Remove investment why-industrial-development-costs-have-continued-spike
article thumbnail

Mid Summer Heat

Talon Wealth

Markets rose this week as PMI data continues its streak of expansionary readings. COVID-19 cases have been rising nationally again, with most new cases being attributed to the “Delta” variant, but so far deaths have not been spiking, a new development that likely can be attributed to large swaths of the population having been vaccinated.

article thumbnail

Global Leaders Strategy Investment Letter: August 2023

Brown Advisory

Global Leaders Strategy Investment Letter: August 2023 bgregorio Mon, 08/14/2023 - 05:34 Just want the PDF? Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. We have seen these factor risks play out many times.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Investment Perspectives | Cool Change

Brown Advisory

Investment Perspectives | Cool Change ajackson Tue, 08/06/2019 - 08:46 "Time for a cool change; I know that it's time for a cool change." Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments.

article thumbnail

Investment Perspectives | Cool Change

Brown Advisory

Investment Perspectives | Cool Change. After more than 50 years of writing research reports and investment letters (including the last 20 with Brown Advisory), it’s time to pass the baton to a better qualified, more knowledgeable and—yes—younger colleague who can take Investment Perspectives forward. Tue, 08/06/2019 - 08:46.

article thumbnail

Transcript: Luis Berruga, Global X ETFs

The Big Picture

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast I have an extra special guest, Luis Berruga has a fascinating career as both a tech wizard and investment banker before becoming CEO of Global X ETFs. They are a $40 billion thematic ETF shop that have some of the most interesting ETFs that are out there.

Clients 157
article thumbnail

Transcript: David Snyderman, Magnetar Capital

The Big Picture

00:00:15 [Barry Ritholtz] This week on the podcast, I have a fascinating and extra special guest. They have an incredible track record. 00:01:19 [David Snyderman] Thank you very much for having me, Barry. So safety, you have to be pretty fast and 00:02:23 [David Snyderman] That was the issue. David Snyderman.

Banking 144
article thumbnail

Transcript: Kristen Bitterly Michell

The Big Picture

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. So you have really very interesting background. Her name is Kristen Bitterly Michell. RITHOLTZ: Right.

Clients 293