On April 30, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Halftime Report panel once again. In the below clip, Brenda discusses the continued growth of the e-commerce space, as well as the corporate earnings expansion that is starting to materialize and expected to continue as the year progresses. The content was produced … Continued
July 20, 2020 At some point in the not-too-distant future—whether through herd immunity, treatment, vaccine or a disease-state mutation—the health-related threat of the coronavirus will begin to fade away. While the exact timing of that seminal moment remains anybody’s guess, there is little doubt that post-pandemic life is going to look very different. Understanding just … Continued
January 31, 2020 Can you believe that the first iPad was introduced in April of 2010? Yes, it really was only ten years ago! Even as we celebrate the new year and new decade and what’s to come, stopping to think for a moment about what has changed over the last decade can be an … Continued
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
Throughout history, global economies have undergone several distinct transitions in the form of industrial revolutions marking massive transitions to new manufacturing processes. These revolutions have caused major tipping points in history altering many aspects of life, often enriching those who enabled the change. Not surprisingly, some of the most compelling investment opportunities have emerged during … Continued
As we reflect on the eventful year just passed, it is a good reminder of how difficult it can be to predict market outcomes. Even in the eighth year of a business cycle, and during a period when domestic policy struggles and geopolitical tensions were probably at their highest level in a decade, capital markets … Continued
Investors have had a lot to be excited about thus far in 2017. With stocks reaching new all-time highs and longer-term interest rates trending lower, every asset class, with the exception of commodities, has delivered a positive return. However, two important markets – the U.S. stock market and the U.S. bond market – have begun … Continued
A growing topic of conversation amongst many investors is how to properly think about their investment performance within context of the current environment of historically low interest rates and persistently low inflation. To answer that question, it is helpful to look back at the last forty years of history and incorporate that period’s steady decline … Continued
The British Are Leaving! The British Are Leaving! Following months of debate on the potential impact and ramifications of membership in the European Union, the people of the United Kingdom voted last night to ‘leave’ in a historic referendum. Global markets have responded significantly to the downside, a move exacerbated by poorly interpreted polling data … Continued
“Life imitates Art far more than Art imitates Life.” – Oscar Wilde In the run-up to this year’s Super Bowl, the New England Patriots found themselves playing defense against allegations tied to whether or not someone had intentionally deflated their footballs in order to improve their ability to grip them. Just as the Patriots spent … Continued