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Seeing 20/20 into 2020?

Following the market’s swoon last year, many investors became convinced that a recession was lurking right around the corner. After all, the stock market has proven to be a fairly reliable leading indicator before – and a steep sell-off is rarely just noise. Yet, the Federal Reserve quickly reversed course, stock markets responded with their … Continued

Time Is Money

Once again, the US – and about 70 other countries worldwide – recently went through the annual spring-forward ritual of moving clocks ahead one hour, and they will all fall back a similar amount later this year. Change is in the air, however, to eliminate this long-standing practice. The EU is currently evaluating a permanent … Continued

What to Make of the Yield Curve Inversion

Being upside-down, or inverted, can be disorienting as it defies gravity, and the sudden shift in balance can be dizzying and uncomfortable. In late March, the bond market encountered its own unsettling inversion when the yield on the 10-year Treasury dipped below the yield on the 3-month Treasury for the first time in over a … Continued

A Turbulent Ride

The last six months have been a turbulent time in the financial market as we endured the two most extreme return quarters for the S&P 500 since the financial crisis. If you are asking yourself, “What happened?!”, you’re not alone. Few experts predicted a year of negative stock market returns in 2018 given the favorable … Continued

Global Recovery Discussion on CNBC’s Halftime Report | April 24, 2019

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, returned to CNBC’s Halftime Report panel to discuss the global recovery and where markets go from here. Brenda’s commentary begins just after the 1:00 mark. The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and … Continued

Discussing the Impact of a Possible U.S. – China Trade Deal on Markets During CNBC’s Halftime Report | February 22, 2019

Watch Brenda Vingiello, Sand Hill’s Chief Investment Officer, during her February 22nd appearance on CNBC’s Halftime Report. She once again joined the panel to discuss the possible impact of a U.S. – China trade deal, corporate earnings, currency and global growth. The content was produced and provided by an unaffiliated third party entity. We are … Continued

Global Trade Discussion on CNBC’s Halftime Report | February 21, 2019

In the clip, Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, once again returns to CNBC’s The Fast Money Halftime Report panel to discuss the markets and reaction to the current U.S.-China trade talks. The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only … Continued

2018 – Making Lemonade From a Lemon

Last year was a year many in the investing world would rather forget as investors were tested with two double-digit stock market corrections that felt particularly jarring following 2017, a year when volatility was abnormally low. These significant market pullbacks inevitably test the ability of both professional and amateur investors alike to maintain conviction and … Continued