Brown Advisory

AUGUST 11, 2023

Old economy refers to industries that have not changed significantly despite advances in technology – subsectors like steel, agriculture and manufacturing come to mind, but for inclusivity let’s broaden the definition out to the industrials and materials sectors. Source: FactSet. Data as of July 30, 202. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

Trade Brains

OCTOBER 22, 2023

The company’s operations are divided into two main segments: Sugar & allied businesses, which involve making sugar and distilling alcohol, and the Engineering business, which includes manufacturing high-speed gears, and gearboxes, and offering water/wastewater treatment solutions. Stock P/E 52.22 Cr EPS 107.7 Stock P/E 13.76

Engineering 97

Engineering Retail Manufacturing Investing 97

Trade Brains

JULY 10, 2024

It helps in diversifying portfolios, managing risks, and aligning investments with emerging trends like technology or green energy. It covers the entire ecosystem, from EV manufacturing to charging infrastructure and battery production. 0.26%), Central Depository Services (India) Ltd. 0.23%), 360 ONE WAM Ltd.

Healthcare 52

Healthcare Manufacturing Distribution Banking 52

Carson Wealth

JANUARY 16, 2024

Our LEI places less emphasis on manufacturing and business sentiment and more on consumer spending, which makes up roughly two-thirds of the economy, than some widely followed LEIs. high technology manufacturing base in the last year has been extraordinary. In addition, the investment in the U.S.

Investing 96

Investing Investments Marketing Marketing 96

Carson Wealth

JANUARY 2, 2024

Carson’s team provides its top charts that tell the story of 2023, including the four-year presidential cycle, high-tech manufacturing, bond yields, equity style performance, and a certain chipmaker that received a lot of attention. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 89

Marketing Marketing Economy Manufacturing 89

Carson Wealth

AUGUST 21, 2023

The Bank of America Global Fund Manager Survey surveys portfolio managers that manage hundreds of billions of dollars. Four positive stories on the manufacturing front are tailwinds for the economy. A diversified portfolio does not assure a profit or protect against loss in a declining market.

Marketing 52

Marketing Marketing Economy Retail 52

Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. BLOOMBERG, is a trademark and service mark of Bloomberg Finance L.P.,

Investing 52

Investing Investments Medical Portfolio 52

Brown Advisory

OCTOBER 28, 2019

Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Standard & Poor’s, S&P®, and S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”), a subsidiary of S&P Global Inc. Mon, 10/28/2019 - 14:59.

Investing 52

Investing Investments Medical Portfolio 52

The Big Picture

FEBRUARY 28, 2023

And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. You know, when I was a kid, my dad ran a manufacturing facility, and I remember being with him on the floor, you know, at the manager’s window or whatever, and him walked around that floor.

Clients 147

Clients Assets Investing Portfolio 147

Brown Advisory

AUGUST 14, 2023

Consequently, the correlations between our financial investments are low (aside from Mastercard and Visa) and this sector doesn’t show up as an outlier risk – notably it is well below our 5% “watch closely” level. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. I think that Ford is the world’s largest commercial vehicle manufacturer, will find its footing in EVs and come out with some pretty spectacular things.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. JOHNSON: And so, and the manufacturer had less power.

Management 222

Management Investing Assets Investments 222

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. Whereas in 1980, 70% of it was manufacturing asset intensive, et cetera. Maybe less so for equities or fixed income. And one of the worst performing factors has been valuation.

Numbers 147

Numbers Banking Management Marketing 147

The Big Picture

JULY 8, 2025

She’s had, you know, just about every job on the buy side and sell side, including portfolio manager, consultant to LBOs and m and as she’s just done so much stuff, it’s so interesting that she really brings just this unique set of experiences to Citi. Yeah, that makes sense. BlackRock especially.

Investing 26

Investing Investments Numbers Assets 26