Remove 09 04 interest-rates
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Bell Webinar: 2022 Market Review & 2023 Outlook

Bell Investment Advisors

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. Then, I’m going to be discussing inflation and interest rates and how those affect the value of your investments. Thanks for joining me. My name is Ryan Kelley.

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The Equity Beat: Can the Swift Economy Remain on Stage?

Brown Advisory

bgregorio Wed, 09/13/2023 - 04:16 In August, superstar singer and entertainer Taylor Swift completed the first leg of her Eras tour in Los Angeles, performing 52 dates through 20 U.S. billion at the box office) in 2023. However, that’s back when mortgage rates were sub-4%! cities over the past few months.

Economy 98
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Transcript: Tom Hancock, GMO

The Big Picture

Morningstar five star gold rated. Just really, really interesting. If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. 00:04:41 [Speaker Changed] Back in the nineties.

Valuation 130
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

So 00:04:02 [Speaker Changed] That was kind of a meandering path a little bit. 00:04:50 My, my father had worked with public pensions and he said this is a pretty good place to be in finance if you wanna raise kids. 00:09:07 [Speaker Changed] I think sometimes, but I, you could also take that and apply it to a company, right?

Assets 143
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Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook

Bell Investment Advisors

We’ll certainly touch upon interest rates and Fed policies since that’s been a popular topic over the last 18 months. 01:14 We’ll then move into what’s going on with U.S. So at one point markets were expecting the short-term Fed Funds policy rate to top out at 4.5%. 05:04 Laurent Harrison: Great.

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Transcript: Graeme Forster, Orbis Investments

The Big Picture

Barry Ritholtz] : 00:04:18 [Speaker Changed] Hmm. Graham Foster] : 00:04:32 [Speaker Changed] Yeah, I mean, academia should be meritocratic, So it’s a little more political than that. Interesting from the sense that luck or uncertainty play a big role. And that’s interesting.

Investing 130
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Transcript: David Snyderman, Magnetar Capital

The Big Picture

00:00:09 [Speaker Changed] This is Masters in business with Barry Ritholtz on Bloomberg Radio. I found this conversation to be fascinating, and even though we kinda wander off into the weeds of private credit, it’s so informative and so interesting. Huh, 00:03:07 [Speaker Changed] Interesting. David Snyderman.

Banking 143