John Templeton, the famous investor and creator of the Templeton Growth Fund, is credited with the popular saying, “The four most dangerous words in the English language are, ‘This time, it’s different.’” He initially used this phrase during a moment of extreme geopolitical uncertainty, but this quote has been referenced countless times over the years … Continued
In a period increasingly driven by technology and the pursuit of better health outcomes, innovation in weight loss drugs and Generative Artificial Intelligence (GenAI) have emerged as two promising avenues to address some of the most pressing issues facing society today. As GenAI progresses alongside innovations in weight loss drugs, we are going through one … Continued
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime panel to discuss her view on Nvidia among the growing semiconductor competition. Her commentary begins at the 2:13 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 … Continued
Brenda Vingiello, CFA, Sand Hill’s Chief Investment Officer, joined the CNBC Halftime panel to share her views on corporate earnings for the fourth quarter. Her commentary begins at the 1:28 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 … Continued
Brenda Vingiello, CFA, Sand Hill’s Chief Investment Officer, joined the CNBC Halftime panel to share her views on small cap stock valuation in the Q4. Her commentary begins at the 2:12 mark. This content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and such … Continued
Brenda Vingiello, CFA, Sand Hill’s Chief Investment Officer, made a guest appearance on CNBC’s Closing Bell to discuss the tech companies she believes has more upside potential. 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 … Continued
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime panel at the New York Stock Exchange to discuss Amazon’s earnings. Her commentary begins at the 1:17 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 … Continued
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime panel at the New York Stock Exchange to discuss her view on Apple’s earnings and the company’s future. Her commentary begins at the 2:26 mark. This content was produced and provided by an unaffiliated third party entity. We are providing this video as … Continued
July 21, 2023 The last several years have been full of unexpected surprises, with the most recent one being the lack of a recession given that many economists had been repeatedly predicting that one was surely just six months away. A recession has certainly seemed like it would be an obvious outcome when considering the … Continued
July 20, 2023 It is human nature to want to avoid loss and instead seek refuge in something that feels safe. After the very pronounced and painful market declines of last year, a new wave of participant risk aversion flooded markets as investors piled a record amount into money market funds, where $5.4 trillion of … Continued