CNBC Halftime Report: Consumer Health | July 15, 2022

Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join the CNBC Halftime committee to discuss the current market environment and what investors should expect from the upcoming Federal Reserve meeting. Her commentary begins at the 03:12 mark. The content was produced and provided by an unaffiliated third party entity. We are providing this video … Continued

CNBC Squawk Box: Navigating the Current Market Environment | July 12, 2022

Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join CNBC Squawk Box to discuss the current market 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 our employees, officers, … Continued

CNBC Halftime Report: Analyzing the Fed Chair’s Testimony | June 23, 2022

Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join the CNBC Halftime Report to discuss the Federal Reserve’s interest rate hike and its impact. 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 … Continued

CNBC Halftime Report: Strategies in a Volatile Market | June 10, 2022

On June 10, 2022, Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again to discuss the ongoing market volatility. Her commentary begins at the 4:01 mark. The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and … Continued

Writing History One Day at a Time

May 2, 2022 Without a doubt, the past few years—and probably the rest of this decade—will ultimately be memorialized in the history books as quite unique, given the nature of the pandemic and the extraordinary fiscal and monetary responses to the economic conditions that it prompted. As students of our time, we have all learned … Continued

The Coming Deglobalization

April 29, 2022 Fifty years ago, Air Force One, recently renamed the “Spirit of ‘76” in honor of our nation’s pending bicentennial, landed at the Shanghai airport. When its door opened and President Richard Nixon walked out, it was the first time in 25 years that diplomatic relations had reopened between the two countries. The … Continued

Goldilocks Heads Back into the Forest

April 29, 2022 Absent some blips, the financial markets enjoyed a Goldilocks environment for well over a decade, defined as a well-balanced economy supported by moderate economic growth and low inflation (not too hot, not too cold). Given the paradigm change due to high inflation, and the Federal Reserve response, we are indeed in a … Continued