In the latest episode of CIO Perspectives, Sid Ahl and Erika Pagel from Brown Advisory discuss the impact of the recent U.S. elections on markets and policy. Joined by colleagues Eric Gordon and Alice Paik, they delve into the implications of a "red sweep" with Trump winning the presidency and Republicans gaining control of both the House and Senat…

In this episode of CIO Perspectives, Sid Ahl and Erika have a chat with Vineet Mitera, the CIO/Manager at Ward Ferry Management, an independent investment firm based in Hong Kong. The discussion highlights the investment landscape across various Asian markets, emphasizing the importance of healthy balance sheets, regional economic conditions, and s…

In this episode of CIO Perspectives, Sid Ahl and Erika Pagel speak with Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, a $3 billion active impact investing firm. Lauren explains her journey of active investing in smaller companies, emphasizing value and sustainability. She discusses the challenges and opportunities in th…

In our latest episode, Sid Ahl and Erika Pagel are joined by portfolio manager and equity investor Eric Gordon to discuss some themes that have driven markets for several years now. These include the ongoing global inflation saga now entering its fifth year and the race to develop technology and business models around generative artificial intellig…

In our latest episode, Sid and Erika cover some of the major themes in the recently produced 2024 Outlook and share their thoughts on the surprising resilience of the US economy, the mounting impact of higher rates, concerns about the deficit and fiscal situation in the US, and the potential economic and market impacts of AI and the GLP-1 weight lo…

In this episode, Erika Pagel and Sid Ahl are joined by Brown Advisory’s David Schuster, portfolio manager of the firm’s Small Cap Fundamental Value strategy, for a discussion about the surprising resilience of capital markets in the face of a challenging economic environment. For important disclosures and a list of terms and definitions, please vis…

In our latest episode, Sid and Erika are joined by Mick Dillon, who co-manages Brown Advisory’s Global Leaders and Global Focus strategies and has played a critical role in developing the firm’s global equity investment platform since joining Brown Advisory in 2014. Mick joins the podcast at an especially timely moment. Many investors and pundits c…

As the end of the first quarter of 2023 approaches, Sid Ahl and Erika Pagel are joined by Jon Bassett and Joe Pasqualichio to discuss one of the most fascinating technological developments of the new year: the new developments in generative AI. The group also analyzes the macro outlook for the new year including who may benefit from China’s long-aw…

The last weeks of the year have been packed with plenty of high-profile headlines. Digging beyond them may offer clues into the market environment materializing and how to navigate the new year. -- The views and opinions expressed in this podcast are those of the speaker(s) and do not necessarily reflect those of Brown Advisory. These views are not…

Investors have plenty of challenges to focus on as a volatile year enters its final months. The global growth picture seems to be slowing, corporate earnings may face headwinds and geopolitical tensions seem to be rising. And while we believe private markets continue to be hotbeds of innovation and long-term outperformance, they too face some chall…

Open From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. But markets, which climb the proverbial “wall of worry” have posted a meaningful rebound off summer lows. configuration options From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned ab…

As we approach the first half of 2022, volatility is back with a vengeance. This follows an unusually tranquil 2021 where markets seemed to only glide upwards. We recently assembled a great group of colleagues to discuss the recent volatility, market conditions and how we are positioning client portfolios. Sidney Ahl, Erika Pagel, Ryan Myerberg and…

Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. At the same time, high levels of innovation and productivity, as well as the growing hope that the worst of the COVID-19 crisis is behind us, have given investors rea…

As we enter the fourth quarter, we wanted to drill down on one of the key themes of the year: inflation The discussion drills down into how transitory inflation may actually be, and how we have been positioning portfolios. We also discuss “greenflation,” why the semiconductor shortage is playing an outsized role in inflation and why a potential cap…

As signs of market froth abound, our CIOs discuss the most important dynamics for investing in the current environment. Drawing on experiences as technology and consumer analysts, respectively, during the bubble of the late 1990s for perspective. The vantage point allows for insights in investing in frothy markets and avoiding pockets of overvaluat…

For our kick-off conversation, Private Client Chief Investment Officer, Sid Ahl, will be joined by Paul Chew and Erika Pagel. Paul is the CIO of Brown Advisory, one of our most tenured investors, the architect of our equity research team and, helpful for this discussion, our firm’s first technology analyst. Erika Pagel is our CIO of Sustainability …