On August 9, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Halftime Report program as a guest contributor once again. In the below clip, she discusses how current stock market valuations aren’t as concerning for three reasons: the current low interest rate environment, the extent of corporate earnings beats this quarter, and the … Continued
July 29, 2021 With the arrival of summer and the improving post-COVID re-opening well underway—despite the recent concerns about the Delta variant—there is increasing optimism in the air. People are planning social events and booking travel again. Employees are heading back to work, and consumers are spending. Economic data generally looks strong, and prices are … Continued
July 29, 2021 For the better part of the last decade, central banks around the world have battled deflation as globalization, technological innovation, and slow economic growth have weighed on prices. Efforts to stimulate economies included buying bonds and keeping short-term interest rates low. And yet, even as central bank balance sheets ballooned—and in turn … Continued
Brenda Vingiello, CFA, once again joined the CNBC Halftime Report program on July 26, 2021. In the below clip, Brenda shares her thoughts on the anticipated earnings week for the tech sector. Her commentary begins at the 1:34 mark. This content was produced and provided by an unaffiliated third party entity. We are providing this … Continued
On July 14, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Squawk Box program as a guest commentator once again. She discussed investing through possible volatility as the Fed starts to taper their bond buying program and as true inflation numbers start to appear. Brenda’s comments begin at the 2:01 mark below: The … Continued
On June 22nd, 2021, Brenda Vingiello, CFA, joined the CNBC Halftime Report program for a special edition: the Investment Committee Stock Summit for the 2nd half of 2021. In the below clip, Brenda shares her thoughts on the Consumer Discretionary sector — focusing on Disney, CVS and TJ Maxx Companies — and the impact on … Continued
Sand Hill Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report Panel once again on May 27, 2021 and shared her thoughts on owning FAANG stocks as part of a diversified portfolio. Watch the clip below to hear her commentary: This content was produced and provided by an unaffiliated third party entity. We … Continued
On April 30, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Halftime Report panel once again. In the below clip, Brenda discusses the continued growth of the e-commerce space, as well as the corporate earnings expansion that is starting to materialize and expected to continue as the year progresses. The content was produced … Continued
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
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