{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Brown Advisory CIO Perspectives","title":"Objectives vs. Benchmarks: Absolute Return Opportunities outside of AI","html":"","width":"100%","height":180,"duration":3424,"description":"In this episode of CIO Perspectives, Objectives vs. Benchmarks: Absolute Return Opportunities outside of AI, host Sid Ahl is joined by Dan Higgins, CIO of Marylebone Partners LLP, which recently became part of Brown Advisory, to discuss how investors can look for opportunities in a market increasingly shaped by AI and concentrated benchmarks.\nSid and Dan explore the similarities and differences between today’s AI-driven market and the dot-com era, how the rise of passive investing and changes in market structure are reshaping opportunities for active investors and why investment objectives should not be confused with benchmarks. They also discuss where Dan is finding opportunities outside the most crowded areas of the market, including international equities, select software companies, credit and commodities.\nThe conversation closes with a discussion of risk, the importance of maintaining a margin of safety and why overlooked areas of the market may warrant attention even as headline valuations remain elevated.\n----\nThe views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell or hold any securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the speakers on an objective basis to illustrate views expressed in the podcast and do not represent all the securities purchased, sold or...","thumbnail_url":"https://img.transistorcdn.com/cea_fOg5jD6VQyMZUcehYYYmXt8p6FTDovdCQNfQYsc/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zNTgx/M2UyMzE5NWUyNjg1/YTVkN2Y4ZDk4NjU2/Yzk3OC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}