Advisor Perspectives

MAY 5, 2023

Japan’s business and government leaders have undertaken efforts to revitalize the country’s economy. Dina Ting, Franklin Templeton ETFs’ Head of Global Index Portfolio Management, discusses some of these positive developments.

Portfolio Management 52

Portfolio Management Government Economy Portfolio 52

Brown Advisory

OCTOBER 22, 2021

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Fri, 10/22/2021 - 14:56 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

Government 52

Government Education Economics Investing 52

Brown Advisory

OCTOBER 22, 2021

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research. Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. FROM CORPORATE CREDIT TO GOVERNMENT DEBT FUNDAMENTAL AND ESG RESEARCH. Fri, 10/22/2021 - 14:56.

Government 52

Government Education Economics Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. company.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. We call them the 3Gs: durable growth, sound governance and scalable go-to market strategies. Wed, 09/20/2017 - 16:43.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Discipline Funds

MARCH 7, 2023

But in reality the economy doesn’t look so much like a “cycle” It looks more like a line from the bottom left to the top right with occasional shocks that create the illusion of a regular cycle. Friedrich Nietzsche’s doctrine of eternal recurrence is the idea that time repeats itself in an eternal loop.

Economics 73

Economics Government Economy Assets 73

Carson Wealth

AUGUST 21, 2023

The economy has surprised to the upside and stocks had one of their best starts to a year. The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Four positive stories on the manufacturing front are tailwinds for the economy.

Marketing 52

Marketing Marketing Economy Retail 52

The Big Picture

APRIL 8, 2024

So it’s not just government data. Hustle was managing institutional right assets. Your real business is having the best perspective of what is happening this moment in the economy. 00:17:50 [Speaker Changed] I’m sort of a contrarian at heart is I don’t trust government data, right? Your side hustle.

Economy 143

Economy Clients Economics Banking 143

Carson Wealth

JANUARY 2, 2024

The economy surprised, the consumer remained resilient, stocks soared, and even bonds did well on the year thanks to a late-innings rally. economy, despite the skeptics. But the Fed was determined in its fight against inflation as the economy continued to defy expectations. Top Charts of the Year What a year it has been!

Marketing 89

Marketing Marketing Economy Manufacturing 89

The Better Letter

JANUARY 11, 2024

The economy, the markets, and the world-at-large provide unlimited fodder for them. It’s physics’ three-body problem applied to the global economy’s trillions of inputs. economy showed a 100 percent chance of a recession happening in 2023. ” Nobody does. They were wrong, wrong, and wrong. Not even 99.

Economy 96

Economy Economics Math Banking 96

The Big Picture

FEBRUARY 12, 2024

00:02:18 [ David Einhorn ] I, I studied government. I was a government major and the thing with me is that I don’t really think too far out into the future. I’m the portfolio manager and I’m actually the only portfolio manager. What’d you study there? Why aren’t you?

Management 286

Management Investing Investments Economy 286

The Big Picture

APRIL 11, 2023

In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. DAMODARAN: Because the answer is an average portfolio manager is driven by emotion and mood. I think of buybacks as flexible dividends. RITHOLTZ: Right. RITHOLTZ: Right.

Valuation 289

Valuation Education Government Numbers 289

Brown Advisory

SEPTEMBER 3, 2015

But recent turbulence in the world’s second-largest economy indicates that Xi’s dream may be a bit deferred. The economies of India and the ASEAN-5 (Indonesia, Malaysia, the Philippines, Thailand and Vietnam) entered the second half of 2015 with robust growth. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

OCTOBER 1, 2015

That action then led to fears that China’s economy was in serious trouble. Most indicators suggest that China’s economy is growing at a mid-single-digit rate. Most indicators suggest that China’s economy is growing at a mid-single-digit rate. In fact, China continues to lead the developed world in terms of percentage growth.

Investing 52

Investing Investments Economy Government 52

ClearMoney

JANUARY 4, 2022

Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed. Value stocks, or those with lower relative prices, began the year strong as the economy reopened and interest rates were rising. For the year, corporate bonds generally outperformed their government counterparts.

Marketing 52

Marketing Marketing Commission Government 52

The Big Picture

DECEMBER 6, 2022

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. We’re literally looking for structural shifts in the economy, think of robotics and artificial intelligence, cybersecurity, cloud computing. BERRUGA: Yeah. BERRUGA: Yeah.

Clients 154

Clients Investing Investments Management 154

Bell Investment Advisors

JUNE 29, 2023

I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. Next, I think our listeners would probably like to hear your perspectives or your insights about the current economy in the U.S. government stepped in, and they wanted to avert a panic. 0:17 Ryan Kelley: Thanks.

Marketing 52

Marketing Marketing Banking Numbers 52

The Big Picture

DECEMBER 20, 2022

as we learned during the financial crisis, the government-sponsored enterprises like Fannie Mae and Freddie Mac, and by extension, Sallie Mae, you go down the whole list of these things, the U.S. government’s Full Faith and Credit, even though it wasn’t obligated to these publicly-traded quasi private entities, the U.S.

Banking 154

Banking Assets Government Investing 154

The Big Picture

JULY 31, 2023

They run global businesses, they’ve got regulators and government officials on speed dial. They sometimes are regulators and government officials. And it was day by day from the seat of, it was the month that the economy shut down. And it’s two dozen CEOs, investors, policy makers from like all across the economy.

Retail 130

Retail Government Economy Economics 130

Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Consider this scenario: An economy is shrinking, government debt is ballooning and emigration is eroding the workforce. Not Appropriate. Europe's Slow Climb.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

JUNE 3, 2015

No central bank has ever wound down such massive stimulus, so the potential impact on the economy and financial markets is not clear. The easing helped stabilize financial markets, reduced the risk of deflation and resuscitated the economy and job growth. equity market: With the economy stable, the investor mood remains sanguine.

Valuation 52

Valuation Economy Banking Economics 52

Aleph

FEBRUARY 11, 2023

Portfolio Management and Finance The buying binge that has propelled US equities almost without interruption for four months is nearing a point where past rebounds caved in [link] Valuations are in the 97th percentile. Tether is at the center of the crypto economy. What of their own solvency?

Banking 59

Banking Government Economics Taxes 59

Brown Advisory

DECEMBER 2, 2015

Turbulence in various stock markets will probably persist in 2016 as global growth slows because of weakness in emerging economies including China, a leading engine for the world economy during the past decade. The world economy is on pace to grow 3.1% 2 economy, grew 7.3% this year, 0.3 global growth for 2015.

Economy 52

Economy Taxes Clients Assets 52

The Big Picture

JULY 24, 2023

He brings a fascinating approach and a bit of an outlier, contrarian way of looking at the world that has allowed him to identify specific changes in what’s taking place in the economy, in the markets, and essentially provide a helpful sounding board to many of the world’s best investors. Tell us a little bit about your research.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

JANUARY 16, 2024

I worked in sort of a quasi portfolio management role for like a single client account type business. And then I worked on it throughout the GFC and then became the senior portfolio manager during the recovery period. ’cause eventually you were running that for a few Cathy Marcus : 00:05:56 [Speaker Changed] Years.

Assets 259

Assets Investing Investments Management 259

Bell Investment Advisors

MARCH 15, 2023

Original air date: Monday, March 13th, 2023 at 12pm PDT Presenter: Portfolio Manager Ryan Kelley, CFA® Slide 1: Annual Review and Outlook 0:00 Good afternoon. I’m a portfolio manager here at Bell Investment Advisors. And, I used an intermediate government bond index that Morningstar has compiled. government.

Marketing 52

Marketing Marketing Investing Investments 52

Aleph

JANUARY 14, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Boldly flying in front of a stained glass window Portfolio Management Sick of the ups and downs of the markets? envy Jan 13, 2023 The new conservative Israeli government means Jewish activists have more support for praying at the Temple Mount.

Math 59

Math Assets Government Banking 59

The Big Picture

OCTOBER 17, 2023

’cause they, it’s a learning mechanism as a recommendation mechanism for portfolio managers and thinking about how to allocate capital. So this is more like the real economy, slower growth businesses. Is it this corporate governance or is it just the, they’ve been underperforming since 1989.

Investing 130

Investing Investments Clients Management 130

Brown Advisory

SEPTEMBER 12, 2016

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

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

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

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 11, 2016

Looking ahead, for our base-case scenario we see inflation remaining moderate and most major economies continuing to grow at a modest pace. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

Looking ahead, for our base-case scenario we see inflation remaining moderate and most major economies continuing to grow at a modest pace. Maintaining liquidity allows a portfolio manager to snap up new opportunities such as General Dynamics, whose shares have risen 14% this year as of September 6. small-cap stocks. versus 1.9

Economics 52

Economics Economy Communication Banking 52

The Big Picture

FEBRUARY 28, 2023

RITHOLTZ: And when you look at the economy for the past decade, or at least as judged by the public markets, Europe seems to have been a little sleepy the past decade. How much is the prospective market size, as well as how robust local economy is? In fact, you had suggested public markets decoupled from the real economy.

Clients 143

Clients Investing Investments Assets 143

The Big Picture

JULY 11, 2023

And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. So she wants her portfolio managed that way. RITHOLTZ: Right. The vest is the new uniform.

Management 215

Management Investing Investments Assets 215

Sara Grillo

FEBRUARY 13, 2023

ESG vocab Before we get into it, let’s start with some basic definitions: ESG: ESG stands for “Environmental, Social, and Governance” and it’s a style of investing that purports (but does not, in reality) save the world from its evils. From a Wall Street Journal Article: The environmental, social, and governance funds’ average fee was 0.2%

Investing 72

Investing Investments Clients Portfolio 72

Brown Advisory

OCTOBER 11, 2021

These can include aspects like size, time horizon, expertise, financial situation and governance. Many committees may have experienced robust returns in their organization’s portfolios in recent years, but now recognize in looking ahead that the market opportunities may have shifted. An index constituent must also be considered a U.S.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

These can include aspects like size, time horizon, expertise, financial situation and governance. Many committees may have experienced robust returns in their organization’s portfolios in recent years, but now recognize in looking ahead that the market opportunities may have shifted. An index constituent must also be considered a U.S.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52