Brown Advisory CIO Perspectives
Brown AdvisoryWelcome to our Investment Podcast where our CIOs explore issues of the day with leading investors from inside and outside Brown Advisory.
| Publishes | Infrequently | Episodes | 12 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Categories | BusinessInvesting | ||||
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Latest Episodes
In our latest episode, Sid and Erika cover some of the major themes in the recently produced 2024 Outlook and share their thoughts on the surprising resilience of the US economy, the mounting impact of higher rates, concerns about the deficit and fis... more
In this episode, Erika Pagel and Sid Ahl are joined by Brown Advisory’s David Schuster, portfolio manager of the firm’s Small Cap Fundamental Value strategy, for a discussion about the surprising resilience of capital markets in the face of a challen... more
In our latest episode, Sid and Erika are joined by Mick Dillon, who co-manages Brown Advisory’s Global Leaders and Global Focus strategies and has played a critical role in developing the firm’s global equity investment platform since joining Brown A... more
As the end of the first quarter of 2023 approaches, Sid Ahl and Erika Pagel are joined by Jon Bassett and Joe Pasqualichio to discuss one of the most fascinating technological developments of the new year: the new developments in generative AI. The g... more
The last weeks of the year have been packed with plenty of high-profile headlines. Digging beyond them may offer clues into the market environment materializing and how to navigate the new year. more
Investors have plenty of challenges to focus on as a volatile year enters its final months. The global growth picture seems to be slowing, corporate earnings may face headwinds and geopolitical tensions seem to be rising. And while we believe private... more
Open From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. But markets, which climb the proverbial “wall of worry” have posted a meaningful rebound off summer lows. configuration options more
As we approach the first half of 2022, volatility is back with a vengeance. This follows an unusually tranquil 2021 where markets seemed to only glide upwards. more
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