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Insights

Our latest thinking on capital markets, investment strategy and long-term planning.

  • The Great Benchmark Reset
    Equities

    The Great Benchmark Reset

    By Doug Williams
  • The Digital Dimension of Individuals and Families: A Governance Framework
    Planning & Strategic Advice

    The Digital Dimension of Individuals and Families: A Governance Framework

    By Caroline Sacks Ariel Fortunato Lucas Fisher
  • A Case for Staying Invested: The Voting Machine
    Asset Allocation, Equities

    A Case for Staying Invested: The Voting Machine

    By Paul Chew
Article Name
Asset Allocation
CIO Perspectives Podcast: SaaSpocalypse, the AI Death Star and Private Credit Indigestion
Sidney Ahl, CFA; Campbell Donley, CFA; Christopher Hancock, CFA
Article Name
Asset Allocation
2026 Asset Allocation Perspectives and Market Outlook
Sidney Ahl, CFA; Taylor Graff, CFA; Kaleb Assefa; Christopher Hancock, CFA; Paul Chew, CFA; Erika Pagel; Campbell Donley, CFA; Sargent McGowan, CFA
Article Name
Asset Allocation
2025 Asset Allocation Perspectives / Outlook
Sidney Ahl, CFA; Kaleb Assefa; Paul Chew, CFA; Campbell Donley, CFA; Taylor Graff, CFA; Christopher Hancock, CFA; Erika Pagel; JR Rodrigo, CFA

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Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

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