A Steep Bond Market Reset

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

CNBC Halftime Report: The Importance of Fundamentals and Pricing Power in 2022 | January 20, 2022

On January 20, 2022, Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again to discuss recent market volatility and possible upcoming Federal Reserve action. In the below clip, she highlights how strong company fundamentals and pricing power will be important considerations when investing this year. Click on the … Continued

The Punch Bowl’s Long Good-Bye

July 29, 2021 With the arrival of summer and the improving post-COVID re-opening well underway—despite the recent concerns about the Delta variant—there is increasing optimism in the air. People are planning social events and booking travel again. Employees are heading back to work, and consumers are spending. Economic data generally looks strong, and prices are … Continued

A Throwback to the 1970s?

July 29, 2021 For the better part of the last decade, central banks around the world have battled deflation as globalization, technological innovation, and slow economic growth have weighed on prices. Efforts to stimulate economies included buying bonds and keeping short-term interest rates low. And yet, even as central bank balance sheets ballooned—and in turn … Continued

Where Might Investors Shift If More Stimulus Is Enacted? CNBC’s Halftime Report | February 19, 2021

On February 19, 2021, Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again. In the below clip, Brenda addresses the question of which sectors may benefit from rising interest rates and additional economic stimulus. CNBC’s Scott Wapner directs this question to Brenda beginning at the 3:30 mark. The … Continued