Nerd's Eye View

OCTOBER 2, 2023

This month's edition kicks off with the news that custodial platform Altruist is eliminating the $1 per account monthly fee for its portfolio management and reporting technology for advisors on its platform, which on the one hand suggests that the economies of scale Altruist has achieved in the wake of its move to become a fully self-clearing custodian (..)

Communication 221

Communication Portfolio Management Clients Tax Planning 221

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

Abnormal Returns

JULY 29, 2022

Strategy John Rekenthaler, "Avoid portfolio managers who claim to know how “this time will be different.” news.crunchbase.com) Economy The economy isn't in recession, but it is definitely slowing. It probably won’t be. Even if it is, it may not match their expectations."

Startup 130

Startup Financial Advising Portfolio Management Economy 130

Abnormal Returns

DECEMBER 9, 2022

podcasts.apple.com) Economy Ezra Klein talks economic trends with Mohamed El-Erian. infiniteloopspodcast.com) Frederick Geischen talks lifelong learning with Alix Pasquet III, Managing Partner and portfolio manager at hedge fund Prime Macaya.

Portfolio Management 190

Portfolio Management Economics Economy Management 190

The Big Picture

JULY 13, 2023

New York Times ) Be sure to check out our Masters in Business next week with Tom Wagner, Co-Portfolio Manager at Knighthead Capital. My morning train reads: • Stocks Took an 18-Month Round Trip From Tech Bear to AI Bull : The same handful of megacap names that led the market down have been powering the latest surge.

Portfolio Management 246

Portfolio Management Food Economy Accounting 246

The Big Picture

NOVEMBER 2, 2023

My morning train reads: • The Economy Is Great. Wall Street Journal ) • The Bond Market, a Sleeping Giant, Awakes : Soaring interest rates have the power to alter the direction of the economy and command the attention of Washington, our columnist says. ( Why Are Americans in Such a Rotten Mood?

Advertising 130

Advertising Portfolio Management Economy Communication 130

Advisor Perspectives

OCTOBER 2, 2023

Emerging market debt portfolio manager Ward Brown joins Rob for this podcast to dig into the uniqueness of local emerging markets debt investing, the trajectory of EM economies and business cycles, and potential opportunities going forward.

Portfolio Management 52

Portfolio Management Economy Portfolio Management 52

The Big Picture

JANUARY 13, 2024

dollar, it would reshape the global economy and geopolitical landscape. Previously, she was Senior Portfolio Manager for PGIM Real Estate’s flagship core equity real estate fund. Perhaps we’ve all just become economic snowflakes? Morningstar ) • Do we really live in an “age of inequality”?

Portfolio Management 157

Portfolio Management Economy Economics Portfolio 157

Abnormal Returns

MARCH 21, 2023

(wsj.com) Vanguard is exiting the Chinese fund management market. etftrends.com) Portfolio management still has a gender problem. etf.com) Economy Every index/measure of financial conditions has problems. msn.com) Talk about timing.the Roundhill BIG Bank ETF ($BIGB) has launched.

Startup 130

Startup Financial Advising Banking Portfolio Management 130

The Big Picture

JULY 18, 2023

My Two-for-Tuesday train WFH reads: • Good News-Bad News About the Economy : The hard part about markets and the economy is that there are often conflicting signals about what’s going on. Even when things are good there are ominous signs about impending doom. I became one.

Portfolio Management 237

Portfolio Management Economy Assets Management 237

The Big Picture

JULY 14, 2023

The yield curve has been suggesting since last year that the economy was headed for a slump. ( My end-of-week morning offsite reads: • Google’s AI Blunders Rival Xerox’s PC Mistakes : The “T” technology behind ChatGPT was devised at Google but languished there. Sound familiar? Bloomberg ) • Wall Street’s Recession Warning Is Flashing.

Portfolio Management 242

Portfolio Management Accounting Food Economy 242

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

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. Wed, 09/20/2017 - 16:43. The S&P 500® Index represents the large-cap segment of the U.S. company.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

The Big Picture

MARCH 13, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Jim Bianco, Chief Strategist at Bianco Research, and His firm has been providing objective and unconventional research and commentary to portfolio managers since 1990, and it is top rated amongst institutional traders.

Numbers 283

Numbers Insurance Economy Marketing 283

Advisor Perspectives

JUNE 30, 2023

Activities that help companies avoid emissions are an attractive investment opportunity, according to Templeton Global Equity Group Portfolio Manager Craig Cameron. By actively seeking opportunities to reduce emissions, he says investors can align themselves with sustainability goals that contribute to a low-carbon economy.

Investing 52

Investing Investments Portfolio Management Economy 52

Brown Advisory

APRIL 21, 2023

But we never forget that we manage diversified portfolios, and those portfolios are indeed affected by macro factors; inflation, interest rates, bank liquidity and other issues facing the economy will of course influence the prospects of the companies we hold in our strategies.

Portfolio Management 98

Portfolio Management Portfolio Banking Management 98

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

Discipline Funds

JUNE 15, 2023

At the same time, there’s an interesting paradox in all of this where the longer the Fed is tight the slower the economy is going to be. As it all pertains to portfolio management and asset allocation – this all means that the current high T-Bill rates are here to stay for now.

Asset Allocation 57

Asset Allocation Economy Portfolio Management Distribution 57

David Nelson

FEBRUARY 27, 2023

economy like it’s a super tanker. Come July portfolio managers will shift their focus to 2024 and the 12 month look ahead for earnings which should look a lot better than 2023. Bloomberg Data The danger in that thinking is the time lag between Fed policy and when those actions actually show up in the data.

Medicine 59

Medicine Portfolio Management Engineering Economy 59

Validea

AUGUST 26, 2022

Meanwhile, John Lobb, portfolio manager at Insync, told the outlet that many investors are focused on the negative news cycle instead of looking at where the opportunities are.

Investing 59

Investing Investments Valuation Portfolio Management 59

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

Validea

FEBRUARY 10, 2023

and at Japan, where the yen’s low valuation and the reopening of the economy could prove a winning investment. Investors should increase their European equities allocations, advises Russ Koesterich, a portfolio manager at BlackRock Global Allocation Fund. Treasuries at 4% is appealing.

Investing 59

Investing Investments Valuation Wealth Advisor 59

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. As our “All Duration” strategy alludes , we are inherently obsessed with time in our portfolio management processes.

Economics 73

Economics Government Economy Assets 73

Brown Advisory

NOVEMBER 24, 2021

How Public-Market ESG Investors Generate Impact without Compromising Performance jharrison Wed, 11/24/2021 - 13:26 Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com.

Marketing 52

Marketing Marketing Portfolio Management Taxes 52

Brown Advisory

NOVEMBER 24, 2021

Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com. Finally, Karina shares her thoughts on COP26 and her vision for a sustainable economy. .

Marketing 52

Marketing Marketing Portfolio Management Taxes 52

Validea

FEBRUARY 17, 2023

So while portfolio managers and other planners should factor economic forecasts into their strategies, it would be wise of them to not give them too much weight or wager too much on their accuracy, the article contends.

Portfolio Management 59

Portfolio Management Budgeting Economics Portfolio 59

Brown Advisory

JUNE 21, 2023

The economy shakes, but the market shrugs. The team discusses how the market is currently climbing an especially daunting wall of worry, and how investors are shrugging off multiple examples of geopolitical and financial concerns around the world.

Marketing 52

Marketing Marketing Asset Allocation Clients 52

WiserAdvisor

AUGUST 18, 2022

Not only do you have to keep track of various factors such as market trends, price movements, the economy (both local and international), past returns, and more, but you also have to match those with your own time horizon and risk appetite. to figure out the effect of economy-level factors on your investments’ performance.

Investing 52

Investing Investments Financial Advisor Economy 52

David Nelson

JULY 25, 2022

Normally, as an analyst and on the line portfolio manager I would be diving into the merits of the bill pointing out its strengths, weaknesses and whether it could achieve its intended goal. But these aren’t normal times, and the backstory overshadows the merits of the legislation.

Compliance 98

Compliance Portfolio Management Management Manufacturing 98

David Nelson

NOVEMBER 28, 2022

Portfolio managers including yours truly have reduced or even eliminated (AAPL) from models as iPhones still make up a significant portion of the revenue stream not to mention it is the center of the ecosystem. Many are calling the crackdowns the largest since the Tiananmen Square protests in 1989.

Marketing 52

Marketing Marketing Portfolio Management Manufacturing 52

Trade Brains

MARCH 8, 2024

With a commitment to providing end-to-end digital financial solutions, the company has also ventured into portfolio management services. in FY24, though lower than in FY23, India will still be one of the fastest-growing economies in the world. million clients.

Planning 59

Planning Financial Services Retail Distribution 59

Brown Advisory

NOVEMBER 28, 2017

At any given time, we need to weigh the risk and opportunity we see in the economy, in the stock market and in individual companies—all in an effort to balance the possible positive and negative outcomes of every investment we make. In this series of articles, members of our research teams will share their perspectives on this philosophy.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

NOVEMBER 28, 2017

At any given time, we need to weigh the risk and opportunity we see in the economy, in the stock market and in individual companies—all in an effort to balance the possible positive and negative outcomes of every investment we make. In this series of articles, members of our research teams will share their perspectives on this philosophy.

Portfolio 52

Portfolio Clients Investing Investments 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

The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. Jeremy’s never really been a portfolio manager.

Valuation 130

Valuation Investing Investments Assets 130