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

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 Manufacturing 52

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

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. 06:07 Meanwhile, they made some mistakes in their portfolio where they had a mismatch.

Marketing 52

Marketing Marketing Banking Numbers 52

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. Our entire portfolio is built on this philosophy. Our approach in health care is no different.

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. Our entire portfolio is built on this philosophy. The importance of the health care sector to both society and the global economy is undeniable. A DRILLDOWN ON OUR PORTFOLIO.

Investing 52

Investing Investments Medical Portfolio 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 Strategic Planning 52

The Big Picture

FEBRUARY 3, 2024

Wired ) • If you want to know where the world economy is headed, look at the bottom of this toy car : We have a small collection of these cars, and occasionally I use them as a teaching tool. He is the portfolio manager for the Quality Fund ( GQETX ). As the Mac enters its fifth decade, Apple says it will continue to evolve.

Portfolio Management 278

Portfolio Management Economics Retail Manufacturing 278

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 Clients 40

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 213

Management Investing Investments Assets 213

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 Manufacturing Management Assets 130

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

DECEMBER 6, 2022

And my answer was, “Hey, not everybody wants to buy a passive index around the satellite of a core portfolio or even just, hey, I have an idea, I think this is going to change the world.” We’re literally looking for structural shifts in the economy, think of robotics and artificial intelligence, cybersecurity, cloud computing.

Clients 152

Clients Investing Investments Management 152

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

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 75

Marketing Marketing Economics Management 75

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. So, so let’s talk a little bit about that giant portfolio of investments.

Assets 258

Assets Investing Investments Management 258

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.

Investing 130

Investing Investments 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 Investing Investments Clients 130

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? You buy companies to run them and manage them for the long haul. LAYTON: Yeah.

Clients 141

Clients Investing Investments Assets 141

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. Bernstein, “Forecasting: Fables, Failures, and Futures – Continued,” in Economics and Portfolio Strategy , November 15, 2002, p.

Economy 95

Economy Economics Math Banking 95

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.

Investing 141

Investing Investments Marketing Marketing 141

The Big Picture

MARCH 14, 2023

And our marketing materials, if you go back and look, our marketing materials from 2009, ’10, ’11, ‘12, you’ll see little things about what we call fire extinguishers that we’ve put in the portfolio, things you could pull off the wall in case there was an emergency, to put out the fire in the portfolio. BERNSTEIN: Right.

Economy 152

Economy Investing Investments Portfolio 152

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