On April 9, 2021, Sand Hill CIO Brenda Vingiello joined the CNBC Squawk Box program once again. With ramped up vaccine distribution and the U.S. being a global leader in economic stimulus, Brenda discusses how stocks are still an attractive place to be relative to bonds. Watch her full clip below: The content was produced … Continued
During her March 24, 2021 appearance on CNBC’s Halftime Report, Brenda Vingiello, CFA, discusses the current market environment and the need to remain tactical with investment decisions as we continue to navigate the impact of the pandemic and the possibility of rising interest rates and inflation. The content was produced and provided by an unaffiliated … Continued
On February 19, 2021, Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again. In the below clip, Brenda addresses the question of which sectors may benefit from rising interest rates and additional economic stimulus. CNBC’s Scott Wapner directs this question to Brenda beginning at the 3:30 mark. The … Continued
January 31, 2020 Odds are the average person does not spend a lot of time thinking about monetary policy, but what central banks have done over the last decade should not be overlooked or taken for granted. Economically speaking, this past decade will go down in history as being the decade of central bank intervention … Continued
In the video from CNBC’s Halftime Report, Sand Hill Chief Investment Officer, Brenda Vingiello, CFA discusses the sustainability of the year-end 2019 market rally into the new year. Brenda’s commentary begins at the 4:47 mark. The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience … Continued
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, returned to CNBC’s Halftime Report on August 28, 2019 to discuss interest rates and the current state of the bond market. Her commentary begins at the 1:45 mark in the video. The content was produced and provided by an unaffiliated third party entity. We are providing this … Continued
Is the yield curve telling us we are headed for a recession? Since the 1950’s, all U.S. recessions have been preceded by an inverted Treasury yield curve, which occurs when short-term interest rates exceed long-term interest rates. Given this historical correlation and the shape of the yield curve today, it is worth exploring this complicated … Continued
We are proud to announce Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, is now a regular contributor on CNBC’s Halftime Report program. Watch Brenda’s most recent appearance as she discusses the interest rate and corporate earnings landscape. Her commentary begins at the 2:30 mark. The content was produced and provided by an unaffiliated third … Continued
The familiar admonition, “Be careful what you wish for, lest it come true,” is age-old and universal, having been told in many forms throughout history from Greek mythology, to Chinese proverbs, to great works of English literature. Despite this inherent knowledge in our collective memories, it is simply human nature to ignore such advice and … Continued
When the year began, it seemed like the economic landscape was great and only getting better. Congress had just passed a sweeping tax reform package, leading economic indicators suggested acceleration in economic growth, corporate earnings growth was being revised higher, and even tensions in North Korea appeared to be softening. The stock market reacted favorably … Continued