The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. Import, export, finance, marketing, wholesale, retail, customer service, security, territory, logistics. These are not dumb people.

Banking 143

Banking Economics Economy Business Planning 143

Brown Advisory

AUGUST 24, 2017

For one, real estate tends to move more in concert with the direction of the economy, while stock prices, for example, tend to move in advance of a change in economic fundamentals. We can’t control the economy or predict its near-term direction. Low correlation means that real estate helps to diversify balanced portfolios.

Portfolio 52

Portfolio Assets Clients Management 52

Brown Advisory

MARCH 18, 2022

Corporate High Yield Index and Bloomberg Commodity Index Total Return Index are service marks of Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the index (collectively, “Bloomberg”) and have been licensed for use for certain purposes by Brown Advisory.

Asset Allocation 52

Asset Allocation Assets License Government 52

Brown Advisory

MARCH 18, 2022

Corporate High Yield Index and Bloomberg Commodity Index Total Return Index are service marks of Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the index (collectively, “Bloomberg”) and have been licensed for use for certain purposes by Brown Advisory.

Asset Allocation 52

Asset Allocation Assets License Government 52

James Hendries

OCTOBER 4, 2022

Given the country’s weak economy, due in large part to stringent zero-COVID-19 measures that have led to strict and prolonged lockdowns, coupled with a debt-laden property market, authorities in Beijing and throughout the Chinese provinces will need to focus on reviving the country’s economic underpinning. At the same time, U.S.

Marketing 52

Marketing Marketing Economy Economics 52

James Hendries

MARCH 6, 2023

Suggesting an economy makes “no landing” makes no sense. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. One example is the slow recalibration of goods and services spending.

Marketing 52

Marketing Marketing Economy Economics 52

Trade Brains

MAY 25, 2023

An important point to know here is that all the brokers- Full service or discount brokers are licensed and regulated in India by regulating bodies like SEBI. Zerodha is a zero-debt financial services company. Moreover, Zerodha is partnered with Central Depository Services Limited. There is no borrowing of any kind.

Investing 98

Investing Investments Accounting Education 98

The Big Picture

OCTOBER 24, 2022

We talk about everything from when do you think about risk, how do you diversify a portfolio, at what point do you really have to rethink the fundamentals of what’s going on in the economy and the marketplace? And it began outside of financial services. I found this conversation to be absolutely fascinating.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

SEPTEMBER 5, 2023

I don’t care whether the economy is strong or weak, it’s not going to be the same. The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. There’s been a lot of emphasis on sort of competing with New York, bringing financial services there.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

APRIL 25, 2023

They talk about economies of scale. There’s not significant licensing, you know, that that takes place. RITHOLTZ: So, you mentioned Focus Financial. HAMBURGER: And you can scale it down to a single user license. Now you buy a license. We joked around about synergies before. RITHOLTZ: Right. RITHOLTZ: Meaning?

Compliance 154

Compliance Wealth Management Clients Management 154

Brown Advisory

FEBRUARY 7, 2017

it will be challenging to gauge the effect on trade generally and on the domestic economy specifically. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure. The HFRI Indexes are being used under license from Hedge Fund Research, Inc.,

Investing 52

Investing Investments Management Portfolio 52

Brown Advisory

FEBRUARY 7, 2017

it will be challenging to gauge the effect on trade generally and on the domestic economy specifically. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure. The HFRI Indexes are being used under license from Hedge Fund Research, Inc.,

Investing 52

Investing Investments Management Portfolio 52