Assets Economics Financial Advising Valuation 
Abnormal Returns
FEBRUARY 11, 2024
wsj.com) Companies Just how important AI is for valuations today. npr.org) Using Russian sovereign assets to rebuild Ukraine would be unprecedented. tker.co) The economic schedule for the coming week. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?
Abnormal Returns
MARCH 20, 2024
morningstar.com) Real assets can be a portfolio drag during periods of quiescent inflation. marginalrevolution.com) Finance Private equity is stuck between elevated valuations high interest rates and a moribund IPO market. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?
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Abnormal Returns
JULY 20, 2023
Strategy Why stock market valuations are logically higher today than they were in the past. blog.validea.com) Finance Blackstone ($BX) now manages more than $1 trillion in assets. marketwatch.com) What's driving economic pessimism? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?
Abnormal Returns
FEBRUARY 16, 2023
howardlindzon.com) Private assets Why private equity needs much better valuations. bloomberg.com) Economy What does a 'no landing' economic scenario look like? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (nytimes.com) AI requires a lot of semiconductors.
Brown Advisory
JANUARY 1, 2023
Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. For us, all business starts with the customer.
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