Brenda Vingiello, Sand Hill Global Advisors CIO, joins ‘Squawk Box’ to discuss the latest market trends ahead of the opening bell on Friday.
CNBC Squawk Box: Latest Market Trends | August 30, 2024
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.
Planning for an American Expat Life
Fueled by the advance of technology, flexibility of remote work, continued expansion of global business, and desirable cost of living tradeoffs for retirees, the ranks of American expats continue to swell. Per the U.S. State Department, in 2020, roughly nine million Americans lived abroad, while a 2022 Gallup poll revealed 15% of Americans would like to leave the United States permanently.
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.
Reinvesting Cash on the Sidelines
It is human nature to want to avoid loss and instead seek refuge in something that feels safe. After the very pronounced and painful market declines of last year, a new wave of participant risk aversion flooded markets as investors piled a record amount into money market funds, where $5.4 trillion of it remains as of early July.
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.
Welcome Back to an Economic Cycle
With the multiple levels of support thrown at global economies and capital markets post 2019, many have forgotten what an economic cycle is, and many are too young to have experienced one.
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.
Secure Act 2.0 | New Legislation Key Takeaways
In recent years, the U.S. retirement system has faced intense pressures. According to a Federal Reserve survey, in 2021, only 75% of non-retirees have any retirement savings whatsoever. To add to that, only 40% feel that their retirement savings are on track.
The Importance of Segregated Assets at Brokerage Firms
Recent events in the banking world have once again highlighted the importance of understanding how Federal Deposit Insurance Corporation (FDIC) insurance covers deposits, which prompts similar questions about how investment assets are treated in the event of a brokerage firm (broker-dealer) failure.
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.
