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
On December 21st, 2022, Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report investment committee to share her views on earnings as we head into 2023. Her commentary begins at the 3:08 mark. This content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience … Continued
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, join CNBC’s Squawk Box to discuss our view on bonds in this environment. The 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 … Continued
On December 8th, 2022, Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report panel to share our views on the energy sector. Her commentary begins at the 2:05 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
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, join CNBC’s Squawk Box to discuss our view on inflation. The 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
October 25, 2022 2022 has delivered some record drops in both the stock and bond markets. In the month of September alone, the S&P broke below the previous June closing low, declining 1.03%. Similarly, the Dow dropped another 1.11%. This type of volatility can be incredibly stressful for investors, and understandably so, but it should not … Continued
October 25, 2022 It is not unusual for the Federal Reserve Board to tighten monetary policy when the economy is perceived to be over-heated, but such action rarely coincides with a period of back-to-back, negative Gross Domestic Policy (GDP) reports. However, in the first half of 2022, the Fed did just that with a string … Continued
October 25, 2022 As financial markets continue to deliver volatile and negative returns this year, it certainly feels like one of the biggest tests of patience we have collectively felt in a very long time. To make matters worse, there are many significant economic contradictions that exist right now that only add to this heightened … Continued
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join CNBC’s Closing Bell: Overtime to discuss the day’s market activity and where they sees stocks heading from here. Brenda’s commentary begins at the 9:05 mark. The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience … Continued