CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead

Brown Advisory CIO Perspectives

As signs of market froth abound, our CIOs discuss the most important dynamics for investing in the current environment. Drawing on experiences as technology and consumer analysts, respectively, during the bubble of the late 1990s for perspective. The vantage point allows for insights in investing in frothy markets and avoiding pockets of overvaluation. The discussion dissects technology sector valuations, what rising rates could mean for markets and the most important investment trends in the decade ahead. The group also shares their thoughts on the role unconventional assets like gold and Bitcoin can play in client portfolios.

Guests:
Sid Ahl, CFA, CIO for Private Client, Endowments and Foundations, Brown Advisory
Erika Pagel, CIO of Sustainable Investing, Brown Advisory
Paul Chew, CFA, Chief Investment Officer, Brown Advisory

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