increasingly narrow by cap size (capitalization) as longer secular bull markets approach their ends.

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The Advisory | June 2015

Brown Advisory

The Advisory | June 2015. Wed, 06/03/2015 - 10:14. Fixed Income: Bonds help portfolios despite Fed policy shifts Expanding Horizons. By Mick Dillon, Portfolio Manager, Global Leaders Strategy. Portfolio Strategy: Culling 4,000 stocks worldwide to find global leaders. Shifting Gears.

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Equity Beat: In Consideration of the Macro

Brown Advisory

To tackle these kinds of questions, our portfolio managers—who, as noted, generally focus on bottom-up fundamental research—have developed a variety of methods and perspectives for “bringing the macro” into their decisions. Factset® is a registered trademark of Factset Research Systems, Inc.

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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

managers focused on environmental, social and governance (ESG) factors and the 13.6% We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.

Food 52
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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

managers focused on environmental, social and governance (ESG) factors and the 13.6% We bought shares in WhiteWave in December 2015, in recognition of the healthy-living category of foods moving mainstream. When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors.

Food 52