Brown Advisory

NOVEMBER 12, 2019

Equity returns are less predictable, but we believe they are more likely than not to be lower going forward compared to the post-crisis period, given the outlook for modest GDP growth around the world alongside today’s elevated valuations. A core allocation to high-grade bonds can play a similar role.

Investing 52

Investing Investments Assets Economics 52

Brown Advisory

NOVEMBER 12, 2019

Equity returns are less predictable, but we believe they are more likely than not to be lower going forward compared to the post-crisis period, given the outlook for modest GDP growth around the world alongside today’s elevated valuations. A core allocation to high-grade bonds can play a similar role.

Investing 52

Investing Investments Assets Economics 52

James Hendries

JULY 3, 2023

This year, cross border activity has focused on the pharmaceutical sector as well as metals and mining. While this latest rally may have outpaced fundamentals in the short term, from a technical analysis perspective, and valuations look full, at the same time, the resilience of the U.S. Globally, approximately $1.22

Marketing 52

Marketing Marketing Banking Valuation 52

Dear Mr. Market

MARCH 11, 2023

IBM loses to QCOM based on valuation. Sticking back to the balancing theme of quality businesses, great valuations, meshed with the reward of a dividend, you get Ford yielding 4.62% and Conoco only at 2.16% but trading for a bargain P/E of 7. ARVN ) and #2 Rocket Pharmaceuticals, Inc. RCKT )… (previous pun intended!),

Investing 105

Investing Investments Portfolio Assets 105

The Big Picture

MARCH 14, 2023

He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. Everybody wants to sell a company when they get a good valuation. Obviously, profits, very important to company valuation — BERNSTEIN: Absolutely. BERNSTEIN: Correct.

Economy 157

Economy Investing Investments Portfolio 157