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September 2016 Insights on Markets and Investments

Brown Advisory

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets.

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September 2016 Insights on Markets and Investments

Brown Advisory

In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. Equities Private Credit Outshines Many High-Valuation Stocks, Bonds. Strategic Advisory.

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The Advisory | June 2015

Brown Advisory

No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. The easing helped stabilize financial markets, reduced the risk of deflation and resuscitated the economy and job growth. Concern about future economic growth undermines valuations.

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Anchoring Expectations

Brown Advisory

During periods of market volatility, investors overly focused on shortterm gyrations in stock prices may fall prey to emotional swings that can ultimately prove more detrimental to their financial wellbeing than a bear market. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns.

Taxes 52
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Transcript: Liz Ann Sonders, Schwab

The Big Picture

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

Investing 143
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Transcript: Savita Subramanian

The Big Picture

And one of the worst performing factors has been valuation. So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter.

Numbers 143