Brown Advisory CIO Perspectives
készítő: Brown Advisory
Legújabb epizód
Activism, Edge and Finding Underappreciated AI Winners
Activism, Edge and Finding Underappreciated AI Winners
A podcastról
Welcome to our Investment Podcast where our CIOs explore issues of the day with leading investors from inside and outside Brown Advisory.
Epizódok
A legújabb 20 a(z) 31 epizódból
- Activism, Edge and Finding Underappreciated AI Winners · 58 perc · 30. epizódIn this episode of CIO Perspectives, host Sid Ahl explores how active investors can seek an edge in markets increasingly shaped by passive investing, short-term trading and…
- Objectives vs. Benchmarks: Absolute Return Opportunities outside of AI · 57 perc · 29. epizódIn this episode of CIO Perspectives, Objectives vs. Benchmarks: Absolute Return Opportunities outside of AI, host Sid Ahl is joined by Dan Higgins, CIO of Marylebone Partners…
- Midyear Market Outlook: AI, Inflation and Where Investors See Opportunity · 59 perc · 28. epizódIn this episode of CIO Perspectives, Midyear Market Outlook: AI, Inflation and Overlooked Opportunities, host Sid Ahl is joined by Brown Advisory colleagues Christopher “Kif”…
- The Energy Opportunity: AI, Power and the Next Investment Cycle · 41 perc · 27. epizódIn this episode of CIO Perspectives, host Sid Ahl is joined by Eliza Erikson, Head of Impact Investing and Advice, for a wide-ranging discussion on the intersection of artificial…
- Iran Headlines vs. Strong Earnings, AI Acceleration and Cheap Quality Stocks · 47 perc · 26. epizódIn this episode of CIO Perspectives, host Sid Ahl is joined by Brown Advisory’s CIO Paul Chew for a timely discussion on how geopolitical headlines have dominated investor…
- Quality Stocks on Sale: Value Investing in an AI-driven Market · 59 perc · 25. epizódIn this episode of CIO Perspectives, host Sid Ahl speaks with portfolio manager Mike Poggi, who manages the Brown Advisory Large-Cap Sustainable Value strategy, about the return…
- SaaSpocalypse, the AI Death Star and Private Credit Indigestion · 47 perc · 24. epizódIn this episode of CIO Perspectives, host Sid Ahl speaks with Kif Hancock, International CIO, and Campbell Donley, CIO Investment Analyst, about the sharp market reaction to AI…
- Bubble or a New Cycle? Surging Small Caps, Red Hot Venture Markets and the Evolving Winners of AI · 53 perc · 23. epizódIn our latest episode, Sid Ahl and Paul Chew discuss the early‑2026 investment backdrop—from U.S. economic momentum and Fed independence to market concentration, AI, and…
- Navigating Tariffs, Rate Cuts, AI, and Market Concentration: Themes for 2025 and Roadmap for 2026 · 47 perc · 22. epizódIn this year-end episode of CIO Perspectives, Sid Ahl and Erika Pagel, Co-CIOs for Private Clients, Endowments and Foundations at Brown Advisory, are joined by two senior…
- AI, Active Management, and the Evolution of Investment Edge with Jordan Wruble · 48 perc · 21. epizódIn this episode of CIO Perspectives, Sid Ahl and Erika Pagel, Co-CIOs for Private Clients, Endowments and Foundations at Brown Advisory, sit down with Jordan Wruble, partner and…
- AI, Rate Cuts and Market Resilience with Ryan Myerberg · 49 perc · 20. epizódIn this episode of CIO Perspectives, Sid Ahl and Erika Pagel, Co-CIOs for Private Clients, Endowments and Foundations at Brown Advisory, are joined by Ryan Myerberg, Partner and…
- AI, Tariffs & Microcycles: Credit Investing in a World of Disruption with Jon Lewinsohn of Diameter Capital Partners · 55 perc · 19. epizódIn this episode of CIO Perspectives, Sid Ahl, Co-CIO for Private Clients, Endowments and Foundations at Brown Advisory, and Co-CIO Erika Pagel interview Jon Lewinsohn, founder…
- Quality Investing with Valuation Discipline in Europe: A Conversation with Dirk Enderlein of Wellington Management · 1 óra 0 perc · 18. epizódIn this episode of CIO Perspectives, Sid Ahl, Co-CIO for Private Clients, Endowments and Foundations at Brown Advisory, and his Co-CIO Erika Pagel, interview Dirk Enderlein…
- AI Acceleration, Tariff Turnaround and the End of American Exceptionalism? · 42 perc · 17. epizódIn this CIO Perspectives discussion, Sid Ahl, Erika Pagel and Sargent McGowan (CIO of Endowments & Foundations) analyze recent market resilience amidst significant uncertainty…
- Positioning for Uncertainty: 2025 Asset Allocation Perspectives/Outlook · 54 perc · 16. epizódIn this latest episode of CIO Perspectives, Sid Ahl, Co-CIO of Private Client, Endowments and Foundations at Brown Advisory, conversed with Paul Chew, Firm Chief Investment…
- Election Reflections: Economic, Market and Policy Implications, A CIO Podcast Special · 49 perc · 15. epizódIn 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…
- Japan’s Reforms, China’s Struggles and the Case for Asian Stocks with Ward Ferry’s Vineet Mitera · 1 óra 10 perc · 14. epizódIn 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…
- Exploring Small-Cap Value Investing with Lauren Taylor Wolfe of Impactive Capital · 59 perc · 13. epizódIn 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…
- Powering the AI Boom, Investing in Aerospace, and a Surge in Drug Innovation · 52 perc · 12. epizódIn 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…
- 2024 Asset Allocation Perspectives / Outlook · 45 perc · 11. epizódIn 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…
