A seasoned and accomplished investment professional with experience in long only and long/short strategies spanning domestic and international markets. Expertise in fixed income, equities and local currency investments with a focus on emerging markets and macroeconomic related products. Well versed in asset allocation with a process that is driven by both fundamental and quantitative inputs. Significant client related experience articulating complex investment themes, investment process, risk management, performance attribution and current positioning to a diverse and broad investment audience including RIAs and retail investors to family offices, endowments and institutional investors. Successful track record in building client relationships and raising awareness of products and branding. Spearheaded due diligence meetings, finals and one on ones as well as authored monthly and quarterly investor correspondence, white papers, outlooks and ad hoc thought pieces. Keynote speaker for road shows, round tables and luncheons, highlighting various topics including core products, specific asset classes and investment process.
There’s an old adage that the Fed can lend but not spend. What will matter is the size of the next stimulus package and its composition—whether there will be straight giveaways versus loans that have to be repaid.
There are two things we’re focusing on: the G-20 meeting this week in Osaka, and the second one is the Fed and the potential for monetary easing, not only at the Fed but also at a lot of these major central banks. Both of those are giving quite a few different cross-currents which could have pretty significant implications for how the market will react going forward.