• 16 days ago

The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...

By Brown Advisory In Emerging Markets, Sustainability, Wealth Practice, Industry, Macro, Hedge Funds, Portfolio Construction, Thematic / Megatrends, Private Markets, Fixed Income, Equities

• 22 days ago

Our research team spends considerable time thinking about the nuances of executive compensation, and whether these ample awards align with shareholders. John Bond, Technology sector analyst states,...

By Brown Advisory In Fixed Income, Equities, Sustainability, Portfolio Construction

• 23 days ago

The macroeconomic discussion surrounding AI can also be captured in Chart 3, which shows the S&P 500® Index market capitalization versus nominal U.S. GDP. It’s clear that current valuation far exce...

By Brown Advisory In Macro, Thematic / Megatrends, Fixed Income, Equities, Portfolio Construction

• 23 days ago

As fixed income investors, and perhaps differently from some of our equity investor counterparts, we believe both macroeconomics and microeconomics must be considered during the investment process....

By Brown Advisory In Macro, Portfolio Construction, Fixed Income, Equities, Sustainability

• 1 month ago

Sustainability and value investing have not always been seen as natural bedfellows. Historically, most sustainable strategies have focused on the high-growth areas of the market – the remit of inno...

By Brown Advisory In Equities, Thematic / Megatrends, Sustainability

• 1 month ago

The U.S. large-cap equity market, particularly the Russell 1000® Growth Index and S&P 500® Index, has seen exceptional performance, reaching record highs on multiple occasions over the past few yea...

By Brown Advisory In Equities, Thematic / Megatrends

• 1 month ago

The views and opinions expressed in this video are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as...

By Brown Advisory In Sustainability, Wealth Practice, Thematic / Megatrends, Industry, Macro, Equities, Fixed Income, Emerging Markets, Indexing / Passive

• 1 month ago

Highlights:

By Brown Advisory In Thematic / Megatrends

• 1 month ago

Source: Reuters

By Brown Advisory In Equities