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Hearing, Seeing and Thinking: Signs of a bear steepener emerge, high-flying tech stocks wobble, and thoughts on inflation

Brown Advisory

In addition to having a long history as a financial asset, gold has economic applications in electronics, medicine and jewellery. Stocks with ultra-high valuations led that charge, as Tesla, Peloton, Pinduoduo and DocuSign all saw double-digit gains. Assets that produce no cash (e.g. Catherine D.

Assets 52
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Hearing, Seeing and Thinking: Signs of a bear steepener emerge, high-flying tech stocks wobble, and thoughts on inflation

Brown Advisory

In addition to having a long history as a financial asset, gold has economic applications in electronics, medicine and jewellery. Stocks with ultra-high valuations led that charge, as Tesla, Peloton, Pinduoduo and DocuSign all saw double-digit gains. Assets that produce no cash (e.g. Catherine D.

Assets 52
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Investors Facing Rising Risks Need Solid Defense, Savvy Offense

Brown Advisory

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure.

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Investors Facing Rising Risks Need Solid Defense, Savvy Offense

Brown Advisory

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. Criteria evaluated include: market capitalization, financial viability, liquidity, public float, sector representation, and corporate structure.

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Transcript: Marta Norton

The Big Picture

And how do we think about them from a valuation perspective? And actually, that sweet, that collection of strategies, which is in the Morningstar alternatives fund is where a lot of our portfolio managers were turning to at the end of last year when, you know, fixed income is so poor on a prospective basis, equity, valuations are really high.

Portfolio 130