Brown Advisory CIO Perspectives

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  • Welcome to our Investment Podcast where our CIOs explore issues of the day with leading investors from inside and outside Brown Advisory.
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Economía Finanzas Personales
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Episodios
  • Positioning for Uncertainty: 2025 Asset Allocation Perspectives/Outlook

    Positioning for Uncertainty: 2025 Asset Allocation Perspectives/Outlook
    Mar 14 2025
    In this latest episode of CIO Perspectives, Sid Ahl, Co-CIO of Private Client, Endowments and Foundations at Brown Advisory, conversed with Paul Chew, Firm Chief Investment Officer and Kif Hancock, CIO International. They analyze the 2025 Asset Allocation Outlook, noting market volatility and the significant shifts since the US elections. The conversation highlights initial investor enthusiasm about deregulation and tax cuts under the new administration, which quickly shifts to concerns over tariffs and cost-cutting. Paul emphasizes the market's current uncertainty, noting rapid changes in investor sentiment and significant declines in major tech stocks. Kif provides insights into European market dynamics, noting increased investment due to structural reforms and cheaper valuations compared to the US. Sid and Paul also discuss the implications of AI advancements, particularly the impact of the Chinese company DeepSeek on tech stocks. The dialogue concludes with reflections on fixed income markets, US fiscal concerns and opportunities in private markets. Overall, this discussion underscores the need for diversification and adaptive strategies in the current economic landscape.Disclosures: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 as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell or hold any securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.Alternative Investments may be available to Qualified Purchasers and/or Accredited Investors only.“Magnificent Seven” (Apple, Microsoft, Alphabet, Amazon, Meta Platforms, NVIDIA and Tesla)NASDAQ, INC. (“NASDAQ”) NASDAQ name and other marks are registered trademarks of The NASDAQ OMX Group, Inc. All proprietary rights, including intellectual property rights, remain property of NASDAQ.Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. Brown Advisory does not render legal or tax advice. Prior to making an investment decision, a prospective investor should consult with its own legal, tax, accounting and other advisors to determine the potential benefits, burdens and other consequences of such investment. Definitions of indices used are below. An investor cannot invest directly into an index. Index Information:The S&P 500® Index represents the large-cap segment of the U.S. equity markets and consists of approximately 500 leading companies in leading industries of the U.S. economy. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure. An index constituent must also be considered a U.S. company. These trademarks have been licensed to S&P Dow Jones Indices LLC. S&P, Dow Jones Indices LLC, Dow Jones, S&P and their respective affiliates (collectively "S&P Dow Jones Indices") do not sponsor, endorse, sell, or promote any investment fund or other investment vehicle that is offered by third parties and that seeks to provide an investment return based on the performance of any index. This document does not constitute an offer of services in jurisdictions where S&P Dow Jones Indices does not have the necessary licenses. S&P Dow Jones Indices receives compensation in connection with licensing its indices to third parties.The MSCI ACWI Index captures large and mid-cap representation across Developed Markets (DM) and Emerging Markets (EM) countries. The Index covers approximately 85% of the global investable equity opportunity set. MSCI Indexes and products are trademarks and service marks of MSCI or its subsidiaries. The MSCI ACWI captures large and mid-cap representation across Developed Markets (DM) and Emerging Markets (EM) countries. The index covers approximately 85% of the ...
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    54 m
  • Election Reflections: Economic, Market and Policy Implications, A CIO Podcast Special

    Election Reflections: Economic, Market and Policy Implications, A CIO Podcast Special
    Nov 15 2024
    In the latest episode of CIO Perspectives, Sid Ahl and Erika Pagel from Brown Advisory discuss the impact of the recent U.S. elections on markets and policy. Joined by colleagues Eric Gordon and Alice Paik, they delve into the implications of a "red sweep" with Trump winning the presidency and Republicans gaining control of both the House and Senate. This political shift is expected to lead to pro-growth, pro-business policies, including potential corporate tax cuts and deregulation, which have already sparked significant market reactions. Sid and Erika highlight the market's immediate positive response to the election results, noting the S&P 500's rise and the broadening of returns in various sectors. They also discuss broader economic implications, such as potential changes to corporate tax, tariffs, immigration, and energy policies, and concerns about the rising deficit and inflation. Eric Gordon adds that the positive market response is driven by relief over a definitive election outcome and the potential for pro-business policies. He warns, however, that the long-term sustainability of this rally depends on the actual implementation of these policies and how they affect inflation and interest rates. Alice Paik provides insights on the tax policy changes expected under the new administration, emphasizing the need for taxpayers to remain prepared for potential legislative shifts. Overall, the discussion underscores the market's cautious optimism while highlighting the uncertainties that lie ahead. Disclosures: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 as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.Alternative Investments may be available for Qualified Purchasers and/or Accredited Investors only.The views expressed are solely for informational purposes and do not represent an endorsement of any political party or candidate.“Magnificent Seven” (Apple, Microsoft, Alphabet, Amazon, Meta Platforms, Nvidia and Tesla)Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. Brown Advisory does not render legal or tax advice. Prior to making an investment decision, a prospective investor should consult with its own legal, tax, accounting and other advisors to determine the potential benefits, burdens, and other consequences of such investment.The CBOE Volatility Index, or VIX, is an index created by CBOE Global Markets, which shows the market's expectation of 30-day volatility. The Cboe Companies, their third-party service or data providers, or any party from whom they have licensed trademarks or indices (collectively, the “Cboe Parties”) do not guarantee the accuracy, completeness, or timeliness of the Content, trademarks, strategies or values, or the methodologies or input data used to calculate index values.The Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe. The Russell 2000® Index is a subset of the Russell 3000® Index representing approximately 10% of the total market capitalization of that index. It includes approximately 2000 of the smallest securities based on a combination of their market cap and current index membership. The Russell 1000® Value Index measures the performance of the large-cap value segment of the U.S. equity universe. The index was developed with a base value of 140.00 as of December 31, 1986.The Frank Russell Company (“Russell”) is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell ® is a trademark of Frank Russell Company. Neither Russell nor its licensors accept any liability...
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    49 m
  • Japan’s Reforms, China’s Struggles and the Case for Asian Stocks with Ward Ferry’s Vineet Mitera

    Japan’s Reforms, China’s Struggles and the Case for Asian Stocks with Ward Ferry’s Vineet Mitera
    Oct 8 2024

    In this episode of CIO Perspectives, Sid Ahl and Erika have a chat with Vineet Mitera, the CIO/Manager at Ward Ferry Management, an independent investment firm based in Hong Kong. The discussion highlights the investment landscape across various Asian markets, emphasizing the importance of healthy balance sheets, regional economic conditions, and sector-specific opportunities. Key themes include the resilience of Indian companies, the cautious yet opportunistic approach in China, the promising reforms and undervalued sectors in Japan and the growth potential in ASEAN markets.


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    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 as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only and is not individually tailored for or directed to any particular client or prospective client.

    Alternative Investments may be available for Qualified Purchasers and/or Accredited Investors only.

    Definitions

    Earnings before interest, taxes, depreciation, and amortization (EBITDA) is an alternate measure of profitability to net income. It's used to assess a company's profitability and financial performance.

    Free cash flow (FCF) is a measure of financial performance calculated as operating cash flow minus capital expenditures and changes to net working capital.

    Free cash flow yield is calculated as the inverse of an index’s price-to-free cash flow ratio. In other words, it is calculated as the expected free cash flow of the index divided by the index’s current price.


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    1 h y 11 m

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