Shows
Brown Advisory CIO PerspectivesAI, Rate Cuts and Market Resilience with Ryan MyerbergIn this episode of CIO Perspectives, Sid Ahl and Erika Pagel, Co-CIOs for Private Clients, Endowments and Foundations at Brown Advisory, are joined by Ryan Myerberg, Partner and Portfolio Manager on the firm’s Global Fixed Income team. Ryan brings deep experience across public and private credit markets, having previously served as CIO of Absolute Return Fixed Income at Amundi and led the global fixed income platform at Janus Henderson.The conversation centers on the evolving fixed income landscape, with Ryan offering a candid assessment of the past three years—marked by rapid market flashpoints, geopolitical shocks and...
2025-10-2349 min
FTAdviser PodcastBond returns less likely to be influenced by durationThe guests on the latest edition of the FT Adviser podcast agree that while duration will always be a very significant arbiter of returns, it is perhaps not quite to the same extent as has been in the recent past.George Fox from the Merlin multi-manager team at Jupiter, Mohammed Kazmi, fixed income strategist at UPB UK, and Ryan Myerberg, fixed income fund manager at Brown Advisory, discuss the yield opportunities in markets, and their view of high yield bonds.The FTAdviser Podcast is designed to inform regulated UK advisers...
2025-10-1034 min
AJ Bell Money & MarketsTariffs unsettle markets and tax year end tipsOn this episode of the AJ Bell Money and Markets podcast Danni Hewson and Charlene Young discuss what has been a volatile first quarter for markets [1:55] as companies and investors try to navigate Donald Trump’s tariffs. The pair discuss which sectors have borne the brunt so far and how the UK could be impacted. With Awful April [13:20] in full spring Charlene runs through the bills that have jumped up and considers what that might do for inflation and interest rates. Danni picks through some eye-catching market news with [17:18] Conservative US TV network Newsmax jumping more than 2,000% after its IPO...
2025-04-041h 02
College Football Fix With Paul Myerberg and Dan WolkenPlayoff drama, concern for Ohio State and Clemson and the coaching carouselThe College Football Playoff race is clearing up heading into the final weekend of the regular season. Are three spots already locked up with unbeatens Georgia, Michigan and TCU able to ensure a loss? If so, does that mean Alabama is officially out and the race is only between Southern California and Ohio State? Speaking of the Buckeyes, is there serious concern about the trend of the program under Ryan Day with two consecutive losses? The downward state of Oklahoma and Clemson also is something to keep an eye on going forward. The coaching carousel h...
2022-11-301h 09USA TODAY Sports+Playoff drama, concern for Ohio State and Clemson and the coaching carouselThe College Football Playoff race is clearing up heading into the final weekend of the regular season. Are three spots already locked up with unbeatens Georgia, Michigan and TCU able to ensure a loss? If so, does that mean Alabama is officially out and the race is only between Southern California and Ohio State? Speaking of the Buckeyes, is there serious concern about the trend of the program under Ryan Day with two consecutive losses? The downward state of Oklahoma and Clemson also is something to keep an eye on going forward. The coaching carousel h...
2022-11-301h 09Brown Advisory CIO PerspectivesA Soft Landing, or More Volatility Ahead?As we approach the first half of 2022, volatility is back with a vengeance. This follows an unusually tranquil 2021 where markets seemed to only glide upwards.We recently assembled a great group of colleagues to discuss the recent volatility, market conditions and how we are positioning client portfolios. Sidney Ahl, Erika Pagel, Ryan Myerberg and Joe Pasqualichio recorded a webcast that analyze topics that are top of mind for investors in the current environment.The themes and topics discussed include:Inflation and the macroeconomic backdrop, including what the latest data tell us about whether recession...
2022-06-2254 minBrown Advisory CIO Perspectives2022 Asset Allocation OutlookMarkets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. At the same time, high levels of innovation and productivity, as well as the growing hope that the worst of the COVID-19 crisis is behind us, have given investors reasons to be optimistic for the future. On March 17, 2022, our CIOs discussed current market conditions, revealed how we are positioning portfolios, and delved into an array of other topics such as major trends in technology across public and private markets, inflationary dynamics, sustainable i...
2022-03-2156 min
College Football Fix With Paul Myerberg and Dan WolkenINSIDE The Amway Coaches Poll - Former Head Coach Mark Richt joins the show plus Ryan Aber of The OklahomanThe decision by the Big 10 and Pac 12 to not play this fall has come under heavy criticism. Did the leagues act too early? Dan Wolken and Paul Myerberg discuss the confusion and uncertainty around whether college football will happen this fall, testing developments and the effect of regular students coming back to campus. They also visit with former Georgia and Miami coach Mark Richt as well as Ryan Aber of the Oklahoman.
2020-08-181h 03