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

It’s Not the Years, It’s the Mileage

Forecasting in 2016 was a tough business to be in given the wild year politically, the meaningful jump in interest rates – and rising geopolitical uncertainty broadly.  It is hard to imagine the U.K. decision to leave the European Union or the U.S. election outcome making the world a more predictable place, yet each of … Continued

Digesting the 2016 Election

The unexpected victory of Donald Trump has been a reminder of the growing dissatisfaction many Americans have with the political establishment of this country.  Even though we can look to history, which tells us elections and presidents don’t typically have a lasting impact on financial markets, many are questioning whether it will be different this … Continued

Quarterly Market Overview: Q2 2016

When the Federal Reserve ended its stimulative bond buying program, commonly known as “Quantitative Easing”, some investors questioned whether the U.S. economy would be able to support itself without additional stimulus. Since that time, the economy has continued to grow, albeit at a slow pace, and global equity markets have slogged through a volatile period … Continued

Still Waters Run Deep

“Damn the torpedoes, full speed ahead!” – Admiral Farragut (paraphrased), August 5th, 1864 In the final year of the American Civil War, as part of a larger effort to blockade Confederate ports, Admiral Farragut entered the heavily mined port of Mobile, Alabama.  Tethered, underwater mines were known as ‘”torpedoes” in those days.  As his fleet … Continued