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Shadow Consumption

Brown Advisory

Consumer spending accounts for about 70% of economic activity, so any weakness drags down growth, employment, wage gains and stock prices—the biggest engines of prosperity. Richard Gamper, Strategic Planning Analyst, Brown Advisory. . By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.

Food 52
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Investment Perspectives | China's Shock

Brown Advisory

Much has been written about the changing composition of the Chinese economy, from an industrially based engine to more of a consumer-led enterprise. Market dislocations can sometimes cause allocations to shift away from one’s strategic plan, so we are reviewing portfolios to be sure they remain in line.

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics.

Assets 173
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Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

The Big Picture

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. And it gives us a batting average so we can understand is a portfolio manager winning more ideas than they lose. John Wasserman is my audio engineer.