Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. From an economic perspective, growth in the U.S. Cycles have yet to be eradicated from the economic landscape. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning. From an economic perspective, growth in the U.S. Cycles have yet to be eradicated from the economic landscape. Adding risk to portfolios at this stage in the economic cycle does not seem like a prudent strategy to us.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 19, 2022

CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up mhannan Fri, 08/19/2022 - 10:50 From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. As always, we welcome your thoughts, feedback and questions. Rodrigo is now available.

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Marketing Marketing Investing Investments 52

Brown Advisory

OCTOBER 11, 2022

In this episode of CIO Perspectives, Keith Stone, Erika Pagel and Sid Ahl discuss some of the most notable market developments in recent weeks and how they are positioning portfolios accordingly. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure.

Marketing 52

Marketing Marketing Investing Investments 52

WiserAdvisor

APRIL 12, 2024

The law of diminishing returns, an economic theory, also suggests that after reaching an optimal level of capacity, adding more clients may lead to smaller increases in efficiency. In financial services, this translates to diminishing returns in client service quality as the client base expands.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Brown Advisory

NOVEMBER 12, 2019

could fall victim to long-term economic stagnation, similar to the fate that befell Japan starting in the 1990s. Japan’s GDP had grown by an average of more than 5% per year from 1950 to 1989—a true post-War economic miracle. As important, however, is the contrast in how the two countries have dealt with financial or economic crises.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

could fall victim to long-term economic stagnation, similar to the fate that befell Japan starting in the 1990s. 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.

Investing 52

Investing Investments Assets Economics 52

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. In non-U.S.

Valuation 52

Valuation Clients Portfolio Government 52

Truemind Capital

APRIL 19, 2024

The major laggards were FMCG (down 6%), IT (down 2%) and financial services (down 2%). Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles. Therefore, we maintain our underweight position to equity (check the Model Portfolio Current asset allocation below).

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

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. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. Tariff Recap The U.S. or Chinese GDP.

Economy 52

Economy Portfolio Clients Sales 52

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. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. Tariff Recap. or Chinese GDP.

Economy 52

Economy Portfolio Clients Sales 52

The Big Picture

MARCH 5, 2024

So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. So I saw many companies then taxed and financial services. And the second, and this is very credit specific, was when you own a credit portfolio, your short volatility.

Banking 143

Banking Portfolio Assets Investing 143

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.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

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. Portfolios with greater active share could be said to reflect more independent thinking on the part of the managers.

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. So she wants her portfolio managed that way.

Management 215

Management Investing Investments Assets 215

Carson Wealth

JUNE 12, 2023

Carson’s leading economic index indicates the economy is not in a recession. Our Leading Economic Index (LEI) Says the Economy is Not in a Recession We have long believed the economy can avoid a recession this year, as we wrote in our 2023 outlook. It was developed a decade ago and is a key input into our asset allocation decisions.

Marketing 52

Marketing Marketing Economy Manufacturing 52

Brown Advisory

MARCH 30, 2018

While February’s volatility did not materially change our asset allocation views, it reinforced to us the importance of a comprehensive discussion about how we think about risk and how we manage it. We then use medium-term scenario analysis to weigh pros and cons in each asset class and settle on a desired target allocation for each.

Asset Allocation 52

Asset Allocation Portfolio Assets Valuation 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. But as you said, at Soros, it was all about big macro bets.

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Assets Management Portfolio Marketing 164

The Irrelevant Investor

JULY 19, 2016

On the economic side there is no denying that the more financial predictions you make the more business you do and the more commissions you get. A large swath of the financial services industry would love to have you believe in their magic. He taught me that asset allocation matters. Fred Schwed Jr.,

Investing 52

Investing Investments Asset Allocation Assets 52

The Big Picture

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. I’m talking about diversified financial services. It was at Bank One, at the time. It was called the First Scholars Program, and they targeted Liberal Arts majors.

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Brown Advisory

MARCH 13, 2018

With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

With the most recent economic data showing signs of acceleration, more observers began to question the wisdom of introducing fiscal stimulation at a time when the economy was already gaining momentum. Our research contacts with a large number of companies in client portfolios tend to confirm that demand growth remains very much intact.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return).

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike. Still, investors need to incorporate a reasonable long-term assumption into their portfolio projections. the “real” return). Key Factors.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

JUNE 13, 2023

You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. RITHOLTZ: (LAUGHTER) CHABRAN: And find a reason why they would allocate there. CHABRAN: Yes, no that’s right Barry.

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Banking Assets Investing Investments 143

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.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

Brown Advisory

FEBRUARY 3, 2017

With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Investors today face a high degree of uncertainty, from geopolitical transformation to economic transition to fragile market fundamentals.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52