Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, returned to CNBC’s Halftime Report panel on August 5, 2020. In the clip below, Brenda discusses her view on the hard hit banking sector and what to watch for in a possible recovery. Her commentary begins at the 2:23 mark. Please reference this chart, which should be reviewed … Continued
July 20, 2020 At some point in the not-too-distant future—whether through herd immunity, treatment, vaccine or a disease-state mutation—the health-related threat of the coronavirus will begin to fade away. While the exact timing of that seminal moment remains anybody’s guess, there is little doubt that post-pandemic life is going to look very different. Understanding just … Continued
July 20, 2020 During WWII, the U.S. government aggressively sold war bonds to individual citizens, urging them to buy bonds to help support the war, and it proved to be a very successful campaign. Today, we are fighting a different kind of “war”, but we are not exactly being enticed by the government to save … Continued
July 20, 2020 Pondering the year 2020 so far is exhausting, and probably a little disorienting too. Many adjectives could apply given the mixed and ever-changing messages with regard to just about everything, coming from everywhere. Financial markets have only added to this heightened level of confusion for most people as the stock market initially … Continued
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