Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy.

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Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy.

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Brown Advisory

AUGUST 1, 2018

From an economic perspective, growth in the U.S. Cycles have yet to be eradicated from the economic landscape. equity market’s gain since early 2017 has been concentrated in a relatively small number of sectors and specific stocks. Just to be clear, this is not a sudden or abrupt shift in our thinking. In the U.S.,

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Brown Advisory

AUGUST 1, 2018

From an economic perspective, growth in the U.S. Cycles have yet to be eradicated from the economic landscape. equity market’s gain since early 2017 has been concentrated in a relatively small number of sectors and specific stocks. Just to be clear, this is not a sudden or abrupt shift in our thinking. Incremental Equity Risks.

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James Hendries

JUNE 20, 2023

That’s not suggesting another 2008 is coming, but rather highlights how fast the economic environment can change. Along with the statement, the Committee updated the Summary of Economic Projections (SEP), which is arguably more important than the brief monetary policy statement.

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Brown Advisory

MARCH 13, 2018

Further, 2017 overall was extraordinary for its lack of market volatility; the S&P 500 Index rose steadily throughout the year without so much as a 3% pullback—a first in the Index’s long history. For most of 2017, the VIX was exceptionally depressed, signaling that investors expected very little volatility in prices.

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Brown Advisory

MARCH 13, 2018

Further, 2017 overall was extraordinary for its lack of market volatility; the S&P 500 Index rose steadily throughout the year without so much as a 3% pullback—a first in the Index’s long history. For most of 2017, the VIX was exceptionally depressed, signaling that investors expected very little volatility in prices.

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Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance.

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Brown Advisory

SEPTEMBER 22, 2017

Fri, 09/22/2017 - 12:58. While these efforts are valuable – they may eventually lead to well-defined ESG factors that resonate with economic principles – it is easy to forget that they cannot prove whether "ESG investing" can be a source of market-independent returns, or alpha. ESG and the Stock-­Picker’s Dilemma. References.

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Brown Advisory

FEBRUARY 15, 2019

Later in the year, markets became anxious about other topics, such as a potential economic slowdown, a new level of dysfunction in Washington (including unusual executive challenges to the Fed's independence and an extended partial government shutdown), and escalating trade disputes between the U.S. equity exposure. and Canada.

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Dear Mr. Market

JANUARY 25, 2022

There never was a more docile and boring year than 2017. Our article that we linked to above followed the least volatile year in the history of the stock market. Read that sentence again if you must but for some context just let it sink in. Not one single month was down and there was zero volatility. Then… all hell broke loose in 2018.

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Brown Advisory

NOVEMBER 20, 2018

Multiple Risks Stock prices, the skeptics say, have not reflected the reality of rising economic and political risks. While current economic conditions in the U.S. On one level, this approach sounds simple: Own multiple asset classes or securities so that some perform favorably, while others may be under pressure.

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Brown Advisory

NOVEMBER 20, 2018

Stock prices, the skeptics say, have not reflected the reality of rising economic and political risks. While current economic conditions in the U.S. Deficit spending, resulting in part from the late 2017 tax reform legislation, is adding to the national debt at a rapid pace that will only worsen as interest rates climb.

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Brown Advisory

JUNE 21, 2017

Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. In short, every situation is different.

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Brown Advisory

JUNE 21, 2017

Wed, 06/21/2017 - 12:35. Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. Investment Perspectives - The Great Debate. In short, every situation is different.

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The Big Picture

JULY 1, 2025

Bachelor’s in economics and a BS in computer science from Wellesley in Boston and then an MBA from Harvard Business School. So it was Pascal then c plus plus, and then I took an economics class and that’s when the lights went off because it was a very mathematical field in many ways, but also with a link to the Rio economy.

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Dear Mr. Market

MARCH 17, 2024

We still like Energy this year and that is especially so with it being one of the most beaten down economic sectors from 2023. If you are comfortable with swings of Bitcoin at $19k in 2017, $4k in 2018, $11k in 2019, $5k in 2020, $58k in 2021, $37k in 2022, $21k in 2023, and now $66k today…by all means hold it!

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The Big Picture

AUGUST 20, 2024

In that trade on a monthly basis, when you run that full strength, it gives the dynamics of something like the XIV, which rose 600% in 2017, right? And so the institutional space, or most asset selectors, asset allocators are gonna look for managers that are trying to add value. Now my observation was twofold.

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The Big Picture

JUNE 13, 2023

But I would add, we had just gone public at the time, 2017. So that was in 2017, we went public on Euronext Paris. RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there. So I think we’ve now entered a period where we have to swallow this whole mispriced, over-levered assets out there.

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Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

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Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time. Fri, 02/03/2017 - 14:19. With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

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The Big Picture

MARCH 26, 2024

And it’s funny ’cause that was a pandemic purchase, a very inexpensive 2017 Panama four s, which everybody walked away. You get a BA in economics and poli sci from the University of Delaware. He wasn’t tactical asset allocator. So literally I made a left, right into them. Well, not in college, no.

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The Big Picture

MAY 21, 2024

I know you like to discuss there are different phases of the, of the, both the market and the economic cycle. I mean, we had a global pandemic, a complete shutdown of global economic activity. Think about what, how we were, we were geared in 2017, 2018, 1920. 00:52:12 [Speaker Changed] Exactly.

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The Big Picture

NOVEMBER 25, 2024

There’s very few, I would argue probably no consistent predictors of, of any sort of economic or market cyclicality. Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with. It’s a bit of a mouthful.

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The Big Picture

JANUARY 31, 2023

Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. I found this to be just an absolutely fascinating discussion about how to best contextualize the world of economic data around you, in a way that’s useful for you as an investor. With no further ado, RenMac’s Neil Dutta.

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