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Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook

Bell Investment Advisors

But the slides are also available upon request after the webinar is over. Slide 2: Webinar Overview 00:56 Laurent Harrison: So what are we going to be covering today? They are lagging a bit, over 13% year to date, again as of June 16. 03:25 What’s interesting is when we look at other types of stocks or categories of stocks.

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Global Leaders Strategy Annual Investment Review: January 2023

Brown Advisory

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the first half of 2022 was better than any CFA programme or MBA course on valuation.

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Transcript: Graeme Forster, Orbis Investments

The Big Picture

Barry Ritholtz] : 00:03:06 [Speaker Changed] Apparently it, it’s, I just assumed if it’s infinite, it’s infinite. Graham Foster] : 00:06:01 [Speaker Changed] It’s the same thing, right? That’s the $2 that the lottery is worth for me. Graham Foster] : 00:13:48 [Speaker Changed] A hundred percent.

Investing 130
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Hearing, Seeing and Thinking: March 2023

Brown Advisory

Hearing, Seeing and Thinking: March 2023 jharrison Mon, 03/27/2023 - 14:06 Jump to: What we're hearing | The Bridge | What we're seeing | What we're thinking Download PDF > Welcome to our latest edition of Hearing, Seeing, Thinking (HST). 13 March 2023). Source: SVB Financial Group, Annual Reports 2017-2022.

Banking 90
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Transcript: Rick Rieder

The Big Picture

You know, then by the way, it wasn’t like the crises ended between 1990 and the recession on the S&L dynamics. By the way, it’s interesting that ’02, you know, why didn’t it happen in ’06? They should have started tightening ’06 and we should have had the recalibration in ’06. Huge stimulus goes in.

Economy 141
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Transcript: Armen Panossian

The Big Picture

Hey, fast forward 15 years, and now these guys are doing the same thing in 2022 when, when fixed income is down by by double digits, and there’s a little bit of panic in that space. 00:06:15 And I was fortunate to find a seat in that group and invested, you know, very steadily in, in 2007. Yeah, every day, every week.

Banking 130
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Transcript: Liz Ann Sonders, Schwab

The Big Picture

00:06:10 [Speaker Changed] I didn’t have one. But to be perfectly honest, i I I, I just decided to, to study a couple different areas that were very broad brush because I, I didn’t know what I wanted to do when I graduated 00:06:32 [Speaker Changed] International relations. What was the original career plan?

Investing 141