The path and pace to higher interest rates in 2022 and its impact on the bond market was like a steep and strenuous climb for even the most seasoned hikers.
A Steep Bond Market Reset
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.
CNBC’s Squawk Box: Our View on Inflation| November 11, 2022
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, join CNBC’s Squawk Box to discuss our view on inflation.
Emotional Investing and How to Avoid It
2022 has delivered some record drops in both the stock and bond markets. In the month of September alone, the S&P broke below the previous June closing low, declining 1.03%. Similarly, the Dow dropped another 1.11%. This type of volatility can be incredibly stressful for investors, and understandably so, but it should not be a time to panic. Instead, it’s often a sensible time to lean in.
Are We in the Midst of “The Great Reset”?
It is not unusual for the Federal Reserve Board to tighten monetary policy when the economy is perceived to be over-heated, but such action rarely coincides with a period of back-to-back, negative Gross Domestic Policy (GDP) reports.
Having Patience to Persevere
As financial markets continue to deliver volatile and negative returns this year, it certainly feels like one of the biggest tests of patience we have collectively felt in a very long time.
CNBC’s Closing Bell: Overtime Post-Market Discussion| September 19, 2022
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join CNBC’s Closing Bell: Overtime to discuss the day’s market activity and where they sees stocks heading from here. Brenda’s commentary begins at the 9:05 mark.
CNBC’s Squawk Box Discussion on the Current Choppy Environment| August 22, 2022
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join CNBC’s Squawk Box to discuss the markets ahead.
CNBC Halftime Report: More Gains Ahead? | August 12, 2022
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join the CNBC Halftime committee to discuss inflation and market outlook for the months ahead. Her commentary begins at the 2:07 mark in the video below.
The Recession Obsession
The financial market rollercoaster that we have all been on over the course of the last seven months has been tough to stomach even for the most seasoned of investors.
CNBC Halftime Report: “Earnings Can Grow if Revenue Holds” | July 21, 2022
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join the CNBC Halftime committee to discuss the current market environment and our portfolio positioning.
CNBC Halftime Report: Consumer Health | July 15, 2022
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join the CNBC Halftime committee to discuss the current market environment and what investors should expect from the upcoming Federal Reserve meeting. Her commentary begins at the 03:12 mark.
CNBC Squawk Box: Navigating the Current Market Environment | July 12, 2022
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join CNBC Squawk Box to discuss the current market environment.
CNBC Halftime Report: Analyzing the Fed Chair’s Testimony | June 23, 2022
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join the CNBC Halftime Report to discuss the Federal Reserve’s interest rate hike and its impact.
CNBC Halftime Report: Strategies in a Volatile Market | June 10, 2022
On June 10, 2022, Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again to discuss the ongoing market volatility. Her commentary begins at the 4:01 mark.
CNBC’s Closing Bell: Overtime | “The Fed Needs to Talk Tough Right Now” | June 3, 2022
Brenda Vingiello, CFA, joins the Closing Bell: Overtime investment panel to discuss the Fed balance sheet, rate hikes, and market volatility. Check out her commentary in the clip by clicking on the image above.
CNBC Halftime Report: Stocks on Track to Positively Cap Off the Week | May 27, 2022
Brenda Vingiello, our CIO, talks about three changes that eliminated some uncertainty in the market. See her commentary at the 3:24 mark.
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).
