February 2, 2021 Since the 2008 Financial Crisis, many prognosticators have prematurely anticipated the end of the 60/40 portfolio—the well-established strategy of investing 60% of your portfolio into stocks and the remaining 40% into bonds. In our view, their inopportune call was shaped by the extreme nature of that experience, which led to widespread forced … Continued
February 2, 2021 Municipal bonds ended a volatile 2020 with broad market indices up more than 5% for the year. With a new incoming administration, we now set our sights on what potential changes lie ahead for the muni market. At roughly $4 trillion in size, the national muni market is a vital part of … Continued
February 2, 2021 Last year was unlike any other year in modern history as it was filled with emotion and uncertainty, yet it also showcased just how adaptable we can be as technological adoption accelerated and changed the way we did almost everything, seemingly overnight. Many new developments—such as telemedicine, widespread eCommerce, and Messenger RNA … Continued
January 15, 2021 As we close the market’s performing worst week since October, Brenda shares her views on how a market pause would be healthy, and how she’s structuring client portfolios as we look to the 2nd half of 2021. Her commentary begins at the 1:58 mark in the clip below: The content was produced … Continued
Sand Hill CIO Brenda Vingiello, CFA, was asked “Where do we go from here?” during her January 8, 2021 appearance on the CNBC Halftime Report. Hear her response by watching the video below: The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and … Continued
December 28, 2020 Sand Hill CIO Brenda Vingiello once again joined the CNBC Squawk Box program earlier this week. In the below clip, she discusses the possible shift into cyclical and value sectors, the future of growth and technology in 2021, as well as transportation, energy and aerospace. Please reference this chart, which should be reviewed … Continued
December 7, 2020 During Sand Hill CIO Brenda Vingiello’s latest appearance on the CNBC Halftime Report panel, she discusses the recent market recovery and what to expect as we head into 2021. Her commentary begins at the 3:04 mark. Click below to watch: The content was produced and provided by an unaffiliated third party entity. … Continued
During Sand Hill CIO Brenda Vingiello’s most recent appearance on the CNBC Halftime Report panel, she discusses the recent volatility leading into the election, and how the firm is not making portfolio adjustments based on possible election outcomes. Click below to watch: The content was produced and provided by an unaffiliated third party entity. We … Continued
October 21, 2020 This year will surely go down in the history books as one of the most puzzling in terms of reconciling much of the economic data with various trends that are difficult to justify given the challenging overall environment that so many people are facing. This has created two very different realities for … Continued
October 14, 2020 As the capital markets have gone through turmoil in 2020 due to the global pandemic, significant portions of the equity universe have been able to hold steady and, in many cases, thrive. While many investors have benefitted by purchasing winning stocks in their portfolio, others are fortuitously exposed to public companies due … Continued