On June 22nd, 2021, Brenda Vingiello, CFA, joined the CNBC Halftime Report program for a special edition: the Investment Committee Stock Summit for the 2nd half of 2021. In the below clip, Brenda shares her thoughts on the Consumer Discretionary sector — focusing on Disney, CVS and TJ Maxx Companies — and the impact on … Continued
On February 18, 2021, Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, a regular CNBC contributor, joined the Squawk Box program once again to share her insights on the economic recovery and market activity. In the below clip, Brenda discusses the possible impact of more economic stimulus and the recent jobless claims numbers that were … Continued
February 2, 2021 Last year was unlike any other year in modern history as it was filled with emotion and uncertainty, yet it also showcased just how adaptable we can be as technological adoption accelerated and changed the way we did almost everything, seemingly overnight. Many new developments—such as telemedicine, widespread eCommerce, and Messenger RNA … Continued
October 21, 2020 This year will surely go down in the history books as one of the most puzzling in terms of reconciling much of the economic data with various trends that are difficult to justify given the challenging overall environment that so many people are facing. This has created two very different realities for … Continued
July 20, 2020 Pondering the year 2020 so far is exhausting, and probably a little disorienting too. Many adjectives could apply given the mixed and ever-changing messages with regard to just about everything, coming from everywhere. Financial markets have only added to this heightened level of confusion for most people as the stock market initially … Continued
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, during her July 16, 2020 appearance on CNBC’s Halftime Report. In the video below, she discusses the impact of technology names in driving the markets thus far, as well as shifting the focus to companies that are more economically sensitive. Her commentary begins at the 0:54 … Continued
As we reflect on the last eight years, various stages of the economic and market recovery have unfolded like chapters in a book. Many parts have told a predictable tale and, at various times, we have been left wondering if there would be an unpredictable twist or a surprise ending. While the story may be … Continued
Eight centuries ago, in a muddy field near the royal fortress of Windsor Castle, the unpopular King John was forced to strike one of history’s most important bargains. A group of rebellious barons, resentful of his heavy-handed rule and even heavier taxation policy, coerced his royal seal to one of the most important documents in … Continued