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 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