Brown Advisory

NOVEMBER 12, 2019

Investors who were active in the late 1980s will recall that asset prices in Japan reached extreme levels as money poured into the country from all over the world, propelled by extraordinary economic growth. Using the financial crisis as a case in point, the U.S. financial markets, to be a global leader for more than a century.

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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.

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Investing Caffeine

FEBRUARY 1, 2022

As I have discussed numerous times in the past, money goes where it is treated best, which is why interest rates, cash flows, and valuations play such a key role in ultimately determining long-term values across all asset classes. This notion rings especially true when it comes to finance and investing.

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Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Meanwhile, the market must accommodate trading for a large and growing pool of securities; there are about 4,000 publicly traded U.S.

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Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Meanwhile, the market must accommodate trading for a large and growing pool of securities; there are about 4,000 publicly traded U.S.

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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.

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Truemind Capital

OCTOBER 17, 2023

Equity markets are at a very interesting juncture where the market participants have not been able to ascertain the future outlook of the US and world economy (with a bias for positive outcomes). The current fiscal deficit of the US Government is expected to be 7% in the current financial year, which is multi-decade high.

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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. And I had a professor give me a little sort of hint. It wasn’t the case.

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