Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, during her July 16, 2020 appearance on CNBC’s Halftime Report. In the video below, she discusses the impact of technology names in driving the markets thus far, as well as shifting the focus to companies that are more economically sensitive. Her commentary begins at the 0:54 … Continued
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, returned to CNBC’s Halftime Report on July 15, 2020 to discuss the current state of our economy, COVID-19 and market volatility. Her commentary begins at the 4:11 mark in the video below. The content was produced and provided by an unaffiliated third party entity. We are providing … Continued
July 14, 2020 SRI, ESG, and green investing are all variations on the broad theme of aligning investments with one’s values. The concept is not new, but it has evolved significantly over the years. My own involvement with socially responsible investing started fifteen years ago. At the time, if a client expressed a desire to … Continued
July 14, 2020 In just the first half of 2020, investors have faced a multitude of concerns, paramount of which are the health and safety of loved ones and the resiliency of their investment portfolio. It goes without saying that any investor watching the markets decline should rightfully check in on the state of their … Continued
April 28, 2020 Early into 2020, we experienced two rare events which have dramatically increased volatility and disruption in global economies. Along with economic disruption comes weakness in financial markets and an innate urge to exit investments, often when the stress has peaked. Although adjustments to investment portfolios are sensical, a complete exit, in our … Continued
April 28, 2020 In the book Good to Great, author Jim Collins coined the term Stockdale Paradox to describe a powerful psychological duality that seems to be shared by many successful business management teams in dealing with adversity. The name refers to Admiral James Stockdale, who was the highest-ranking United States military officer at the … Continued
April 28, 2020 In stark contrast to the strong economic trends that were in place earlier this year, the threat of COVID-19 and the corresponding government response to effectively stop all business activity, except essential services, has resulted in a deep global recession. GDP in the U.S. is projected to decline significantly in both the … Continued
In the video below from CNBC’s Halftime Report on January 31, 2020, Sand Hill Chief Investment Officer, Brenda Vingiello, CFA discusses how to approach the market volatility. The 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 … Continued
January 31, 2020 Odds are the average person does not spend a lot of time thinking about monetary policy, but what central banks have done over the last decade should not be overlooked or taken for granted. Economically speaking, this past decade will go down in history as being the decade of central bank intervention … Continued
January 31, 2020 Can you believe that the first iPad was introduced in April of 2010? Yes, it really was only ten years ago! Even as we celebrate the new year and new decade and what’s to come, stopping to think for a moment about what has changed over the last decade can be an … Continued