Brown Advisory

NOVEMBER 12, 2019

On the other hand, based on the normal relationship of earnings multiples to interest rates, stocks are meaningfully undervalued relative to bonds and appear to be one of the few asset classes offering the prospect of inflation-beating returns. Using the financial crisis as a case in point, the U.S. response was swift and decisive.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

JUNE 3, 2015

Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. stocks and fixed income securities will probably languish when the central bank begins to withdraw record stimulus. stocks after trimming exposure to U.S. Without a Script. Impact on U.S.

Valuation 52

Valuation Economy Banking Economics 52

Investing Caffeine

JULY 5, 2023

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in NVDA, AAPL, and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in CAVA, SVV, or anyother security referenced in this article. Subscribe Here to view all monthly articles.

Accounting 52

Accounting CFP Investing Investments 52

Investing Caffeine

APRIL 1, 2022

At Sidoxia , we are determined to objectively stick to the facts and migrate investments to the areas of the market that provide the best risk-reward opportunities to our clients, based on their unique objectives and constraints. Subscribe on the right side of the page for the complete text.

Economy 59

Economy Economics Valuation Investing 59

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. Source: BLOOMBERG Source: Federal Reserve Bank of New York.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the liquidity crunch in various segments of the market in the wake of the coronavirus outbreak. Liquidity in Public Markets: A Decade of Decline.

Management 52

Management Marketing Marketing Clients 52

Investing Caffeine

FEBRUARY 1, 2022

If bond yields climb significantly to the point where returns are more competitive with stocks, I will likely be buying significantly more bonds for me and my Sidoxia ( www.sidoxia.com ) clients. Fed Jitters. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2022).

Math 52

Math Assets Investing Investments 52

The Big Picture

MARCH 5, 2024

It was 16 hour days and it was six or seven days a week, but you really got to learn the financial markets there. So they’d give individual asset allocation to people and they’d go invest their money. And so I remember back, back in 2005 when we first started, you know, we think about the banks.

Banking 143

Banking Portfolio Assets Investing 143

The Irrelevant Investor

JULY 19, 2016

Smith taught me how much the market, and even more so the investor, are influenced by psychology. Here he is, from his 1967 classic: A stock is for all practical purposes, a piece of paper that sits in a bank vault. Wes has a great take on superior returns; "Sustainable alpha requires sustainable clients."

Investing 52

Investing Investments Asset Allocation Assets 52

The Big Picture

JUNE 13, 2023

I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president. You went to school in Paris, but you began your career in London at Merrill and Deutsche Bank. I joined, effectively, Deutsche Bank. I think we learned a lot.

Banking 143

Banking Assets Investing Investments 143

The Big Picture

MARCH 26, 2024

I mean, he was essentially market timer, for a lack of a a better word. He wasn’t tactical asset allocator. 00:11:43 [Speaker Changed] And one of the more rare successful market times 00:11:47 [Speaker Changed] Unbelievably successful. I might have interacted in some form with several hundred clients.

Investing 143

Investing Investments Marketing Marketing 143

Investing Caffeine

NOVEMBER 1, 2023

and other Western allies may retaliate and escalate tensions in the region, which would unlikely be received well by the financial markets. stocks) when money effectively earned 0% in the bank and close-to-0% in many fixed income securities (i.e., Subscribe Here to view all monthly articles.

Marketing 52

Marketing Marketing Economics Accounting 52

The Big Picture

JANUARY 31, 2023

And so at that point, I was kind of scrambling and I was, like, I need to get into the financial industry because I’m in New York, I have a passion for finance. So a lot of the investment banking analysts had already lined up their gig. DUTTA: We sort of cleared out our banking system. But it was kind of late. DUTTA: Yes.

Economics 143

Economics Economy Marketing Marketing 143

Investing Caffeine

FEBRUARY 1, 2024

When it comes to the financial markets, money continues to go where it is treated best. Sure, we have no shortage of problems or challenges, but where else are you going to put your life savings? This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (February 1, 2024).

Government 52

Government CFP Investing Investments 52