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September 2016 Insights on Markets and Investments

Brown Advisory

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.

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September 2016 Insights on Markets and Investments

Brown Advisory

September 2016 Insights on Markets and Investments. 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.

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Private Credit Outshines Many High-Valuation Stocks, Bonds

Brown Advisory

Private Credit Outshines Many High-Valuation Stocks, Bonds. Mon, 09/12/2016 - 05:00. The market for private credit is a growing alternative to traditional fixed income. We recently invested in Crescent Mezzanine Partners VII, a 2016 vintage fund. Take private credit, for example. billion in 2006, according to Preqin.

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Fundamental Analysis of Mufin Green Finance – Financials & More

Trade Brains

In this article, we will conduct a fundamental analysis of Mufin Green Finance and learn more about the company and its financials. Mufin Green Finance Ltd Company Overview Established in 2016, Mufin Green Finance emerged as a prominent NBFC specializing in electric vehicle (EV) loans aimed at generating income.

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In Too Deep? The Risks From Sub-Zero Rates

Brown Advisory

Thu, 06/02/2016 - 12:58. They should exercise caution when reaching for yield—valuations of some high-dividend, low-growth stocks already look excessive in our view. We cannot predict with certainty the ultimate impact of negative rates on the economy or financial markets. In Too Deep? The Risks From Sub-Zero Rates.

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Midyear Planning Tools for 2016

Brown Advisory

Midyear Planning Tools for 2016. Thu, 06/16/2016 - 15:22. As we write this letter, financial markets are grappling with plenty of controversy and uncertainty, from the aftershocks of the dramatic fall in oil prices, to the potential impact of a British exit from the EU, to the implications of the pending U.S.

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Global Leaders Strategy Investment Letter: August 2023

Brown Advisory

At the margin, the factors can be a tailwind as experienced in 2017 and 2018 or a headwind as seen in 2016 and 2022, but when we look at attribution over the past three years in the chart below it shows over 100% of the strategy’s alpha came from individual investment selection or stock-picking as the factors combined were a net negative drag.