Brown Advisory

MARCH 9, 2023

Topics in this episode include: The macro outlook for the new year, as markets kick it off with a meaningful tailwind and the first few months see a wave of stronger-than-expected data. Asset allocation for a year where bonds offer the most attractive returns they have compared to the expected returns for stocks in decades.

Asset Allocation 98

Asset Allocation Startup Clients Investing 98

Trade Brains

JANUARY 24, 2024

The Q3FY24 results displayed a positive outlook for the company with a 34% YoY increase in Total Revenue and 43% YoY in their assets under management (AUM). The Q3FY24 results displayed a positive outlook for the company with a 34% YoY increase in Total Revenue and 43% YoY in their assets under management (AUM).

Wealth Management 59

Wealth Management Distribution Clients Assets 59

Brown Advisory

MAY 3, 2023

They also touch on how value investors approach investing in technology, as well as the sector’s burgeoning status as a flight to safety asset like consumer staples was for so many years. HVAC, building products) are showing continued strength and should not be painted with a broad brush. Mike also discusses the potential for a strong U.S.

Banking 52

Banking Clients Asset Allocation Ethics 52

Brown Advisory

MAY 3, 2023

They also touch on how value investors approach investing in technology, as well as the sector’s burgeoning status as a flight to safety asset like consumer staples was for so many years. HVAC, building products) are showing continued strength and should not be painted with a broad brush. Mike also discusses the potential for a strong U.S.

Banking 52

Banking Clients Asset Allocation Ethics 52

James Hendries

DECEMBER 4, 2022

However, consumers were likely tapping into credit and using savings to support spending. In this week’s Weekly Market Commentary we share insights on publicly traded retailers, analyze their underperformance year to date, and look forward to 2023. Will a Resilient Consumer Support Holiday Retail?

Retail 52

Retail Marketing Marketing Sales 52

The Big Picture

MARCH 21, 2023

Tell us a little bit about that. ASNESS: A lot of us think they should.  The transcript from this week’s, MiB: Cliff Asness, AQR , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. It is a masterclass. I liked what they did.

Valuation 161

Valuation Investing Investments Numbers 161