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.

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Abnormal Returns

DECEMBER 15, 2023

slate.com) Economy Derek Thompson talks the impact of GLP-1 drugs with Zach Reitano CEO of the telehealth platform Ro and Dr. Robert Lustig. youtube.com) Investing Barry Ritholtz talks with Joel Tillinghast, portfolio manager of the Fidelity Low-Priced Stock Fund.

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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."

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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.

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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. Q: Can you describe your investment process?

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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. A: Our process consists of three steps: idea generation, due diligence and portfolio construction. Wed, 09/20/2017 - 16:43.

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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.

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Validea

MARCH 18, 2025

From the end of the “Great Moderation” era to practical insights about market timing and portfolio management, Liz Ann’s wisdom offers valuable perspective for investors of all levels.

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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.

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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”?

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The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. As you, as you may recall, the insurance companies had huge commercial loan portfolios in those days that they were using to backstop long dated life insurance liabilities. And you know, we’re a, we’re a concentrated manager.

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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?

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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.

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The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? 00:02:52 [Speaker Changed] Well, the statistical side definitely comes from my degree and then work as a project manager at MIT. Same number of shares is just gonna be, you know, 0.001 of the portfolio.

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The Big Picture

AUGUST 16, 2022

We do discretionary macro trading, which is typically a portfolio manager — and we have some number of portfolio managers, 15 or 18 different portfolio managers that independently manage a book of, you know, risk assets. And they will decide what they’re going to buy and sell.

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WiserAdvisor

MAY 13, 2025

A well-diversified portfolio helps protect against market volatility and minimizes the risk of significant losses. At the same time, some portion of the portfolio should be allocated to growth-oriented investments, like equities or real estate, to help combat inflation and maintain purchasing power over time.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting.

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Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios. For investors with a portfolio covering multiple asset classes, the tasks of excising climate risk and finding new climate-related opportunities can be daunting. CLIMATE DASHBOARD: SUSTAINABLE MODEL PORTFOLIO AS OF 6/30/21. Mon, 10/04/2021 - 11:00. A 360-Degree Climate Evaluation.

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Advisor Perspectives

SEPTEMBER 20, 2024

Portfolio managers and traders must keep their ears out for clues on the state of the broad economy, specific industries, and individual companies. Conference season brings about its own set of volatility catalysts.

Portfolio Management 52

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Advisor Perspectives

SEPTEMBER 19, 2024

Portfolio managers and traders must keep their ears out for clues on the state of the broad economy, specific industries, and individual companies. Conference season brings about its own set of volatility catalysts.

Portfolio Management 52

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Brown Advisory

AUGUST 24, 2023

The team discusses this and Mick talks about the tools he, and his global equity team, use to assess various macro risks and determine which factors are legitimate threats to the cash flows of their portfolio companies. He used case studies of portfolio holdings Taiwan Semiconductor and AIAA in a discussion of opportunities and risks.

Economy 52

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Brown Advisory

AUGUST 24, 2023

The team discusses this and Mick talks about the tools he, and his global equity team, use to assess various macro risks and determine which factors are legitimate threats to the cash flows of their portfolio companies. He used case studies of portfolio holdings Taiwan Semiconductor and AIAA in a discussion of opportunities and risks.

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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.

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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.

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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.

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Portfolio Management Economy Portfolio Management 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Over the long term, that stance has paid off.

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47.

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Advisor Perspectives

SEPTEMBER 30, 2024

Portfolio Manager Andrew Mattock, CFA, assesses the key components of the growth measures announced by the central bank and financial regulators in terms of their potential impact on the economy and the Chinese equity market.

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The Big Picture

FEBRUARY 12, 2024

I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. Like employment is really pretty full right now and the economy is kind of humming along.

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The Big Picture

MARCH 7, 2023

And all these questions that I was trying to answer had direct applications to hedge fund strategies and portfolio management. And the place where I was looking for this risk factors was in the real economy. Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital.

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MarketWatch

MARCH 14, 2023

Under a best-case scenario, investors’ fears would be calmed as California’s Silicon Valley Bank and Signature Bank in New York are reorganized “in an orderly fashion,” according to Chris Crawford, the Boston-based portfolio manager of the firm’s Strategic Long Short Fund. The flip-side scenario is that the U.S. All three major U.S.

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Validea

AUGUST 26, 2022

His firm has begun restructuring portfolios in order to jump on the burgeoning opportunities in the current market, reports an article in Financial Standard. 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.

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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.

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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.

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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!

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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.

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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.

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