Brown Advisory

SEPTEMBER 3, 2015

China’s plummeting stock prices, slowing economic growth and currency volatility have pushed many investors out of the market. Nevertheless, we believe that a discriminating investment strategy toward China and neighboring emerging markets has the potential to yield meaningful long-term gains, especially from growth in China’s middle class.

Insurance 52

Insurance Portfolio Management Clients Government 52

The Big Picture

DECEMBER 6, 2022

Sure, most of the industry are passive giant ETFs from the likes of Vanguard and BlackRock and State Street. And we discussed everything from their Founder-Run Companies ETF, I love the stock symbol BOSS, to Lithium, to Covered Call writing within Nasdaq and S&P Wind power, just on and on. What’s it like in Spain?

Clients 150

Clients Investing Investments Management 150

Trade Brains

JANUARY 5, 2023

These alternative technologies in transport are mainly based around electric vehicles with many companies jumping on the bandwagon to get some traction before the industry gets a radical shift away from traditional fossil fuels. Why Electric and What is the plan ahead? Top EV Stocks in India – Leading Vehicle Manufacturers.

Manufacturing 98

Manufacturing Transportation Government Engineering 98

Brown Advisory

MARCH 24, 2021

Hearing, Seeing and Thinking: Signs of a bear steepener emerge, high-flying tech stocks wobble, and thoughts on inflation jharrison Wed, 03/24/2021 - 05:32 Jump to: What we're hearing | What we're seeing | What we're thinking | Download PDF > Welcome to our latest edition of Hearing, Seeing and Thinking (HST). You get the idea.

Assets 52

Assets Economics Investing Investments 52

Brown Advisory

MARCH 24, 2021

Jump to: What we're hearing | What we're seeing | What we're thinking | Download PDF >. What We're Hearing. TW of power annually 2 – a figure on par with a medium-sized European country (e.g. Rising prices make mining more attractive. What We're Seeing. showing for the S&P 500® Index 5.

Assets 52

Assets Economics Investing Investments 52

The Big Picture

FEBRUARY 28, 2023

They have a very thoughtful approach and a very long-term approach to making investments in the private markets. He is the chief executive officer of the Partners Group, which is Europe’s biggest listed private equity and buyout firm, with a market cap of about $25 billion. Tell us about that. LAYTON: Yeah.

Investing 140

Investing Investments Clients Assets 140

The Big Picture

APRIL 18, 2023

 The transcript from this week’s, MiB: Joe Barratta, Blackstone’s Global Head of Private Equity , is below. I found this to be a fascinating conversation because Joe’s career has very much paralleled the growth of private equity. With no further ado, my discussion of private equity with Blackstone’s Joe Baratta.

Assets 150

Assets Investing Investments Valuation 150

The Big Picture

APRIL 4, 2023

Ken was there at the beginning of the private credit markets when he was working at Drexel. It’s fantastic. Let’s start out by digging into your career which is really quite fascinating. You start at Drexel in the M&A group, what was that, like? Tell us a little bit about that. Yes, right.

Banking 140

Banking Management Investing Investments 140

The Big Picture

MARCH 12, 2024

And on top of that, he’s pretty much a quantitative geek. So he’s looking at this not simply from the typical real estate investment perspective, but from a deep quantitative, analytical basis. It’s great to be here. What does that mean? What got you interested in real estate? And I said, none.

Banking 140

Banking Investing Investments Marketing 140

The Big Picture

MAY 2, 2023

Ben Clymer took a buyout offer from UBS in 2008 right in the middle of the financial crisis and said, “I know what I’m going to do. And it’s turned into a $100 million business with incredible investors and just a huge brand on the internet. Let’s talk a little bit about how a blog becomes a business.

Retail 158

Retail Insurance Advertising Numbers 158

The Big Picture

APRIL 2, 2024

The transcript from this week’s, MiB: Angus Deaton on America’s Wealth & Inequality , is below. What a delight. Really, the work he’s done on inequality came after the Nobel Prize based on a book him and his wife put out, and a number of papers. He wrote, what, what can I say?

Healthcare 140

Healthcare Medicine Economics Numbers 140

Brown Advisory

FEBRUARY 7, 2017

Investment Perspectives | Fat Tails achen Tue, 02/07/2017 - 16:20 The title of this piece may conjure up images of odd looking dogs or cats, or monkeys no longer able to dangle effectively from trees, but that’s not what we have in mind. It strikes us that we may be in a period of elevated kurtosis. Higher Kurtosis?

Investing 52

Investing Investments Management Portfolio 52

Brown Advisory

FEBRUARY 7, 2017

The title of this piece may conjure up images of odd looking dogs or cats, or monkeys no longer able to dangle effectively from trees, but that’s not what we have in mind. Instead, we’re thinking of a phenomenon by the name of “kurtosis,” which may have implications for investing in today’s markets. Higher Kurtosis?

Investing 52

Investing Investments Management Portfolio 52