At Sand Hill, we are proud of our partnership with many endowments and foundations, helping them navigate the increasingly complex investment landscape with confidence and ease.
Focusing on the Big Picture
CNBC Squawk Box: Latest Market Trends | August 30, 2024
Brenda Vingiello, Sand Hill Global Advisors CIO, joins ‘Squawk Box’ to discuss the latest market trends ahead of the opening bell on Friday.
Moving Past the Pandemic Environment
There is a common saying that time heals almost everything. Yet, even as we embark on the fifth year since the pandemic began, most of us are still longing for many pre-pandemic norms that we used to take for granted.
Getting Back to Normal
As we reflect on the year that just passed and attempt to forecast what may be in store for this new year, we can’t help but wonder if 2023 was the grand finale of the many unique pandemic distortions that have kept us guessing for the past four years. From the Summer of spending on experiences at any cost, to the surprise acceleration in GDP growth following the Federal Reserve’s signaled final rate hike, 2023 was another year for the history books.
Things Really Are Different This Time
The number of unprecedented “firsts” that we have experienced over the last few years is enough to cause any economic PhD’s head to spin. We can’t help but think that history may ultimately repeat itself as this cycle wears on, but, for now, we are still in an economic twilight zone.
CNBC Closing Bell: Tech Sector | September 1, 2023
Brenda Vingiello, CFA, Sand Hill’s Chief Investment Officer, made a guest appearance on CNBC’s Closing Bell to discuss the tech companies she believes has more upside potential.
CNBC Halftime Report: Amazon’s Earnings | August 4, 2023
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime panel at the New York Stock Exchange to discuss Amazon’s earnings. Her commentary begins at the 1:17 mark.
CNBC Halftime Report: Apple’s Earnings | August 3, 2023
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime panel at the New York Stock Exchange to discuss her view on Apple’s earnings and the company’s future. Her commentary begins at the 2:26 mark.
The Recession That Wasn’t
The last several years have been full of unexpected surprises, with the most recent one being the lack of a recession given that many economists had been repeatedly predicting that one was surely just six months away.
CNBC Closing Bell: Amazon Discussion | April 27, 2023
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, made a guest appearance on CNBC’s Closing Bell on April 27, 2023 to share her views on Amazon ahead of the company’s reporting earnings.
The “S” Word
In the investment arena, there is another unwelcome “S” word that most people prefer not to speak of. That word is stagflation.
CNBC Squawk Box: Our View on the Fed’s Interest Rates Plan | March 20, 2023
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined CNBC’s Squawk Box on March 20, 2023 to share her views on the Fed’s interest rates plan.
CNBC Halftime: Current Environment for Regional Banks | March 16, 2023
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report to share her views on the current environment for regional banks. Her commentary begins at the 4:29 mark.
CNBC Special: Taking Stock | Discussion of the 60/40 Portfolio | March 6, 2023
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, made a special appearance on CNBC’s Special: Taking Stock on March 6, 2023 to discuss the 60/40 portfolio.
CNBC Halftime Report: Consumer Strength | February 24, 2023
On February 24th, 2023, Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report panel to share her view on consumer strength in the current market environment. Her commentary begins at the 3:51 mark.
CNBC Halftime Report: Rising Interest Rates on Valuation Multiples | February 10, 2023
On February 10, 2023, Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report investment committee to discuss the potential impact of rising rates on valuation multiples.
On Turbulence, Landings, and a Brighter Future
The beginning of every new year always brings opportunity for fresh perspectives, and usually expectations of improving upon the prior year.
CNBC Halftime Report: A Discussion on Earnings | December 21, 2022
On December 21st, 2022, Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report investment committee to share her views on earnings as we head into 2023. Her commentary begins at the 3:08 mark.
CNBC’s Squawk Box: Our View on Bonds in This Environment| December 9, 2022
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, join CNBC’s Squawk Box to discuss our view on bonds in this environment.
CNBC Halftime Report: The Energy Sector | December 8, 2022
On December 8th, 2022, Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report panel to share our views on the energy sector. Her commentary begins at the 2:05 mark.
