Sean Lynch is the co-head
of global equity strategy for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially.
Stuart Freeman is the co-head
of global equity strategy for Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially.
As Head of the Quantitative Equity Products (QEP) Investment Team, he oversees QEP's innovative range
of global equity strategies.
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.
In late January, James Barty, the firm's head
of global cross-asset and European
equity strategy, warned that markets were «starting to get a little stretched,» while urging caution.
«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.
Smaller Singapore peer Temasek Holdings focuses on
equities, but GIC, set up to manage Singapore's foreign reserves, adopts a more conservative investment
strategy, with the long - term goal
of beating
global inflation.
Many have put up their own shares or stock
of companies they own as collateral for their loans and are increasingly copying the convoluted fund - raising
strategies employed by American hedge funds and private
equity firms in financing their
global expansion drives.
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.
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.
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.
Fidelity Strategic Funds are multi-asset-class
strategies that seek to address key income needs — bond income from
global sources, non-bond income, and real return — by investing in a diversified mix
of fixed income and / or
equity investments chosen for their historical combined performance.
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.
The Total Return approach used in our
Global Equity Strategies emphasises the importance
of dividend yield and dividend growth as well as price increases.
A number
of factors — such as rising US interest rates, the recurrence
of big fluctuations in
global currencies, and the widening dispersion
of equity returns across sectors and regions — may have helped to create an increasingly conducive environment for hedge - fund
strategies, which have seen a positive turnaround in performance in recent quarters.
Dylan Ball Head
of European
Equity Strategies Executive Vice President Templeton
Global Equity Group ®
We have two
equity strategies: the North American dividend growth
strategy, which can potentially invest in any company that trades in North America, and the
global tactical ETF [exchange - traded fund]
strategy, which uses a combination
of exchange - traded funds to provide exposure around the globe.
Our
Global Market
Strategies segment, established in 1999 with our first high yield fund, advises a group of 46 active funds that pursue investment opportunities across various types of credit, equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets equities, and (with regards to certain macroeconomic strategies) currencies, commodities and interest rate products and their de
Strategies segment, established in 1999 with our first high yield fund, advises a group
of 46 active funds that pursue investment opportunities across various types
of credit,
equities and alternative instruments, including bank loans, high yield debt, structured credit products, distressed debt, corporate mezzanine, energy mezzanine opportunities and long / short high - grade and high - yield credit instruments, emerging markets
equities, and (with regards to certain macroeconomic
strategies) currencies, commodities and interest rate products and their de
strategies) currencies, commodities and interest rate products and their derivatives.
His research has also extended to Transaction Cost Analysis and to a number
of strategies within the
Global Enhanced
Equity Group.
Prior to this role Stuart was a Portfolio Manager in the
Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the
Global Active Quantitative
Equity Team where his responsibilities included management
of the
global and international small cap strategies, coordination with the European team across all group strategies as well as research within the
global and international small cap
strategies, coordination with the European team across all group
strategies as well as research within the team.
In the third quarter (Q3)
of 2016, K2 Advisors» Research and Portfolio Construction teams continue to have high conviction for long short
equity and merger arbitrage
strategies, and within the
global macro
strategy, the teams have elevated emerging markets into their top three convictions.
Prior to that, he served as head
of quantitative
equity for ING Investment Management, (doing business as Voya Investment Management May 1, 2014), building and developing the group and managing more than $ 20 billion in assets with 15
global active, index and enhanced index
strategies for pension funds, variable annuities and mutual funds.
KKR Real Estate is a
global provider
of equity and debt capital across real estate investment
strategies.
Prior to joining MFS in 2015, Chris was a vice president
of Eaton Vance Management, director
of product and portfolio
strategy for
equity mandates and an institutional portfolio manager for Eaton Vance's broad suite of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors strat
equity mandates and an institutional portfolio manager for Eaton Vance's broad suite
of equity investment strategies, including US Large Cap Value, Hexavest Global and International Equity, Parametric Emerging Markets and the Richard Bernstein Advisors strat
equity investment
strategies, including US Large Cap Value, Hexavest
Global and International
Equity, Parametric Emerging Markets and the Richard Bernstein Advisors strat
Equity, Parametric Emerging Markets and the Richard Bernstein Advisors
strategies.
Hamish Douglass is Co-Founder, Chief Executive Officer and Chief Investment Officer
of Magellan Financial Group, and Lead Portfolio Manager
of Magellan's
Global 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.
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.
Here, the team takes a look at the events driving
global equity market action so far this year, and shares their value - oriented investment
strategy in light
of the conditions they currently see.
Investor interest in defensive
equity strategies has grown tremendously in the wake
of the
global financial crisis and against...
The Network is underpinned by the values
of quality,
equity and dignity and supports the targets
of Every Woman Every Child's (EWEC)
Global Strategy.
While announcing he had reached new settlements in his probe, Cuomo's office admitted an April 5, 2007 meeting that took place between
Global Strategy Group's Jon Silvan, a partner from Intermedia (a private
equity investment firm seeking pension fund investments) and a Mirram Executive and DiNapoli at his Manhattan office has caught the interest
of investigators.
Branding
Strategy Insider is the global thought leader in brand strategy and brand education and is an extension of our efforts to help marketing leaders and professionals build tangible brand
Strategy Insider is the
global thought leader in brand
strategy and brand education and is an extension of our efforts to help marketing leaders and professionals build tangible brand
strategy and brand education and is an extension
of our efforts to help marketing leaders and professionals build tangible brand
equity.
A US
equity market neutral and
global systematic macro trading
strategy that aims to deliver uncorrelated alpha with controlled volatility across a wide range
of market environments.
Here, the team takes a look at the events driving
global equity market action so far this year, and shares their value - oriented investment
strategy in light
of the conditions they currently see.
Hear Randy Swan, Founder and Lead PM
of Swan
Global Investments, discuss his background and the founding
of our the company in 1997, as well as, the philosophy and process behind our distinct, hedged -
equity investment approach called the Defined Risk
Strategy (DRS).
Schroders»
Global Equity Alpha
strategy is focused on fundamental research, aimed at delivering strong outperformance over the longer term within the context
of a risk management framework.
After one
of the best quarters ever for Sparinvest's
global value
equity strategies, the team considers reasons for the rallies in the European and Japanese markets and highlights some
of the benefits
of active investment — including a focus on ESG risks - which passive investing is unable to offer.
Head
of Global Value
Equities - Maj Invest Mr. Kara joined Maj Invest in 2004, and has been responsible for managing the Global Value equities strategy since its in
Equities - Maj Invest Mr. Kara joined Maj Invest in 2004, and has been responsible for managing the
Global Value
equities strategy since its in
equities strategy since its inception.
This
strategy employs a tactical asset allocation framework optimizing a
global asset pool
of international
equities and bonds.
Fidelity Strategic Funds are multi-asset-class
strategies that seek to address key income needs — bond income from
global sources, non-bond income from dividend - paying securities, and real return to help protect against inflation — by investing in a diversified mix
of fixed income and / or
equity investments chosen for their historical combined performance.
October saw 13 new alternative funds register with the S.E.C. covering a wide swath
of strategies including multi-strategy, long / short
equity, arbitrage,
global macro and managed futures.
Whereas managed futures and
global macro
strategies take advantage
of diverging prices at a macro level (U.S
equities vs. Japanese
equities, or Australian dollar vs. the Euro), market neutral funds take advantage
of differences in individual stock price performance.
NEWPORT BEACH, California (June 1, 2015)-- FTSE Russell, the
global index provider, and Research Affiliates LLC, a pioneer in smart beta
strategies, today announce the launch
of new smart beta indexes: the FTSE RAFI ™
Equity Income Index Series.
The Chautauqua
Global Growth
Strategy invests in
equity securities
of both U.S. and non-U.S. companies with large market capitalizations.
The
strategy also uses
global multi-asset class diversification, which includes a 70 % to 75 % mix
of US
equities, and 25 % to 30 % in foreign
equities, most
of which is from emerging markets.
Gregory W. Harmon CMT, CFA, has traded since 1986 and held senior positions including Head
of Global Trading, Head
of Product Development, Head
of Strategy and Director
of Equity.
The firm offers a broad range
of global investment solutions and management services in
equity and fixed income
strategies, alternative investments, and private
equity funds.
The group is responsible for conceptualization, research, and design
of the S&P
Global core and quantitative
equity, fixed income, commodities, volatility (VIX futures based), multi asset, sustainability (ESG), and alternative asset
strategy indices.