Brenda Vingiello, our CIO, talks about three changes that eliminated some uncertainty in the market. See her commentary below at the 3:24 mark. 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 … Continued
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
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
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
Watch as our CIO, Brenda Vingiello, joins the ongoing debate on Tesla. Her remarks start at the 1:23 mark. 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
On February 28th, Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel to discuss recent market volatility. She discusses why earnings growth is an important factor that supports the performance of the stock market and why diversification is important in this environment. Brenda’s commentary begins at the 3:20 mark. The content was … Continued
Sand Hill CIO Brenda Vingiello, CFA joined CNBC’s Squawk Box as a guest contributor once again on February 24, 2022 to discuss recent market volatility and geopolitical events. Watch her full commentary in the clip below: The content was produced and provided by an unaffiliated third party entity. We are providing this video as a … Continued
On February 2nd, 2022, Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel to share her insights on the markets. With the return of market volatility in recent weeks, she highlights how strong company fundamentals and earnings growth will be the driver of returns this year, less so value expansion. Brenda’s commentary … Continued
January 27, 2022 Over the holidays, I watched a documentary called ‘The Rescue’ that recounts the incredible 2018 rescue effort of a young soccer team trapped deep in a cave system in Thailand. It’s an inspiring story about the heroic divers who swam for hours in complete darkness in narrow underwater caves and murky waters, … Continued
January 27, 2022 The beginning of any new year is typically a time of hopeful resolutions as we reflect and strive to improve upon the shortcomings of the prior year. Moreover, in the case of ringing in 2022, we were very much longing to see a general return to pre-pandemic norms. Unfortunately, the immediate start … Continued