Brown Advisory
JANUARY 1, 2021
Download it here > What is Time? When does crowd psychology take hope for economic return beyond what valuation can support? And why do markets irregularly detach fundamentals from valuation to their own detriment? as featured in the book, “Valuation: Measuring and Managing the Value of Companies, University Edition.”
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. which was greater than our -1.1% relative underperformance.
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The Big Picture
OCTOBER 24, 2022
You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. And there was just a very rich development period, which I think at the time, I don’t know, if I fully appreciate it, I’m someone who likes to see change licensing developments.
Brown Advisory
MARCH 18, 2022
CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. These trademarks have been licensed to S&P Dow Jones Indices LLC. The war in Ukraine is causing even more uncertainty.
Brown Advisory
MARCH 18, 2022
Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. Download transcript. These trademarks have been licensed to S&P Dow Jones Indices LLC. S&P Dow Jones Indices receives compensation in connection with licensing its indices to third parties.
James Hendries
AUGUST 23, 2022
Click here to download a PDF of this report. It is a financial ratio used for valuation: a higher PE ratio means that investors are paying more for each unit of net income, so the stock is more expensive compared to one with lower PE ratio. It is also a major component used to calculate the price-to-earnings valuation ratio.
James Hendries
AUGUST 30, 2022
In our Midyear Outlook 2022: Navigating Turbulence , released back in mid-July, we wrote that it was tough to see the bull case through the cloud cover, but that an improved macroeconomic environment may set the stage for higher valuations, further earnings growth, and solid gains for stocks over the rest of the year. IMPORTANT DISCLOSURES.
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