Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

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. That’s attractive in and of itself. company.

Portfolio Management 52

Portfolio Management Portfolio Management Investments 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. Another is Catalent (CTLT), which is an outsourced manufacturer of pharmaceutical dosage forms with a solid reputation.

Portfolio Management 52

Portfolio Management Portfolio Management Investments 52

Brown Advisory

AUGUST 24, 2023

In this impact report for our Global Leaders Strategy, Portfolio Managers Mick Dillon and Bertie Thomson reflect on the past year. MORE ON THIS TOPIC Global Leaders Strategy: Reporting on the impact of our investment decisions We believe our investments generate a wide variety of positive impacts.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

In this impact report for our Global Leaders Strategy, Portfolio Managers Mick Dillon and Berite Thomson reflect on the past year. MORE ON THIS TOPIC Global Leaders Strategy: Reporting on the impact of our investment decisions We believe our investments generate a wide variety of positive impacts.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

Investing 96

Investing Investments Marketing Marketing 96

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. The Manufacturing Renaissance is Here Sonu Varghese, VP and Global Macro Strategist I’ve never seen an economic chart like this, especially one related to factory construction.

Marketing 89

Marketing Marketing Economy Manufacturing 89

David Nelson

JULY 25, 2022

By David Nelson, CFA CMT Congress is close to passing a $52 Billion subsidy for the Chip industry to on shore semiconductor manufacturing here in the United States.

Compliance 98

Compliance Portfolio Management Management Manufacturing 98

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

The Big Picture

DECEMBER 6, 2022

Conviction, so we look at, you know, whether or not a specific theme is something that we have a high degree of conviction that will be a trend, that will definitely have an impact in the economy over the next two or three decades. I mean, I always say it depends on the economies or the scale of the business that you are considering.

Clients 159

Clients Investments Investing Management 159

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

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. Is this still a persistent drag on, on their economy and what does that mean to their real estate?

Assets 263

Assets Investments Investing Management 263

David Nelson

NOVEMBER 28, 2022

The Wall Street Journal is reporting that (AAPL) could see a 6 million iPhone Pro shortfall as unrest spreads throughout China’s manufacturing centers. Many are calling the crackdowns the largest since the Tiananmen Square protests in 1989.

Marketing 52

Marketing Marketing Portfolio Management Management 52

Brown Advisory

SEPTEMBER 1, 2015

economy is in its sixth year of expansion, the housing market is strengthening, initial claims for unemployment insurance have hit a 41-year low, and yet there is one group that seems noticeably absent from the party: the consumer. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst.

Food 52

Food Portfolio Management Sales Retail 52

Brown Advisory

SEPTEMBER 3, 2015

Europe’s economy has picked up steam even with Ukraine battling Russian-backed insurgents and Greece narrowly dodging an exit from the eurozone. Greater consumption has sped growth in the eurozone’s four largest economies—Germany, France, Italy and Spain. Eurozone growth will probably speed up to 1.5% this year from 0.8%

Economy 40

Economy Economics Asset Allocation Banking 40

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 146

Clients Assets Investments Investing 146

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. of the market cap of the S&P 500 Index as of Aug. 31, 2019.

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. The importance of the health care sector to both society and the global economy is undeniable. Healthy Returns: Sustainable Investing in the Health Care Sector. Mon, 10/28/2019 - 14:59.

Investing 52

Investing Investments Medical Portfolio 52

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. economy today? Economy Today 08:31 Ryan Kelley: Actually, it looks pretty strong.

Marketing 52

Marketing Marketing Banking Numbers 52

The Big Picture

DECEMBER 14, 2023

The end of artificially cheap money should herald a fairer, more sustainable economy. BBC ) • ‘Bidenomics’ is a big hit — outside the US : The president’s signature climate law, with its massive subsidies and push for domestic manufacturing, has leaders across the UK, Australia and Europe scrambling to follow suit. That’s a Good Thing.

Portfolio Management 130

Portfolio Management Assets Management Manufacturing 130

MarketWatch

JUNE 18, 2023

We are at a stalemate between what the Fed wants to accomplish and what the economy will continue to do,” said Zaccarelli of Independent Advisor Alliance. as being in “a no man’s land in which the economy muddles through, inflation stays above 2%, and the Fed doesn’t want to do more damage than it already has.” He describes the U.S.

Marketing 76

Marketing Marketing Economics Management 76

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

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. The worst the economy is. Why Bubbles Are Great for the Economy” and his thesis is, yeah, let the VC spend all the money laying this fiber.

Investments 130

Investments Investing Assets Insurance 130

The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Banking 130

Banking Investments Investing Clients 130

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. JOHNSON: And so, and the manufacturer had less power. So she wants her portfolio managed that way.

Management 220

Management Investments Investing Assets 220

The Big Picture

MARCH 26, 2024

00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. And I was a portfolio manager, so I was doing bottom up research and picking stocks.

Marketing 146

Marketing Marketing Investments Investing 146

The Big Picture

MARCH 14, 2023

economy was actually starting to slow and slow pretty dramatically. Not that we saw the pandemic coming, but we saw the economy slowing, and so we ended up doing very well. You can’t go back and say, like, well, how does the macro economy respond after a pandemic? It’s just very hard to kill inflation in an economy.

Economy 159

Economy Investments Investing Portfolio 159

The Big Picture

MAY 21, 2024

So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter. Whereas in 1980, 70% of it was manufacturing asset intensive, et cetera.

Numbers 146

Numbers Banking Management Marketing 146

The Big Picture

JULY 31, 2023

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. It’s kind of apparent some of these industries are going to be the first to really succumb to an economy shutting down. Did they self-selected?

Retail 130

Retail Government Economy Economics 130

The Big Picture

JUNE 3, 2024

At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst. And I think that’s reflective of the economy. And what if the economy continues? It just depends on the outcome of the economy.

Math 146

Math Marketing Marketing Engineering 146

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. As the mathematician Alfred Cowles observed decades ago, people “want to believe that somebody really knows.” ” Nobody does.

Economy 97

Economy Economics Math Banking 97

The Big Picture

JULY 8, 2025

She’s had, you know, just about every job on the buy side and sell side, including portfolio manager, consultant to LBOs and m and as she’s just done so much stuff, it’s so interesting that she really brings just this unique set of experiences to Citi. What was the original career plan?

Investments 26

Investments Investing Numbers Assets 26

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. I must have worked for 30, 40 portfolio managers across four, four or five investment firms.

Engineering 130

Engineering Numbers Investments Investing 130

Carson Wealth

JANUARY 21, 2025

economy has just seen two solid years of growth. economy, including consumption, housing, business and manufacturing activity, sentiment and financial markets. We populate an LEI for 28 other countries as well and aggregate it all together to get a picture of the global economy as well as major regions.

Marketing 52

Marketing Marketing Economy Economics 52