Remove Economy Remove Ethics Remove Financial Advising Remove Retail
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Global Leaders Investment Letter: August 2022

Brown Advisory

As economies decouple and deglobalise, prior “just-in-time” firms will move to “just-in-case” inventory, so it won’t be surprising to see RoICs come down without an offset in either asset turns or profit margins as they carry more robust inventory levels. Ethical AI is a highly nuanced subject and is at the top of our engagement priorities.

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Transcript: Dave Nadig

The Big Picture

The advice part of being a financial adviser is the hard part. Sort of like a financial think tank? We’re in the business of sitting in between asset owners, financial advisors, institutions, retail and asset managers, right, the BlackRock, State Street, PIMCO’s of the world, and helping them understand each other.