When FOMO Meets SLOMO: The Ups and Downs of Momentum Investing

April 27, 2021 Once it became evident late last autumn that the tens of billions of dollars spent to discover COVID vaccines were bearing fruit, the investment mindset switched from trepidation to enthusiasm. Whereas professional investors tend to be fully invested, the positive upward momentum in the equity market pulled cash and new investors off … Continued

Too Much of a Good Thing?

April 27, 2021 Over the last year, we have all dreamed of getting back to pre-pandemic life, but it seemed as though that might never become a reality. And yet, sentiment has recently changed for the better and a return to what we all think of as normal could be occurring soon. Vaccines in the … Continued

What’s Your Special Purpose?

April 22, 2021 From 1996 to 2018, the number of publicly listed companies in the United States fell by more than 45%. This stunning statistic is the result of ongoing mergers and acquisitions, plus the vast amounts of capital available to private companies and the perceived regulatory hurdles associated with going public. Not since the … Continued

The American Jobs Plan

April 20, 2021 President Biden recently introduced The American Jobs Plan, his proposal to address our country’s aging infrastructure, which many could agree is in need of improvement. The bill, estimated to cost around $2 trillion dollars, includes approximately $600 billion for transportation infrastructure upgrades alone, which studies show many Americans support. Additional infrastructure upgrades … Continued

Why Remaining Tactical is Important in the Current Market Environment | CNBC Halftime Report | March 24, 2021

During her March 24, 2021 appearance on CNBC’s Halftime Report, Brenda Vingiello, CFA, discusses the current market environment and the need to remain tactical with investment decisions as we continue to navigate the impact of the pandemic and the possibility of rising interest rates and inflation. The content was produced and provided by an unaffiliated … Continued

Where Might Investors Shift If More Stimulus Is Enacted? CNBC’s Halftime Report | February 19, 2021

On February 19, 2021, Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again. In the below clip, Brenda addresses the question of which sectors may benefit from rising interest rates and additional economic stimulus. CNBC’s Scott Wapner directs this question to Brenda beginning at the 3:30 mark. The … Continued