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

CNBC Halftime Report: The Importance of Earnings Growth | February 28, 2022

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

CNBC Halftime Report: The Importance of Company Fundamentals To Performing Through Market Volatility| February 2, 2022

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