Brown Advisory
JUNE 14, 2018
NOW 2018 Conference: Our Investment Team’s Roundtable Recap achen Thu, 06/14/2018 - 10:27 The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds.
Brown Advisory
JUNE 14, 2018
NOW 2018 Conference: Our Investment Team’s Roundtable Recap. achen. Thu, 06/14/2018 - 10:27. The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds.
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Brown Advisory
JUNE 12, 2018
Earnings Guidance: Really Helpful, or a Red Herring? achen Tue, 06/12/2018 - 10:00 Last week, Jamie Dimon and Warren Buffett dropped an interesting nugget in a joint interview on CNBC, calling for an end to quarterly earnings guidance that, in their view, brings an “unhealthy focus” on short-term profits vs. long-term business success. Dimon and Buffett are both legends in the investment business with well-earned reputations, and they raise an important philosophical discussion.
Brown Advisory
JUNE 12, 2018
Earnings Guidance: Really Helpful, or a Red Herring? achen. Tue, 06/12/2018 - 10:00. Last week, Jamie Dimon and Warren Buffett dropped an interesting nugget in a joint interview on CNBC, calling for an end to quarterly earnings guidance that, in their view, brings an “unhealthy focus” on short-term profits vs. long-term business success. Dimon and Buffett are both legends in the investment business with well-earned reputations, and they raise an important philosophical discussion.
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Brown Advisory
JUNE 11, 2018
Subprime Auto Loans: Should We Be Worried? achen. Mon, 06/11/2018 - 11:42. In recent years, signs of weakness have crept into the leading indicators for the three key consumer finance sectors—mortgages, auto loans and student loans. It’s true that indicators, such as delinquency rates for average consumers, have come off their post-crisis lows. But context is essential for understanding the real story, and whether these data points are a cause for panic, blips on the radar, or something in betwe
Brown Advisory
JUNE 14, 2018
The Fed Meeting: It’s All about Expectations. achen. Thu, 06/14/2018 - 11:45. On Wednesday, the Federal Open Market Committee concluded its June meeting. There was a lot to digest: Another 25bp rate hike, clearer signals about two more hikes in 2018, a new set of economic projections, and Fed Chairman Powell’s press conference. Here are some of our team’s initial thoughts.
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