Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Among the concerns breeding skepticism about the economy and the markets are on-again/off-again trade negotiations, disruption of supply chains, declines in manufacturing activity, and sluggish capital spending. economy that may restrain the country's ability to grow at rates considered normal over the last several decades.

Investing 52

Investing Investments Assets Economics 52

WiserAdvisor

DECEMBER 29, 2022

In simple words, capital gains refer to the profit you earn when you invest your money in the market. Inflation increases year-on-year and is defined as the rise in the prices of goods and services in an economy. Capital gains. Understanding your capital gains is another essential personal finance formula you need to know.

Investing 52

Investing Investments Financial Advisor Planning 52

Brown Advisory

MARCH 30, 2020

Essentially, liquidity refers to how quickly an investment can be turned into cash. 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.” Reference Market/Index % Change No. 10/15/2014 10-Yr U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Essentially, liquidity refers to how quickly an investment can be turned into cash. 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.” Reference Market/Index. of Standard Deviations. S&P 500 Index.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

FEBRUARY 15, 2019

Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure. Standard & Poor’s, S&P, and S&P 500 are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc.

Valuation 52

Valuation Clients Portfolio Government 52

James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. One example is the slow recalibration of goods and services spending.

Marketing 52

Marketing Marketing Economy Economics 52

Brown Advisory

OCTOBER 4, 2021

This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy. Carbon footprint.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

This energy transition is opening many opportunities for investors, from direct investment in solar, wind and other renewable technologies and projects, to broader investments in companies that are proactively readjusting strategies, even acquiring other businesses, to help them adapt more quickly to a low-carbon economy. Carbon footprint.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. These can include aspects like size, time horizon, expertise, financial situation and governance. It can also refer to direct investments in privately held companies.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. These can include aspects like size, time horizon, expertise, financial situation and governance. It can also refer to direct investments in privately held companies.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 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. Our asset allocation process accounts for a wide range of potential outcomes over the next 18–36 months.

Asset Allocation 52

Asset Allocation Portfolio Assets Valuation 52

Brown Advisory

MARCH 13, 2018

The term also refers to stock market declines of 10% or so—again, not a pleasant experience. 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. Let’s summarize some of the crosscurrents.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

The term also refers to stock market declines of 10% or so—again, not a pleasant experience. 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. Let’s summarize some of the crosscurrents.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. In this context, we are not referring to the outlook for stocks over the next quarter or even the next year or two. Thus, it’s important to have a view on this key question.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. In this context, we are not referring to the outlook for stocks over the next quarter or even the next year or two. Thus, it’s important to have a view on this key question.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

JANUARY 31, 2023

And few do it better than Neil does in terms of putting together a global view of what’s happening in the economy, what’s happening around the world, what’s happening with the Fed, and what’s happening with the stock market. DUTTA: Well, I think you just have to go back to the initial reopening of the economy, right?

Economics 140

Economics Economy Marketing Marketing 140