Brown Advisory

In this month's Equity Beat, Eric Gordon, CFA explores the decline of butterfly populations across the U.S. as a metaphor for interconnectedness and the potential wide-reaching implications of small changes in complex systems. The “Butterfly Effect” illustrates his concerns over the impact of tariffs on consumer confidence, spending, and equities, alongside uncertainties in federal jobs and Social Security benefits. Despite the volatility, he concludes that there are opportunities for high-quality businesses to thrive over time.   Subscribe to the Equity Beat Newsletter on LinkedIn: https://lnkd.in/g_6f3YBU Or visit the Brown Advisory website to browse additional insights: https://lnkd.in/gyQjGY3x

In the latest episode of CIO Perspectives, Sidney Ahl, Paul Chew, and Christopher Hancock discuss the 2025 Asset Allocation Outlook and recent market movements. The discussion delves into the initial market excitement following the “red sweep” which quickly shifted due to unpredictable trade policies causing significant market volatility. The episode also explores the impact of tariffs, the outperformance of European stocks, and the importance of diversification. Additionally, it highlights Japan's investment landscape, the AI revolution, and the significance of fixed income and private markets. Listen here or wherever you get your podcasts: https://lnkd.in/gq4MHqAT Read the 2025 Asset Allocation Outlook – Positioning for Uncertainty here: https://lnkd.in/g8vFS_BW

Now Available: 2025 Asset Allocation Outlook – Positioning for Uncertainty Our 2025 Asset Allocation Outlook dives deep into the investment themes and secular trends we believe are driving risks and opportunities in a tenuous market environment. The piece explores the dynamics behind: -The opportunity in generative AI, small caps, and Japan's market transformation -Structural shifts in energy, aerospace, and defense -The impact of rising debt and political pressure on monetary policy Read the full outlook here: https://lnkd.in/g8vFS_BW

Meet Priyanka Agnihotri, Portfolio Manager of the Sustainable International Leaders strategy. Since its inception 3 years ago, the strategy has navigated significant market volatility, regulatory changes, and global economic challenges. But the commitment to investing in high-quality businesses with strong fundamentals has only strengthened. Learn more about the strategy and how resilience plays a key role in its investment philosophy and charting its course in future market environments: https://lnkd.in/gSjSaybe Past performance is not a guarantee of future performance and you may not get back the amount invested.

U.S. equities are off to a solid start in 2025, with the S&P 500® Index up more than 4% as of February 14. Investors are navigating an aggressive and fast-paced start to President Trump's second term, alongside a surprising AI announcement from DeepSeek. Even so, all sectors are showing positive performance. However, the "Magnificent 7" stocks, excluding META, have underperformed compared to broader large-cap indices. Subscribe to the Equity Beat Newsletter on LinkedIn: https://lnkd.in/gJ_7Up-6 Or visit the Brown Advisory website to browse additional insights: https://lnkd.in/gZxtwcRf

As we celebrate the 3-year anniversary of the Global Sustainable Total Return Bond Strategy (GSTRB), Portfolio Managers Ryan Myerberg, Chris Diaz, CFA, and Colby Stilson take a moment to reflect on the remarkable journey and evolution of the strategy since its inception.   In both the latest letter to investors and an insightful new video with Ryan, they delve into the unique challenges the bond market has encountered over the past three years and how the strategy’s research process has helped it navigate a difficult environment.   Click the link to view the letter and video: https://lnkd.in/gb4_hCbT   Past performance is not a guarantee of future performance, and you may not get back the amount invested. The Global Sustainable Total Return Bond Fund is a UCITS fund and is not available to U.S. investors. 

In this latest article, equity research analyst Lara Wigan, discusses the impact of decarbonization on the aviation sector. She explores how regulatory pressures and rising fuel costs are driving innovation in sustainable aviation and identifies the key players leading this transformation. https://lnkd.in/gAtQmwEC #BrownAdvisory #Aviation #InvestmentManagement

In this month's Equity Beat, Eric Gordon, CFA reflects on whether active managers' informational, analytical, and behavioral advantages remain intact regarding the recent technological advancements and assesses the unique market backdrop in the era of #AI. Subscribe to the Equity Beat Newsletter on LinkedIn: https://lnkd.in/g7knM_eN Or visit the Brown Advisory website to browse additional insights: https://lnkd.in/gbXKEHuf #BrownAdvisory #EquityBeat #InvestmentManagement #artificialintelligence

We are thrilled to announce that, effective today, Logie Fitzwilliams will become Co-CEO with Michael Hankin. This marks the most significant change in Brown Advisory’s leadership since the firm adopted its current private, independent structure in 1998—and we believe that the Co-CEO structure positions us well to adhere to our foundational principle: to put clients first.    Together, Logie and Mike are committed to Brown Advisory remaining a private, independent, entrepreneurial and nimble firm. Our ownership structure—where every colleague owns equity—underpins our focus on investing for, advising and serving our clients at the highest possible level. Read the full press release here: https://lnkd.in/gNqdAE8p

People Behind the Strategy: Meet Song Wang, CFA, a Global Fixed Income Research Analyst. Hear how Song’s curiosity and enthusiasm to learn more led to his diverse professional experience and influences his current role as an analyst. #BrownAdvisory #PeopleBehindTheStrategy #FixedIncome