Brown Advisory

SEPTEMBER 1, 2015

economy is in its sixth year of expansion, the housing market is strengthening, initial claims for unemployment insurance have hit a 41-year low, and yet there is one group that seems noticeably absent from the party: the consumer. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst.

Food 52

Food Portfolio Management Sales Strategic Planning 52

The Big Picture

DECEMBER 14, 2023

The end of artificially cheap money should herald a fairer, more sustainable economy. The Guardian ) Be sure to check out our Masters in Business with Michael Rockefeller , Co-Chief Investment Officer and co-founder of Woodline Partners , managing $7 billion in assets. That’s a Good Thing.

Portfolio Management 130

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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. In our view, it’s not a question of whether , but under what circumstances.

Investing 52

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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. Manager Characteristics. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

Investing 52

Investing Investments Portfolio Management 52

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. economy actually grew three and a half times. Thanks for joining me. My name is Ryan Kelley.

Marketing 52

Marketing Marketing Investing Investments 52

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. And I mean, but it is endemic in the industry because the industry is incentivized to grow assets and hence admitting errors is not something that you want to do on tv. We do have multi-asset strategy called balanced, which we launched in 2014 15.

Investing 130

Investing Investments Clients Management 130

The Big Picture

AUGUST 29, 2023

But it was a tremendous experience because I had started off in bond trading, worked my way into portfolio management and running the bond indexing team for a number of years, and then I got asked to take this responsibility, which was much broader. It’s client related, it’s media like we’re doing today.

Portfolio 130

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The Big Picture

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 130

Good Financial Cents

FEBRUARY 17, 2023

The apps are broken down into the following categories: Investment apps Gig Economy apps Ecommerce apps Sharing Economy apps Get-Paid-To (GPT) apps I’ve also included user ratings on each app from Android users on Google Play and iOS users on The App Store so you can get a general idea of how successful each one can be. Robinhood 5.

Accounting 69

Accounting eCommerce Investing Investments 69

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? 2023 is merely a sequel to 2022, already anticipating the FOMC stopping Jan 13, 2023 Experts Spent Years ‘Angst-ing’ Over Value.

Math 59

Math Assets Government Engineering 59

The Big Picture

SEPTEMBER 26, 2023

I wanna say it’s about $179 billion in client assets. You’ve probably heard some aspects of this from the various interviews I’ve done with Howard Marks talking about the distressed asset fund they set up in 2007. That had mismatched assets. It’s not an asset that other creditors can go after.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

JANUARY 17, 2024

A Wealth of Common Sense ) • Black Investors Are the Biggest New Group of Stock Buyers : Mobile apps, social media and word-of-mouth are reshaping the makeup of the market. ( Wall Street Journal ) • Call it ‘Swiftonomics’: How Taylor Swift brought a gold rush to Kansas City. Google is our Sistine Chapel. Amazon is our Notre-Dame.

Economics 130

Economics Portfolio Management Media Economy 130

The Better Letter

JANUARY 11, 2024

The economy, the markets, and the world-at-large provide unlimited fodder for them. It’s physics’ three-body problem applied to the global economy’s trillions of inputs. Like it or not, the unimaginable outcomes are the ones that make the biggest spread between expected asset returns and the actual result.”

Economy 95

Economy Economics Math Banking 95

The Big Picture

JULY 17, 2023

Barron’s ) • Goodbye to the Prophets of Doom : The conventional wisdom about the global economy is that the rich have been getting richer and the poor have been getting poorer. Bloomberg ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital.

Estate Planning 130

Estate Planning Advertising Sales Portfolio Management 130

The Big Picture

AUGUST 16, 2022

The firm that he’s built is one of those very quiet, very successful entities that without a whole lot of media coverage, without a whole lot of fanfare, just amassed an enormous amount of capital because they’ve done so well for their clients over time. So different time horizons, different assets.

Management 296

Management Assets Risk Management Valuation 296

The Big Picture

MARCH 26, 2024

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

Investing Investments Marketing Marketing 143

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. economy was actually starting to slow and slow pretty dramatically. Not that we saw the pandemic coming, but we saw the economy slowing, and so we ended up doing very well.

Economy 154

Economy Investing Investments Portfolio 154

Sara Grillo

FEBRUARY 13, 2023

So basically everybody now these days, other than the speculators we were talking about before, own a more or less representative slice of the whole economy. You have to think about things that some companies are doing in your portfolio that are hurting everything else. 0:35:35.5 : But how much does the whole economy have to change?

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

APRIL 11, 2023

In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. DAMODARAN: — you know, I’ve never seen a social media platform become so much a part of our lives, with a pricing and a business model that doesn’t seem to work.

Valuation 289

Valuation Education Government Numbers 289

The Big Picture

FEBRUARY 12, 2024

I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. Like employment is really pretty full right now and the economy is kind of humming along.

Management 286

Management Investing Investments Economy 286