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Market Commentary: Top Charts From 2023 Set the Scene For 2024

Carson Wealth

Artificial Intelligence Grabs the Spotlight Jake Bleicher, Portfolio Manager To me, the narrative of 2023 is captured by a chart showing the performance of NVIDIA, the maker of high-end computer chips that have become the bedrock of artificial intelligence (AI). This is a massively underrated story of what’s happening in the U.S.

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Municipal SMAs: Behind the Velvet Rope of Regulation

Brown Advisory

This information generally reflects the financial health or operating condition of the state or local government as it changes over time, or the occurrence of specific events that can have an impact on key features of the bonds.” This limits the available investment universe and helps solidify the value of professional management.

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Municipal SMAs: Behind the Velvet Rope of Regulation

Brown Advisory

This information generally reflects the financial health or operating condition of the state or local government as it changes over time, or the occurrence of specific events that can have an impact on key features of the bonds.” This limits the available investment universe and helps solidify the value of professional management.

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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

managers focused on environmental, social and governance (ESG) factors and the 13.6% Through original sustainability research into stocks and fixed income securities—including diligence into government databases, company transcripts and interviews with executives— we find strengths that are not apparent in standard company reports.

Food 52
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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

managers focused on environmental, social and governance (ESG) factors and the 13.6% Through original sustainability research into stocks and fixed income securities—including diligence into government databases, company transcripts and interviews with executives— we find strengths that are not apparent in standard company reports.

Food 52
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Market Commentary: Weak Seasonality Still in Play

Carson Wealth

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Some of this is because of a potentially increased supply of Treasuries, as the government attempts to cover a rising deficit. As a result, several bearish analysts are changing their tunes.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

People in Spain when I was growing up in the ‘80s and ‘90s, they expect to just retire and have the government give them like a paycheck every month. But when you factor in, you know, legal costs, compliance, portfolio management, trading, there is a lot that goes into launching an ETF. BERRUGA: Yeah.

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