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

Sand Hill Market Update October 29, 2018

Following very strong third quarter stock market returns, volatility in October has picked up significantly, culminating this week with a correction that caused the S&P 500 to move into negative territory for the year. Given the severity of the sell-off, (down 10% since late September) as well as the significant daily volatility, we thought you … Continued

Is This What “Normal” Feels Like?

When the year began, it seemed like the economic landscape was great and only getting better. Congress had just passed a sweeping tax reform package, leading economic indicators suggested acceleration in economic growth, corporate earnings growth was being revised higher, and even tensions in North Korea appeared to be softening. The stock market reacted favorably … Continued

The Plot Thickens: More Than Meets the Eye

As we reflect on the last eight years, various stages of the economic and market recovery have unfolded like chapters in a book.  Many parts have told a predictable tale and, at various times, we have been left wondering if there would be an unpredictable twist or a surprise ending.  While the story may be … Continued

Tales from the Shift: “Have Share Buybacks Peaked…?”

When companies have excess cash on their balance sheet, they have a few buckets they can allocate towards. However as it relates to sharing that cash with stockholders, it all comes down to buybacks and dividends. Whereas companies have long returned cash to shareholders, momentum shifted earlier this decade towards share repurchases with corporate America … Continued

Money, Religion and Politics

These were the three topics most of us were raised to believe should never be a part of polite conversation, but with a hard fought and contentious presidential election campaign just weeks away from completion, such taboo subjects are inevitably top of mind for many investors.  And while every presidential cycle tests our emotions, particularly … Continued

Cloudy with a Side of Volatility

It has been almost seven years since the world’s economy and markets reached their global financial crisis lows. Since then, domestic stock and bond markets have recovered strongly but the economic cycle has been slow to progress, and the pace of growth has been disappointing relative to previous economic recoveries.  In this lower-for-longer growth environment, … Continued

How to Ensure Your Portfolio is Seaworthy in Stormy Markets

“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.” – William A. Ward Before setting out on a long journey at sea, you prepare your boat for the severe weather conditions you are likely to encounter.  In the course of planning your trip, you will likely also … Continued

A Return to the Old Normal

The U.S. stock market performance during 2013 can be described as nothing other than extraordinary. Not only were new highs achieved, but overall return levels were the highest in 15 years for the S&P 500 and the highest in 18 years for the Dow.  While the markets rose significantly, the underlying economic condition was less … Continued