When I started working on Wall Street about a generation ago, it was a pivotal moment for the economy and was during what was then termed the Information Revolution, when new forms of internet-driven entertainment, commerce, research, work, and communication were becoming commonplace. That period was also characterized by a stock market bubble bursting that … Continued
Brenda Vingiello, Sand Hill’s Chief Investment Officer, joined the Halftime Report to discuss the software space. This 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 Sand Hill or any of our employees, officers, or directors endorse, … Continued
Sand Hill Global Advisors Brenda Vingiello joins CNBC Last Call to share her thoughts on the current markets. This 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 Sand Hill or any of our employees, officers, or … Continued
There is a common saying that time heals almost everything. Yet, even as we embark on the fifth year since the pandemic began, most of us are still longing for many pre-pandemic norms that we used to take for granted. At this stage, it is becoming increasingly likely that some things may never return to … Continued
When allocating to investments, understanding the dynamic relationship between macroeconomic and microeconomic factors is crucial. While microeconomic investing focuses on exposure to individual companies, macroeconomics examines broad economic trends, indicators and events that influence entire markets. Understanding the different elements can be helpful for investors especially when portions of the public markets, including individual stocks, … Continued
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joins Jenny Harrington on “Halftime Report” to go over their most recent portfolio moves. Brenda’s commentary begins at the 1:37 mark. This 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 … Continued
Brenda Vingiello, Sand Hill Global Advisors CIO, joined ‘Squawk Box’ to discuss the latest market trends ahead of the opening bell. This 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 Sand Hill or any of our … Continued
Sand Hill Global Advisors’ CIO, Brenda Vingiello, joined Squawk Box to discuss her view on the latest CPI report. This 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 Sand Hill or any of our employees, officers, … Continued
Not to be overshadowed by the strong returns from equity markets last year, bond market investors also have something to celebrate as we turn the page on 2023. After 525 basis points of rate hikes in the past two years, something shifted in 2023, and it shifted fast. The yield on the 10-year Treasury peaked … Continued
As we reflect on the year that just passed and attempt to forecast what may be in store for this new year, we can’t help but wonder if 2023 was the grand finale of the many unique pandemic distortions that have kept us guessing for the past four years. From the Summer of spending on … Continued