In her current role, Ms. McMillion leads the development
of global investment strategy.
«This is a market for seasoned and experienced investors,» said Alicia Levine, head
of global investment strategy at BNY Mellon Investment Management.
Not exact matches
Before starting Ark, Wood spent 12 years at AllianceBernstein as chief
investment officer
of global thematic
strategies, where she managed $ 5 billion.
That represents «a huge opportunity for energy right now,» says Andy Goldberg,
global head
of investment strategy for J.P. Morgan Private Bank.
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.
Omar Allam is a former diplomat,
global entrepreneur, and CEO & Founder
of the Allam Advisory Group, a
global business,
strategy and commercial diplomacy consulting firm that helps clients with international
strategy, market entry support, export development and
investment attraction worldwide.
«The sale
of some state - owned enterprises should help lower Vietnam's rising national debt [and] also attract significant foreign direct
investment,» Chetan Sehgal, director
of global emerging markets and small cap
strategies at Templeton Emerging Markets Group, said in an email.
«If they (the BOJ) succeed it is in the realm
of a real game changer for Japan,» Andrew Pease,
global head
of investment strategy at Russell
Investments in Sydney told CNBC's «Capital Connection.»
Prior to his current role, Kurt was a
Global Investment Strategist with responsibility for presenting BlackRock's multi-asset investment views to clients throughout North America, primarily in the U.S. Kurt joined BlackRock in 2013 with over 15 years of experience in investment research and
Investment Strategist with responsibility for presenting BlackRock's multi-asset
investment views to clients throughout North America, primarily in the U.S. Kurt joined BlackRock in 2013 with over 15 years of experience in investment research and
investment views to clients throughout North America, primarily in the U.S. Kurt joined BlackRock in 2013 with over 15 years
of experience in
investment research and
investment research and
strategy.
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.
Yet Olsen, Stifel Wealth and
Investment Management's global head of investment strategy, said that historically, markets tend to adjust accordingly to incoming admini
Investment Management's
global head
of investment strategy, said that historically, markets tend to adjust accordingly to incoming admini
investment strategy, said that historically, markets tend to adjust accordingly to incoming administrations.
China and Chinese companies are at the forefront
of regional and
global climate adaptation through green
investment, government - backed pilot schemes, and the Belt & Road
strategy.
Playing into the tension between (growing) state capitalism and (historically dominant) free market is China's ongoing development
of its own version
of the Marshall Plan — displaying the world's only
global economic
strategy driven by a trillion - plus dollars
of investment into international infrastructure.
Aug 25, 2015: The «quant meltdown»
of August 2007 and the subsequent unfolding
of the
global financial crisis highlighted the risks
of crowded
investment strategies.
Get evaluations
of impact - oriented
strategies from the
Global Investment Manager Analysis team, in addition to ideas and insights from Morgan Stanley Research's Sustainable + Responsible Investing team and the Institute for Sustainable Investing.
* As
of March 31, 2017
Global Investment Strategy is a division
of Wells Fargo
Investment Institute, Inc. (WFII).
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.
The new funds will be used to promote the company's
global expansion
strategy and
investment in the field
of cutting - edge technologies.
With vast experience and an international
investment strategy, our team possesses a combination
of local market expertise and the ability to leverage relationships into
investment opportunities, resulting in a $ 25.5 billion
global portfolio.
Notably, the National Financial Work Conference has been the stage for: forming agencies to regulate the insurance and securities industries and bank bailout
strategies in 1997, creating banking regulators and listing state - owned banks on exchanges abroad in 2002, creating the sovereign wealth fund, establishing the China
Investment Corporation in 2007, which currently has assets
of $ 813.5 billion, and developing methodologies for dealing with the
global financial crisis
of 2008.
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 fi
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 fi
investment expertise and advice to help investors manage risk and succeed financially.
«Emerging markets are a very heterogeneous group, much more so than developed markets,» observes James Butterfill, head
of research and
investment strategy at London - based
global investment house ETF Securities.
Tobias Carlisle
of Eyquem
Investment Management LLC has run the blog since December
of 2008 during the
global economic crisis, with a focus on research - based
strategies that have generated long - term, market - beating returns for investors.
RBC GAM is a provider
of global investment management services and solutions to individual, high - net - worth and institutional investors through exchange - traded funds, hedge funds, mutual funds, pooled funds, separate accounts and specialty
investment strategies.
Since 2010, he has been responsible for developing and executing
global legal
strategies in governance, litigation and regulation for all aspects
of the bank's businesses, including asset management and brokerage services, and corporate and
investment banking.
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.
RBC GAM is a provider
of global investment management services and solutions to institutional, high - net - worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange - traded funds and specialty
investment strategies.
KKR Real Estate is a
global provider
of equity and debt capital across real estate
investment strategies.
In a day and age in which regular asset classes that commercial portfolio managers normally consider have become overwhelmingly bloated in price as a consequence
of the persistent and extended cheap money policy
of global Central Bankers, an
investment strategy of concentration in few select still undervalued assets versus diversification is likely the only
strategy that will work moving forward in returning significant yields.
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 fi
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 fi
investment expertise and advice to help investors manage risk and succeed financially.
While no one can predict what the future holds, we've gathered three
of our
investment team leaders for a roundtable discussion on developments they see likely to influence the
global markets in the back half
of the year, and their
strategies to position for whatever comes next.
With over 20 years
of global market experience, Alessandro's strong background in the field
of interest rates, central banks and European financial regulations helps to further strengthen AXA IM's
global investment strategy and asset allocation.
Approximately 90 percent
of the generation's members say they either engage in ESG
investment strategies or want to, according to Bank
of America Merrill Lynch
Global Research.
However, the same article states, «many
of the funds don't disclose their size, holdings, or
investment strategies, making it hard to gauge what risk, if any, they pose to the
global financial system.»
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
strategies.
In the fourth - quarter 2017 issue
of Investment Strategy Quarterly, we take a look at
global infrastructure, outline the defining characteristics
of the asset class, and discuss why this might be a good time to consider initiating new positions in this asset class or adding to existing ones.
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.
This
global hub, also known as «Gateway
of the Americas», has everything that EB - 5 investor might want besides a growing number
of EB - 5 approved projects; largest concentration
of foreign banks and multinational corporations, rated Number 2 in Business Friendliness and Number 3 in Foreign Direct
Investment Strategy by FDI Intelligence (a division
of Financial Times), and is undoubtedly one
of fastest growing urban centers
of the world in commerce, finance, culture, media, arts, entertainment and international trade.»
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 SB
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 SB
investment strategist at UBS, Salomon Brothers and SBC Warburg.
CenterSquare is an investor in, and manager
of public, private,
global and U.S. real estate
investment strategies.
The MaRS
Global Leadership Series provides perspectives on the latest global trends and leadership strategies of interest to the corporate and investment comm
Global Leadership Series provides perspectives on the latest
global trends and leadership strategies of interest to the corporate and investment comm
global trends and leadership
strategies of interest to the corporate and
investment community.
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.
Alex Shingler is a portfolio manager and member
of the Blackrock Multi-Asset
Strategies (MAS) team, which is responsible for developing, assembling, and managing both
global tactical asset allocation portfolios and outcome - oriented
investment solutions.
According to JLL
Global Capital Markets Head
of Research David Green - Morgan, markets who desire to attract these investors could employ several
strategies, such as implementing
investment visas or hiring Mandarin - speaking staff.
Nannette Hechler - Fayd «herbe,
Global Head
of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long - term investment themes which can be used to help make asset allocation
Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some
of the long - term
investment themes which can be used to help make asset allocation
investment themes which can be used to help make asset allocation decisions
Investment advisory firm Aptus Capital Advisors (ACA) is making its first entry into the ETF space today with the launch
of a momentum
strategy ETF on the Bats
Global Markets Exchange (which owns ETF.com).
Examples
of these risks, uncertainties and other factors include, but are not limited to the impact
of: adverse general economic and related factors, such as fluctuating or increasing levels
of unemployment, underemployment and the volatility
of fuel prices, declines in the securities and real estate markets, and perceptions
of these conditions that decrease the level
of disposable income
of consumers or consumer confidence; adverse events impacting the security
of travel, such as terrorist acts, armed conflict and threats thereof, acts
of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and
investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread
of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment
of our tradenames or goodwill; our hedging
strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount
of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion
of our assets pledged as collateral under our existing debt agreements and the ability
of our creditors to accelerate the repayment
of our indebtedness; volatility and disruptions in the
global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss
of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price
of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times
of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability
of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.
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.
Bobby Zheng, CFA,
Investment Strategy Analyst Tracie McMillion, CFA, Head
of Global Asset Allocation
Strategy
He is the founder and Managing Partner
of Kluz Ventures, the
investment firm focused on breakthrough technologies and
global growth
strategies.