The start of a new year often inspires reflections on the past, with renewed effort to apply any lessons we’ve learned to try to anticipate what the future might bring. In the realm of financial markets, learning never stops, and one of the most significant lessons from the past five years or so—which includes the … Continued
The U.S. economy spent most of 2024 with short-term interest rates stuck at around 5.3%. Then, in September, the Fed finally began lowering rates just as football season kicked off (better luck next year to my teams, the Georgia Bulldogs and the San Francisco 49ers). As fall turned to winter, the Fed had delivered 100 … Continued
Brenda Vingiello, Sand Hill’s Chief Investment Officer, joined Squawk Box to discuss her thoughts on the latest market trends and market outlook for 2025. This content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and such provision does not imply that Sand Hill or … Continued
Following the post-COVID stimulus hangover in 2022, the bull market has continued to run. One of the key factors was the Federal Reserve’s decision to reduce interest rates in September, delivered nearly a year after they teased the market that the change was coming. Additional drivers of the market run include a massive capital expenditure … Continued
For the past decade, the list of the largest publicly traded U.S. companies has consistently been dominated by many of the same technology firms. These have become the hallmark of our country’s innovative culture, with their products and services working their way into almost every facet of our lives. This is especially true for many … Continued
Brenda Vingiello, Sand Hill’s Chief Investment Officer, joined Squawk Box to discuss her thoughts on market trends following the upcoming election. This content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and such provision does not imply that Sand Hill or any of our … Continued
Brenda Vingiello, Sand Hill Global Advisors CIO, joins ‘Squawk Box’ to discuss the latest market trends ahead of the opening bell. This content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and such provision does not imply that Sand Hill or any of our … Continued
When I started working on Wall Street about a generation ago, it was a pivotal moment for the economy and was during what was then termed the Information Revolution, when new forms of internet-driven entertainment, commerce, research, work, and communication were becoming commonplace. That period was also characterized by a stock market bubble bursting that … Continued
Brenda Vingiello, Sand Hill’s Chief Investment Officer, joined the Halftime Report to discuss the software space. This content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and such provision does not imply that Sand Hill or any of our employees, officers, or directors endorse, … Continued
Sand Hill Global Advisors Brenda Vingiello joins CNBC Last Call to share her thoughts on the current markets. This content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and such provision does not imply that Sand Hill or any of our employees, officers, or … Continued