AI’s Transition from Promise to Earnings

Many clients have been asking us what our expectations are for artificial intelligence (AI) and how it will ultimately shape the economy, capital markets, and the overall job landscape. While it’s still early to draw firm conclusions, the signs increasingly point to the beginning of a meaningful societal shift—one that appears to be unfolding at … Continued

CNBC Squawk Box: Market Trends | October 25, 2024

Brenda Vingiello, Sand Hill’s Chief Investment Officer, joined Squawk Box to discuss her thoughts on market trends following the upcoming election. 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 Hill or any of our … Continued

CNBC Halftime: Corporate Earnings | September 29, 2023

Brenda Vingiello, CFA, Sand Hill’s Chief Investment Officer, joined the CNBC Halftime panel to share her views on corporate earnings for the fourth quarter. Her commentary begins at the 1:28 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

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

Global Recovery Discussion on CNBC’s Halftime Report | April 24, 2019

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, returned to CNBC’s Halftime Report panel to discuss the global recovery and where markets go from here. Brenda’s commentary begins just after the 1:00 mark. The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and … Continued

Discussing the Impact of a Possible U.S. – China Trade Deal on Markets During CNBC’s Halftime Report | February 22, 2019

Watch Brenda Vingiello, Sand Hill’s Chief Investment Officer, during her February 22nd appearance on CNBC’s Halftime Report. She once again joined the panel to discuss the possible impact of a U.S. – China trade deal, corporate earnings, currency and global growth. The content was produced and provided by an unaffiliated third party entity. We are … Continued

Global Trade Discussion on CNBC’s Halftime Report | February 21, 2019

In the clip, Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, once again returns to CNBC’s The Fast Money Halftime Report panel to discuss the markets and reaction to the current U.S.-China trade talks. The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only … Continued