April 27, 2023 With the multiple levels of support thrown at global economies and capital markets post 2019, many have forgotten what an economic cycle is, and many are too young to have experienced one. Until February of 2020, the U.S. economy was enjoying the longest expansionary period on record which caused many to question … Continued
April 26, 2023 Even though George Carlin and others have long pushed the boundaries, there are still some words—including a certain “S” word—that are typically not used in polite company. In the investment arena, there is another unwelcome “S” word that most people prefer not to speak of. That word is stagflation. And yet, there … Continued
April 25, 2023 Social media has transformed our lives, so much so that it has gained a sort of legitimacy as a means of communication and information sharing. Many “internet celebrities” have ridden this wave, despite having little to no background or expertise in the areas related to their posts. According to a TIAA survey, one-third … Continued
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined CNBC’s Squawk Box on March 20, 2023 to share her views on the Fed’s interest rates plan. 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 … Continued
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report to share her views on the current environment for regional banks. Her commentary begins at the 4:29 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
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, made a special appearance on CNBC’s Special: Taking Stock on March 6, 2023 to discuss the 60/40 portfolio. 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 … Continued
On February 24th, 2023, Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report panel to share her view on consumer strength in the current market environment. Her commentary begins at the 3:51 mark. This content was produced and provided by an unaffiliated third party entity. We are providing this video as … Continued
On February 10, 2023, Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report investment committee to discuss the potential impact of rising rates on valuation multiples. 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 … Continued
February 2, 2023 The beginning of every new year always brings opportunity for fresh perspectives, and usually expectations of improving upon the prior year. We are hopeful that this task won’t be too hard in the capital markets, as there was certainly a lot of turbulence last year with most assets delivering some of their … Continued
January 31, 2023 The path and pace to higher interest rates in 2022 and its impact on the bond market was like a steep and strenuous climb for even the most seasoned hikers. Setting out from the valley floor, at the lowest interest rates in history, the terrain grew quickly and increasingly challenging as the … Continued