Carson Wealth
JANUARY 16, 2024
DOWNLOAD OUR 2024 MARKET OUTLOOK The Macroeconomic Backdrop As we look to the year ahead, our proprietary Leading Economic Index (LEI) indicates even lower odds of a recession than 2023. mega-cap stocks in 2023, we saw increased market breadth and valuations likely continuing, potentially supporting small- and mid-cap stocks.
The Big Picture
FEBRUARY 6, 2024
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. So it’s a, it’s a global firm. It was over 50 right?
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Brown Advisory
JANUARY 17, 2024
Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) Both types of error are due to a combination of either mis-assessing the business quality or its valuation (or both).
The Big Picture
SEPTEMBER 19, 2022
You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. And from a public market, that sounds like it’s a compliance and conflict nightmare. But eventually, when the valuations get too high, the rounds get too large, we don’t follow on.
Brown Advisory
APRIL 20, 2022
Explain the timing difference and cutoff on valuations. An auditor is often most concerned with point-in-time valuations and keenly focused on financial controls, especially the nuances of the accounting rules regarding liquidity (e.g. Define the type of investments involved, (e.g., bonds, stocks, mutual funds, limited partnerships).
Carson Wealth
JANUARY 22, 2024
For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. Compliance Case # 02079559_012224_C The post Market Commentary: S&P 500 Index Hits a New All-Time High appeared first on Carson Wealth. Aggregate Index in 2024. The previous record high was set on Jan.
Brown Advisory
AUGUST 14, 2023
Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. Consequently, the cross correlations are high as is factor risk; sectors are a blunt instrument.
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