Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

Investing 52

Investing Investments Asset Allocation Marketing 52

Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. Mon, 09/12/2016 - 01:00. By Meera Patel, CFA, Director of Private Equity Fund Research and Jane Korhonen, CFA, Portfolio Manager ? Alternative Investments Proposed Tax Law Changes Prompt Estate Planning Review.

Investing 52

Investing Investments Asset Allocation Marketing 52

Brown Advisory

DECEMBER 2, 2015

Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3% But at the same time, with 5% of high-yield bonds selling at distressed levels, we see a market indication that corporate bankruptcies may rise in 2016. expansion will end in 2016. yield of the 10-year Treasury bond.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

SEPTEMBER 3, 2015

But with Congress facing its own fiscal challenges and a national election scheduled for November 2016, betting on a lawmaker rescue does not appear to be an especially promising investment. The hazards of appropriation bonds underscore the value of a bottom-up approach to building a municipal bond portfolio. Europe's Slow Climb.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 3, 2015

in 2016, according to the IMF. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Such protection can be a cornerstone for sound estate planning. The ratio for the 19 countries in the eurozone rose to 93% at the end of the first quarter from 92% at the end of 2014, according to the European Union. Rude Awakening.

Economy 40

Economy Economics Asset Allocation Clients 40

Brown Advisory

DECEMBER 2, 2015

Turbulence in various stock markets will probably persist in 2016 as global growth slows because of weakness in emerging economies including China, a leading engine for the world economy during the past decade. Heading into 2016, these trends show no sign of fading. By Mark Kodenski, Private Client Portfolio Manager.

Economy 52

Economy Taxes Clients Assets 52

The Big Picture

JULY 17, 2023

Elon Musk’s Twitter isn’t fun; Twitter’s swan song (maybe) ( Young Money ) • Tortoise Estate Planning—One Chore of Having a Pet That Lives 100 Years : More people are putting their desert tortoises, and other long-living animals, in their wills. Slate ) see also Does Threads Pose an Existential Threat to Twitter?

Estate Planning 130

Estate Planning Advertising Sales Portfolio Management 130