Brown Advisory

FEBRUARY 14, 2023

Sustainable Sovereigns: Integrating Sustainable Investment Analysis into Government Debt Research ajackson Tue, 02/14/2023 - 10:39 Brown Advisory has championed sustainable investing for more than a decade. Some years ago, we expanded our framework into sovereign bonds, a relatively less developed area in sustainable fixed income.

Government 52

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Brown Advisory

AUGUST 14, 2023

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.

Investing 52

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Trade Brains

OCTOBER 6, 2023

Reddy’s Laboratories, we compare their scale of operations, segments, financials, future plans and more… Today, we will fundamentally analyze two such Companies that form part of the Top 5 largest Pharmaceutical Companies in India. Then we will finally draw a proper comparison between the two before concluding the article.

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The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

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The Big Picture

DECEMBER 6, 2022

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.

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The Big Picture

JULY 24, 2023

Jawad Mian publishes a fascinating macro advisory letter that is read by many of the most well-known and influential investors on not just Wall Street but around the world. So every two or three times a month, I’ll write about some topic or theme that’s interesting. And so I started practicing writing online.

Marketing 130

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The Big Picture

JANUARY 16, 2024

Cathy Marcus is co CEO and global COO of p GM Real Estate, a $208 billion investor in real estate, part of the giant real estate investment firm, PIM. Barron’s 100 most influential women in US finance, lots and lots of others. They do debt, they do equity, they invest in public real estate, they invest in private.

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The Big Picture

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. RITHOLTZ: Sure.

Assets 154

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Trade Brains

FEBRUARY 20, 2024

Best Stock Market Magazines : Investing in the stock market is quite an intimidating task. To avoid this, as long-term investors, we need to read more about the markets, the sectors, and individual stocks. To avoid this, as long-term investors, we need to read more about the markets, the sectors, and individual stocks.

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Marketing Marketing Startup Education 59

The Big Picture

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. He helps to oversee $2.5 RITHOLTZ: Really?

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Economy Numbers Portfolio Marketing 143

Brown Advisory

OCTOBER 4, 2021

Considering Climate within Portfolios ajackson Mon, 10/04/2021 - 11:00 An increasing number of investors are seeking to incorporate climate change in their investment calculus. The pace and scale of private investment in infrastructure and solutions have reached critical mass; according to the IEA, U.S.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

An increasing number of investors are seeking to incorporate climate change in their investment calculus. The pace and scale of private investment in infrastructure and solutions have reached critical mass; according to the IEA, U.S. All of this change is transforming the investment landscape.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

WiserAdvisor

FEBRUARY 12, 2024

Asset allocation is the primary building block of any investment strategy. It is the process of spreading investments across various asset classes to optimize the balance between risk and potential returns. As discussed above, it varies according to individual investment goals, time horizons, and risk tolerance.

Asset Allocation 59

Asset Allocation Assets Risk Tolerance Portfolio 59

Dear Mr. Market

MARCH 11, 2023

We’re proud to say that My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 105

Investing Investments Portfolio Assets 105

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. RITHOLTZ: I can imagine. BARATTA: Yeah. BARATTA: Yeah.

Assets 154

Assets Investing Investments Valuation 154

The Big Picture

JULY 31, 2023

Actually I played sports growing up and I really liked that kind of reporting, which is sort of really beat reporting at its most basic, right? So anyway, I covered M&A for them for about two years. And it really is a fascinating tale told from a really interesting perspective. HOFFMAN: Not a powerhouse, no.

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Retail Government Economy Economics 130

The Big Picture

JULY 19, 2022

He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” The passion came when I went to invest the country’s foreign exchange reserves there and it was very much global government bond markets. Welcome to Bloomberg. ANTTI ILMANEN. Absolutely.

Investing 130

Investing Investments Valuation Portfolio 130

The Big Picture

MAY 21, 2024

She is one of the few people who combine quantitative investing with behavioral finance. Not a common one-two punch, and and she’s fantastic at it. They got bought by Bank America. She’s been with them for 23 years. Her current title is Head of Equity and Quantitative Strategies. I found the conversation really fascinating.

Numbers 143

Numbers Management Banking Marketing 143

The Big Picture

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. What does that mean?

Banking 143

Banking Investing Investments Marketing 143

The Big Picture

DECEMBER 26, 2023

Every now and then, he will do a deep dive into things like sentiment or sector rotation. You work at Capital Growth Financial and in former global markets before you join investing Giant Merrill Lynch in 2007, what was that transition like from smaller shops to a really, really big one? 00:00:58 [Speaker Changed] Glad to be here.

Marketing 154

Marketing Marketing Financial Advisor Clients 154

The Big Picture

SEPTEMBER 26, 2022

Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing. But thankfully, two of the people I met there, Jim Kimsey, and Marc Seriff, and I co-founded America Online in 1985. So I was going to ask you why something so fundamental blocking and tackling its access.

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The Big Picture

FEBRUARY 12, 2024

He came to public attention for shorting, probably most famously, Lehman Brothers, about eight months before the company went bankrupt. The performance at the fund flagged, which sort of set him back hunting for what was going wrong with his style of value investing. And I joined their two year analyst program.

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Management Investing Investments Economy 286

The Big Picture

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. And I said, wow, this is the most amazing thing I’ve ever seen. Really a fascinating career, a really, really interesting person.

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Taxes Banking Clients Management 271

The Big Picture

NOVEMBER 28, 2023

His name is Peter Atwater, and he is the author of several books, most recently, the Confidence Map, charting A Path From Chaos to Clarity. And this is everything from securitized credit cards to investing and and beyond. And they’re two very different things. And they’re two very different things.

Banking 253

Banking Media Economics Food 253

The Big Picture

AUGUST 22, 2023

So you co-author two books with two Nobel laureates and you practically write a third one with George Lucas. He’s the most creative person I’ve ever met. And then two hours later, he’d say, “I see the fundamental flaw and we have to give up.” RITHOLTZ: Thank you so much for joining us.

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Economics Media Government Numbers 245