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Global Markets

Goldilocks Heads Back into the Forest

Goldilocks Heads Back into the Forest

Absent some blips, the financial markets enjoyed a Goldilocks environment for well over a decade, defined as a well balanced economy supported by moderate economic growth and low inflation (not too hot, not too cold).

Commentary: Writing History One Day at a Time

Commentary: Writing History One Day at a Time

Without a doubt, the past few years—and probably the rest of this decade—will ultimately be memorialized in the history books as quite unique, given the nature of the pandemic and the extraordinary fiscal and monetary responses to the economic conditions that it prompted.

The Coming Deglobalization

The Coming Deglobalization

And that prosperity resulted in rising manufacturing and labor costs, which in turn led to U.S. companies seeking cheaper manufacturing centers elsewhere in the world. China, with their lower cost of production, complemented by their managed currency exchange rate, became that spot.

CNBC Halftime Report: The Importance of Company Fundamentals To Performing Through Market Volatility| February 2, 2022

CNBC Halftime Report: The Importance of Company Fundamentals To Performing Through Market Volatility| February 2, 2022

During Sand Hill CIO Brenda Vingiello’s appearance dated February 2, 2022 on the CNBC Halftime Report discusses the importance of company fundamentals and performing through market volatility.


Onward and Upward

Onward and Upward

As we approach the two-year anniversary of COVID, we have all probably experienced emotions of moving forward with limited visibility, ongoing uncertainty, and feeling the proverbial need to come up for air every now and then.

Ringing in the New Year with Fireworks

Ringing in the New Year with Fireworks

The beginning of any new year is typically a time of hopeful resolutions as we reflect and strive to improve upon the shortcomings of the prior year. Moreover, in the case of ringing in 2022, we were very much longing to see a general return to pre-pandemic norms.

CNBC Halftime Report: The Importance of Fundamentals and Pricing Power in 2022 | January 20, 2022

CNBC Halftime Report: The Importance of Fundamentals and Pricing Power in 2022 | January 20, 2022

During Sand Hill CIO Brenda Vingiello’s appearance dated January 20, 2022 on the CNBC Halftime Report discusses the importance of fundamentals and pricing power in 2022.

Living in the Age of Uncomfortable Change

Living in the Age of Uncomfortable Change

During the last several decades, the world benefitted from considerable positive change as the advent of the internet, smart phones, and immunotherapies—to name a few—altered the way we did things and made our lives easier.

What Is an Index Fund?

What Is an Index Fund?

If you are interested in diversifying your portfolio and would like to remain cost and tax conscious, index funds may be a great solution! The question you may be asking is, “What are index funds?”

CNBC Halftime Report: Watching for Catalysts in the Stock Market

CNBC Halftime Report: Watching for Catalysts in the Stock Market

On September 16, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Halftime Report panel once again and discussed what positive catalysts investors can look that would help support the stock market.

Is Valuation a Concern? Brenda Vingiello on CNBC’s Halftime Report

Is Valuation a Concern? Brenda Vingiello on CNBC’s Halftime Report

On August 9, 2021, Sand Hill CIO Brenda Vingiello, CFA joined the CNBC Halftime Report program as a guest contributor once again.

A Throwback to the 1970s?

A Throwback to the 1970s?

For the better part of the last decade, central banks around the world have battled deflation as globalization, technological innovation, and slow economic growth have weighed on prices. Efforts to stimulate economies included buying bonds and keeping short-term interest rates low.

Brenda Vingiello’s Outlook on Inflation | July 27, 2021

Brenda Vingiello’s Outlook on Inflation | July 27, 2021

For the better part of the last decade, Central Banks around the world have battled deflation as globalization, technological innovation, and slow economic growth have weighed on prices.

The Search for a Financial Advisor

The Search for a Financial Advisor

We all want our financial journey to be clear, straightforward, and dependable. We want our growth to follow a steady upward trajectory with no surprises, anchored in wisdom and unshakeable strategy.