Validea

FEBRUARY 10, 2023

Shifting out of equities and into bonds may be the direction investors want to go, since equity valuations are still expensive, contends Ian Harnett, a chief investment strategist at Absolute Strategy Research. and at Japan, where the yen’s low valuation and the reopening of the economy could prove a winning investment.

Investing 59

Investing Investments Valuation Wealth Advisor 59

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 Investments Investing Assets 130

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

The Big Picture

FEBRUARY 12, 2024

And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. I’m the portfolio manager and I’m actually the only portfolio manager. Like employment is really pretty full right now and the economy is kind of humming along.

Management 294

Management Investing Investments Economy 294

The Big Picture

MAY 20, 2025

First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. How do you manage around that 00:38:22 [Speaker Changed] As a disciplined investment shop? So there are four portfolio managers on every strategy at Bridgeway. I mean, and I immediately got the 80 20 rule.

Management 130

Management Numbers Transportation Accounting 130

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 75

Economics Government Economy Assets 75

Brown Advisory

MAY 31, 2017

Throughout this period, we often saw windows in which we believed that European valuations were more attractive, but we were cautious due to Europe’s high debt levels and struggles to generate economic growth. Further, we see room for the European economy to grow. is not particularly notable. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Throughout this period, we often saw windows in which we believed that European valuations were more attractive, but we were cautious due to Europe’s high debt levels and struggles to generate economic growth. Further, we see room for the European economy to grow. is not particularly notable. stocks since the middle of 2004.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

APRIL 1, 2015

In Engines That Move Markets, a 2002 book about the cycles of technology investing, Alasdair Nairn defines “bubbles” as periods when investors appear to suspend rational valuation, much as they had during the dotcom craze shortly before the book was published. economy following the financial crisis. Possible Signs.

Investments 52

Investments Investing Valuation Assets 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 162

Clients Investments Investing Management 162

The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

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. Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S.

Insurance 52

Insurance Portfolio Management Clients Government 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. We will also talk about tools we use to better understand how our portfolios might behave in a downturn.

Portfolio 52

Portfolio Clients Investments Investing 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. We will also talk about tools we use to better understand how our portfolios might behave in a downturn.

Portfolio 52

Portfolio Clients Investments Investing 52

Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

Marketing 52

Marketing Marketing Economy Financial Planner 52

Brown Advisory

JUNE 1, 2023

This is achieved by investing in a concentrated portfolio of companies that, according to our analysis, generate durable levels of free cash flow, exhibit capital discipline and have attractive valuations. They have been chosen for their capital discipline and durable fundamental cash flow, together with an attractive valuation.

Portfolio 52

Portfolio Valuation Investing Investments 52

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

Brown Advisory

NOVEMBER 28, 2017

Even if investors discard the notion of broadly timing the market, they still may have questions about staying invested in actively managed strategies during what they perceive as a risky market. Well, we believe that broader economic fundamentals are important for long-term stock valuations.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

NOVEMBER 28, 2017

Even if investors discard the notion of broadly timing the market, they still may have questions about staying invested in actively managed strategies during what they perceive as a risky market. Well, we believe that broader economic fundamentals are important for long-term stock valuations. It's the Economy.

Economy 52

Economy Clients Economics Management 52

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns. Diamonds In The Rough.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Brown Advisory

JUNE 21, 2023

The economy shakes, but the market shrugs. When macro conditions are uncertain, a banker’s approach to valuation can help. 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 Clients Asset Allocation 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.

Investments 147

Investments Investing Clients Assets 147

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. Europe's Slow Climb.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 12, 2016

We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others.

Food 52

Food Executive Compensation Portfolio Management Valuation 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

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. 6th Edition, 2015. We call this the win-win.”

Investments 52

Investments Investing Portfolio Clients 52

Brown Advisory

MAY 12, 2020

Mick Dillon and Bertie Thomson, portfolio managers of the strategy, are keenly aware of the events that have disrupted markets over the last five years, yet equally aware of the risk to the portfolio if they let those events distract them from their research and investment decisions. 6th Edition, 2015.

Investments 52

Investments Investing Portfolio Clients 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

Brown Advisory

FEBRUARY 14, 2023

We view sovereign bonds as an asset class with great potential to navigate and address key environmental and social challenges facing the global economy. Many corporations will likely have to restructure their business models, just as many countries will likely have to restructure their economies to mitigate and adapt to its effects.

Government 52

Government Investing Investments Economics 52

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investing 52

Investing Investments Portfolio Management 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

Brown Advisory

FEBRUARY 14, 2023

Many corporations will likely have to restructure their business models, just as many countries will likely have to restructure their economies to mitigate and adapt to its effects. Since then, Lula has taken power and we expect to see improvement in these areas over time, which will be important for the resilience of the Brazilian economy.

Government 52

Government Investments Investing Economics 52