Advisor Perspectives

APRIL 11, 2023

We introduce a tool for assessing how the market responds to news about the economy and about government monetary and fiscal policy.

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Government Marketing Marketing Economy 59

Advisor Perspectives

APRIL 13, 2023

The stakes are high, and it appears likely that our deeply divided government is headed for another debt-ceiling showdown. Divided governments have typically been good for the markets; however, they often spell trouble when it comes to negotiating fiscal matters.

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Government Marketing Marketing 40

MarketWatch

FEBRUARY 8, 2023

Georgia senators voted Tuesday to permanently block schools and most state and local government agencies from requiring people to get vaccinated against COVID, the Associated Press reported, in the latest move to scrap such a mandate.

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Government Marketing Marketing 98

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

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Government Investing Investments Economics 52

Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

Government 52

Government Investing Investments Economics 52

Advisor Perspectives

JANUARY 13, 2023

Chinese government entities are set to take so-called “golden shares” in units of Alibaba Group Holding Ltd. and Tencent Holdings Ltd., suggesting Beijing is moving to ensure greater control over key players in the world’s largest internet arena.

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Government 52

MarketWatch

DECEMBER 1, 2022

The MTA will have to raise fares if it does not get additional funds from New York State, New York City or the federal government. At a monthly board meeting on Wednesday, Willens said the largest mass transit system in the U.S. could see a $3 billion budget deficit by 2025. The MTA had already planned to hike fares by 4% a year, but Gov.

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Government Transportation Budgeting Marketing 98

MarketWatch

MARCH 13, 2023

stocks opened lower Monday after the government took steps to support the banking system after the collapse of Silicon Valley Bank on Friday sparked contagion fears. The Dow Jones Industrial Average DJIA was down 0.7%

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Banking Government Insurance Economy 75

MarketWatch

MARCH 29, 2023

The contract simplifies the federal procurement process, making it easier for government customers and federal agencies to buy Blink equipment. “We

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Government Marketing Marketing 74

A Wealth of Common Sense

MAY 18, 2023

A reader asks: I have recently shifted a substantial portion of the cash portion of my savings into 3-4 month T-bills to take advantage of higher yields and state tax advantages. As of today, they are all set to mature in June and July.

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Portfolio Government Taxes 96

ClearMoney

DECEMBER 5, 2021

Exhibit 1 shows that roughly half the Organization of Economic Co-operation and Development (OECD) member countries have general government debt-to-gross domestic product2 (debt/GDP) ratios above 70%, with 10 countries—including the US, Japan, and the United Kingdom (UK)—exceeding 100%. Turning to the Data.

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Government Economics Commission Debt Management 52

MarketWatch

DECEMBER 14, 2022

China's National Health Commission scaled back its daily COVID report starting Wednesday, after a decline in PCR testing as the government eased restrictions, the Associated Press reported.

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Government Commission Numbers Marketing 98

Advisor Perspectives

APRIL 13, 2023

The lack of diversification benefits of government bonds in 2022 was painful for multi-asset investors. The sell-off in US Treasuries in particular was sharp, and we saw correlations versus stocks move well into positive territory.

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Assets Government 40

Brown Advisory

JUNE 13, 2022

Our Perspective on Optimal Governance Structure. For many endowments and foundations (E&Fs), working with a new advisor can offer a great opportunity to consider aspects of board governance that should ensure a smooth transition and a successful, long-term, collaborative partnership. Mon, 06/13/2022 - 14:12.

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Government Investment Advisor Portfolio Investing 52

Brown Advisory

JUNE 13, 2022

Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor.

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Government Investment Advisor Portfolio Investing 52

Norman Marks

NOVEMBER 28, 2022

I was surprised and pleased, surprised and flattered, and then disappointed by a new publication by NIST (the US Department of Commerce’s National Institute of Standards and Technology). NIST published NISTIR 8286D, Using Business Impact Analysis to Inform Risk Prioritization and Response this month.

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Government 94

MarketWatch

MAY 24, 2023

government could meet its forecast of halving inflation this year, even after data showed a stronger-than-forecast 8.7% Bank of England Gov. Andrew Bailey said there was still a chance the U.K. year-over-year rise in consumer prices in April. The peak for inflation was 11.1%.

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Banking Government Economy Food 40

MarketWatch

MAY 15, 2023

INTU fell premarket Monday, ahead of the release this week of a government report on a proposal to let the IRS allow people prepare and file their taxes electronically and for free — directly with the agency. The stocks of H&R Block Inc. HRB and TurboTax parent Intuit Inc.

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Taxes Government Electronics Economics 75

Brown Advisory

SEPTEMBER 6, 2022

Investing for Purpose: A Governance Perspective on Mission-Aligned Investment Strategy. Tue, 09/06/2022 - 10:17. Increasingly, investment committee members are exploring mission-aligned investing for the organizations they serve.

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Investing Investments Government Portfolio 98

Wealth Management

MARCH 17, 2023

Clients moved money from two Schwab Value Advantage Money funds, which had a combined $195 billion of assets as of March 15, representing the largest redemptions in at least six months.

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Clients Portfolio Government Assets 94

MarketWatch

MARCH 14, 2023

banks, one in which government bonds would be the “toxic asset” at the center of it all.That’s one of two scenarios being entertained by European global investment manager Eric Sturdza Investments, which managed $1.3 billion across eight funds as of January. Crawford wrote in a note on Tuesday.

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Assets Banking Government Management 76

MarketWatch

DECEMBER 12, 2022

Senate Majority Leader Charles Schumer on Monday said lawmakers should prepare to vote on a one-week stopgap budget to head off a looming government shutdown this weekend. Without a stopgap budget, many government operations would shut down after midnight Friday.

Budgeting 40

Budgeting Government Marketing Marketing 40

Brown Advisory

OCTOBER 22, 2021

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Fri, 10/22/2021 - 14:56 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. Historically, ESG analysis of sovereign debt was primarily focused on governance issues.

Government 52

Government Investing Investments Economics 52

Brown Advisory

OCTOBER 22, 2021

Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research. Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. FROM CORPORATE CREDIT TO GOVERNMENT DEBT FUNDAMENTAL AND ESG RESEARCH. Fri, 10/22/2021 - 14:56.

Government 52

Government Investing Investments Economics 52

Norman Marks

JULY 25, 2022

My thanks to Alex Sidorenko, who recently wrote about The Directors and Chief Risk Officers Group (DCRO) on his blog in Companies need intelligent risk-taking to survive according to DCRO Institute. I really like the shift from talking about risk management to risk-taking.

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Government Risk Management Management Compliance 56

MarketWatch

DECEMBER 8, 2022

The founder of Foxconn Technology Group FXCOF reportedly wrote a letter attempting to persuade the Chinese government to relax its zero-COVID policy, saying China’s position in the global supply chain was under threat, people familiar with the matter told The Wall Street Journal.

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Government Medicine Numbers Food 75

Discipline Funds

MAY 2, 2023

We ran a short scenario analysis of the US debt ceiling debates and how this might play out. We think the risk of an actual default is extraordinarily low, but it’s useful to run through the scenarios and policy response in any case. The long story short is that the Treasury and Fed would have to go around Congress and self fund the spending.

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Government Budgeting 52

Advisor Perspectives

APRIL 3, 2023

If the Congressional brinksmanship continues until the U.S. is in default, the economic consequences – globally, nationally, and for individuals – will be severe.

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Government Economics 52

Wealth Management

MAY 17, 2023

The worst part of law school can yield good results in the real world.

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Government 75

Pragmatic Capitalism

OCTOBER 26, 2022

Bond vigilantes reflect the idea that bond investors can attack a government debt market and dictate terms that the government wouldn’t otherwise desire. I’ve never liked this concept as I [ … ]

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Government Marketing Marketing 186

The Big Picture

SEPTEMBER 24, 2022

This yield curve subtracts the return on short-term government bonds from long-term government bonds.” Bond markets are also showing signs of uncertainty, with the 10-year minus 2-year Treasury yield curve acting as a prime example. ” The post Visualizing Interest Rates Since 2020 appeared first on The Big Picture.

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Government Marketing Marketing 200

Abnormal Returns

MAY 25, 2023

ritholtz.com) Why are politicians willing to destroy trust in the government's ability to pay its bills? (slate.com) Economy Weekly initial unemployment claims are still now screaming recession. bonddad.blogspot.com) Consumer sentiment is now all mixed up with political beliefs.

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Financial Advising Startup Economy Investing 246

Nerd's Eye View

FEBRUARY 8, 2023

government is the largest employer in the country, it can be especially helpful for advisors to be familiar with the ins and outs of (and recent changes to) the Federal government’s own defined contribution plan: the Thrift Savings Plan (TSP). But given that the U.S.

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Planning Retirement Retirement Planning Financial Advisor 234

The Big Picture

MARCH 20, 2023

What are the differences between insured depositors getting their cash back, a private sector rescue orchestrated by the Fed or the Swiss government, and a taxpayer-funded bailout? This is the government financially rescuing people despite—or perhaps because of— their own enormous recklessness and incompetence.”

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Banking Insurance Government Financial Market 325

MarketWatch

FEBRUARY 22, 2023

China has asked state-owned firms to stop using Ernst & Young and other major global accounting firms over prolonged concerns of data security, Bloomberg reported on Wednesday. last year to allow U.S auditors to inspect hundreds of New-York-listed Chinese firms.Offshore firms are still allowed to use U.S.

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Government Accounting Marketing Marketing 75

Mish Talk

OCTOBER 27, 2022

Exports and Government Spending Trigger a 2.6 Percent Jump in Third-Quarter GDP Please consider Exports and Government Spending Trigger a 2.6 Q: If Amazon is seeking to cut costs, again, what's that mean? A: The US consumer threw in the towel. We can see that if one looks beyond the GDP headline. Percent Jump in Third-Quarter GDP.

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Government Sales Economics 174

Calculated Risk

MAY 8, 2023

For loans to households, banks reported that lending standards tightened across all categories of residential real estate (RRE) loans other than government-sponsored enterprise (GSE)-eligible and government residential mortgages, which remained basically unchanged. Meanwhile, demand weakened for all RRE loan categories.

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Banking Government Marketing Marketing 145