Can the Bull Market Continue to Run?

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

Positioning for the Future

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

CNBC Squawk Box: Market Trends | October 25, 2024

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

CNBC Squawk Box: Market Trends | August 30, 2024

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

Focusing on the Big Picture

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

CNBC Halftime Report: Software Market Update| May 30, 2024

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

CNBC Last Call: Market Risks | April 29, 2024

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

Moving Past the Pandemic Environment

There is a common saying that time heals almost everything. Yet, even as we embark on the fifth year since the pandemic began, most of us are still longing for many pre-pandemic norms that we used to take for granted. At this stage, it is becoming increasingly likely that some things may never return to … Continued

When Macro Overwhelms the Micro

When allocating to investments, understanding the dynamic relationship between macroeconomic and microeconomic factors is crucial. While microeconomic investing focuses on exposure to individual companies, macroeconomics examines broad economic trends, indicators and events that influence entire markets. Understanding the different elements can be helpful for investors especially when portions of the public markets, including individual stocks, … Continued

CNBC Halftime: Portfolio Moves | March 14, 2024

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joins Jenny Harrington on “Halftime Report” to go over their most recent portfolio moves. Brenda’s commentary begins at the 1:37 mark. 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 … Continued