Brown Advisory

FEBRUARY 14, 2023

For instance, while non-financial indicators in fundamental corporate debt analysis assess management teams, in the case of sovereigns, the analysis involves evaluating central bank independence, quality of institutions, and the domestic and international political landscape.

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Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

For instance, while non-financial indicators in fundamental corporate debt analysis assess management teams, in the case of sovereigns, the analysis involves evaluating central bank independence, quality of institutions, and the domestic and international political landscape.

Government 52

Government Economics Investing Investments 52

Brown Advisory

FEBRUARY 14, 2023

For instance, while non-financial indicators in fundamental corporate debt analysis assess management teams, in the case of sovereigns, the analysis involves evaluating central bank independence, quality of institutions, and the domestic and international political landscape.

Government 52

Government Investing Investments Economics 52

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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Brown Advisory

SEPTEMBER 3, 2015

China’s plummeting stock prices, slowing economic growth and currency volatility have pushed many investors out of the market. Behind the change in investor sentiment lies deteriorating economics in China. Economic recoveries usually feature a surge in consumption as employment and wages rebound. Dream or Opportunity?

Insurance 52

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Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. It’s remarkable how far the markets have come in the five years since then. Possible Signs. Then and Now.

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Brown Advisory

SEPTEMBER 3, 2015

Fed Vice Chairman Stanley Fischer said in June that the central bank is carefully monitoring whether investors “take on risks they cannot measure or manage.”. million in 2006, inhibiting demand and economic growth, according to the Krueger report. Moreover, emigration has reduced the population to about 3.5 million from about 3.8

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The Big Picture

DECEMBER 19, 2023

There are about 13 different portfolio managers each focused on a different sub-sector. And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. And I didn’t have a background that banks wanted.

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Healthcare Portfolio Management Investing 154

Brown Advisory

AUGUST 14, 2023

banking crisis in 1Q23 and this is undoubtedly not an exhaustive list. Sometimes factors are short and sharp as seen with the US banking crisis earlier this year. To be clear, we would love to have more investments in any diversifying business or sector but every investment must first pass all our tests, particularly valuation.

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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. Reasons for this tendency are varied.

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Investing Investments Portfolio Management 52

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. Bloomberg Barclays Indices are trademarks of Bloomberg or its licensors, including Barclays Bank PLC.

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The Big Picture

JULY 24, 2023

I started my career as a bank teller, but fell in love with markets. MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. The fact that you’ve got declining risk appetite, declines are prolonged, deep and valuations mean revert.

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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. So a variety of risk meetings, a variety of economic meetings. RITHOLTZ: Yes.

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The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. And you do a lot of work with infinity [Barry Ritholtz] : 00:03:29 [Speaker Changed] And then economics, which is a little bit squishier.

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Investing Investments Clients Management 130

The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96? The more private side of the street?

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Management Investing Investments Portfolio 154

Brown Advisory

SEPTEMBER 11, 2016

Investors Facing Rising Risks Need Solid Defense, Savvy Offense achen Mon, 09/12/2016 - 02:00 As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. France and Germany. small-cap stocks.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. Innovation and dynamism are alive and well despite several years of low economic growth. Mon, 09/12/2016 - 02:00. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Sara Grillo

NOVEMBER 14, 2022

Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. David has worked closely with leading banks, insurers, and broker -dealers to develop and implement successful solutions for the retirement income market.

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The Big Picture

SEPTEMBER 26, 2023

And then very soon after, you know, bear Stearns fails, Lehman Brothers fails, the cracks were massive and there were so much for selling from the trading desks at the banks. And we, we feel that a lot of phone calls, I think the most nervous we became was when the banks started failing. That had mismatched assets. Tell us about that.

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Banking Investing Investments Clients 130

Brown Advisory

DECEMBER 2, 2015

In 2015, though, three trends began to weigh on stock prices: equity valuations rose above their historical average, record central-bank stimulus failed to fuel faster growth, and corporations, having already wrung out significant inefficiencies, made fewer gains in streamlining and improving profit margins, especially in the U.S.

Economy 52

Economy Taxes Clients Assets 52

The Big Picture

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. We’ve got central banks all over the world starting to move.

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The Big Picture

MARCH 14, 2023

You get a BA in Economics from Hamilton College. As you pointed out early in my career, I bounced around a bunch of investment banks, and what I learned through time was it was important when I interviewed the investment bank, it was for them to interview me. Everybody wants to sell a company when they get a good valuation.

Economy 154

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The Big Picture

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. 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. Well, not in college, no.

Investing 143

Investing Investments Marketing Marketing 143

The Big Picture

JULY 19, 2022

You began as a central bank portfolio manager in Finland. And when I was studying in university economics, I did not really get the passion. So, that relationship actually already started when I was a portfolio manager, right? Let’s start just by talking about your career. ILMANEN: Yes. ILMANEN: Yes.

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Investing Investments Valuation Portfolio 130

The Big Picture

DECEMBER 12, 2023

And Bank of America called me and said, would you like to be director of research and strategy? And if you’ve got a wildly diverse industry like banks or savings and loans, 00:24:03 [Speaker Changed] You wanna own a few to 00:24:04 [Speaker Changed] Keep track 00:24:05 [Speaker Changed] As a benchmark for the sector.

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The Big Picture

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

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The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. Every bank had balance sheet.

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Banking Assets Government Investing 154

The Big Picture

FEBRUARY 12, 2024

And at that point, I decided what I really wanted to do was be a PhD in economics. They could put me running a grain elevator, gosh knows where I interviewed with consulting companies and banking companies. I’m the portfolio manager and I’m actually the only portfolio manager.

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Management Investing Investments Economy 286

Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. Hint: check your bank account weekly, show bogus transactions to them quickly, and the bank will eat the loss.

Banking 59

Banking Government Economics Taxes 59