Sentences with phrase «equity strategy at»

«We don't make a call on whether it's going to go up or down but that it's a risk in the marketplace, and it's really far out on the risk spectrum,» Christopher Harvey, head of equity strategy at Wells Fargo Securities, said.

Christopher Harvey, head of equity strategy at Wells Fargo, believes that perhaps there is a stronger correlation than has been stated previously, but he, like Lee and Datatrek analysts, is linking these relationships more to sentiment that empirical evidence.

Previously, he was Senior Vice President and Portfolio Manager of the Growth Equity Strategy at Legg Mason Capital Management.

«The Fed front - loaded 20 years of stock gains into the past decade, that's bad for passive but good for active,» wrote Barry Bannister, head of institutional equity strategy at Stifel.

Previously, he was Senior Vice President and Portfolio Manager of the Growth Equity Strategy at Legg Mason Capital Management.

In the European market, the oil sector has a high dividend yield of about 6 percent — the highest there is — which adds up to real value, says Nick Nelson, head of global and European equity strategy at UBS.

We see the move as related to global emerging markets, where the MSCI EM index is down for the third day in a row and the largest EM ETF saw $ 320 million of outflows yesterday following $ 550 million the previous day, said Mohamad Al Hajj, head of MENA equity strategy at EFG - Hermes.

«While rising long - term rates will ultimately become a negative for profits and multiples, we do not see current levels as a reason to de-risk and sell equities,» Dubravko Lakos - Bujas, head of U.S. equity strategy at J.P. Morgan, said in a note Wednesday.

«The bull case has eroded a little bit,» Lori Calvasina, head of equity strategy at RBC Capital Markets, told CNBC's «Futures Now» last week.

«It's quite symbolic that China is now ready to open up to the world,» Steven Sun, head of China equity strategy at HSBC, told CNBC's «Squawk Box.»

Growth stocks are also more hurt than value stocks by rising rates, says Savita Subramanian, head of U.S. equity strategy at Bank of America Merrill Lynch.

Keith Parker is the head of US equity strategy at UBS.

Not exact matches

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself.

I'll be moderating a morning panel at Milken on «strategy and leadership in an age of disruption» that includes Brazilian private - equity mogul Jorge Paulo Lemann of 3G and embattled Wells Fargo CEO Tim Sloan.

James Barty, European equity strategist at Bank of America Merrill Lynch, discusses investor strategies when it comes to China's market volatility.

«This is the first significant decline in the frequency of their use since the onset of the Enlightenment in the 18th century,» Inigo Fraser - Jenkins, a senior analyst at Bernstein who leads the firm's global quantitative and European equity strategy, said in a note to clients.

Indeed, strategy and organization expert Robert David, the Cleghorn faculty scholar at McGill's business school, wonders why Canada Post hasn't been making more hay out of that point of differentiation, especially given that the corporation enjoys plenty of brand equity.

On the other hand, the investment strategy team at Citi bank said in a note that it's underweight in U.K. small and mid-cap equities.

Wells Fargo head of equity strategy Christopher Harvey put it best: «These natural liquidity providers either couldn't show up, or aren't showing up at the end of the day.»

«The stronger the equity market, the stronger these rebalancing flows,» said Nikolaos Panigirtzoglou, Managing Director at JP Morgan's Global Markets Strategy team in London.

Lucky for them, the equity derivatives team at JPMorgan has an options strategy that they think is the ideal way to play these uncertain conditions.

Those factories currently have only three robots per thousand workers, says Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management.

«The currency is under pressure, people are «shorting» it like crazy — I think there's huge upside there,» Shing, global head of equity derivative strategy at the French bank, told CNBC Wednesday.

«People who do private - equity investments right are very shrewd and very driven to focus on key issues like investment return and exit strategies,» says Gary Simon, a partner at the New York City - based law firm Jenkens & Gilchrist Parker Chapin.

Paul Russo, the global co-COO of the equities franchise in the securities division at the bank, said it was one of two key components of the bank's strategy in equities in a recent episode of «Exchanges at Goldman Sachs.»

«You have to accept the thesis that technology is just going to disrupt everything,» says Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management.

Take a close look at the Vanguard Small - Cap Growth ETF, which focuses on domestic small - cap equities with a fundamental growth strategy.

But for Gerhard Schwarz, Head of Equity & Cross Asset Strategy at Baader Bank in Munich, the currency outlook for corporate Europe looked favorable, even though overall earnings growth was set to slow compared to 2017 due the slowing economic growth.

At the same time, investors who may be unsure about the prospects of equities and bonds seem to be starting to allocate more money to hedge fund strategies that aim to capture alpha in both up and down markets.

The laws of competition and competitive strategy are now very much at work within the private equity industry, and we can see the best funds putting their real endeavors behind that, not only so they've got a good story to tell at [the] time of next fundraising, but also to deliver the great returns that their investors are expecting.

When we look at strategies, long short equity specifically, we anticipate the market will be more discerning with regard to fundamentals like revenue growth and valuations.

* Strategic Advisers, Inc. (SAI), applies tax - sensitive investment management techniques in the Fidelity ® Tax - Managed U.S. Equity Index Strategy, including «tax - loss harvesting,» at its discretion, solely with respect to determining when assets in a client's account should be bought or sold.

Which highlights the attractiveness of «value» as an investment strategy at a time when many equity markets have become, in our view, unsustainably expensive as a result of monetary stimulus and the success — so far — of «Smart Beta» and «growth» strategies.

The difficult feature of the interim, at least for hedged equity strategies, is that as the «troops» diverge from the «generals,» portfolios that aren't comprised of the largest and most speculative stocks of the preceding bull market often underperform the indices during top formations.

The «Option Repair» strategy is used by equity traders who are facing a loss and want to reduce their break - even price so they can get out of the trade; furthermore, these option positions can typically be attained at little or no cost.

Most recently Mike worked at Northern Trust, where he was instrumental in the development of trading strategies and the firm's equity portfolio management technology platform.

Although this is less than 2.5 percent of the market capitalization of all US publicly traded equities, the trading volume related to deleveraging from these trading strategies could be much larger, particularly at times of equity market stress.»

Chung joined the VRS in 2013 after serving as a Portfolio Manager at AllianceBernstein, where he managed G10 and emerging market FX strategies for both equity overlay and stand - alone mandates.

Rebalanced quarterly, the index is comprised of all eligible hedge fund strategies, including but not limited to equity hedge, event driven, macro, and relative value arbitrage, that meet certain criteria include UCITS compliance, net performance reporting, at least biweekly NAV reporting, and at least $ 10 million of assets under management or 6 months of track record.

Prior to MFS he worked for nine years at Putnam Investments in various roles in Boston, London, and Tokyo, including equity analyst and sector - sleeve portfolio manager for international core equity strategies.

Former MD of Investment & Strategy at the World Gold Council and CEO of Swapstream, Marcus was also global head of equities at Rabobank and a top rated investment strategist at UBS, Salomon Brothers and SBC Warburg.

Prior to this, he spent six years working at Morgan Stanley in London as an equity research analyst and at PWC as a strategy consultant.

• Never invest the entirety of your capital at once • Review the dynamics of your trading asset prior to investing • Exercise the strategy by investing only 5 to 10 percent of your equity per placement

Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist for the World Bank in Washington D.C., and headed equity research departments for James Capel Securities and Salomon Brothers in Bangkok.

Chris Laine is a Senior Portfolio Manager at State Street Global Advisors, primarily responsible for emerging market strategies on the Active Quantitative Equities team.

Apr. 10 — Themos Fiotakis, co-head of FX and rate strategy at UBS, and Sharon Bell, senior equity strategist at Goldman Sachs, discuss the outlook for markets amid trade war fears.

If you're an efficient market person you may think that higher profitability must be priced into equities and therefore at best the strategy would

The largest equity distributions went to the actively managed Columbia Concentrated Large Cap Value Strategy Fund (NYSEArca: GVT), which totaled 10.74 percent of the fund's net asset value at the end of 2010.

Hedge funds and private equity funds trade in diverse complex strategies that are affected in different ways and at different times by changing market conditions.

Saxo Bank's head of equity strategy Peter Garnry digests the second - largest two - day loss in S&P 500 since 2009 and looks ahead at what could happen during the rest of this year.