Equity Asset Management

The Cycle

Equity managers know that the each stage of the economic market cycle brings both risk and opportunity. Throughout recovery, expansion, peak and contraction the equity markets shift, anticipating the future climate for corporate earnings and company performance.

Perspective

DE Equity Team Leaders bring the experience of global market cycles spanning over two decades surfacing research and perspective tailored to Equity Portfolio Managers, Strategists and Traders.

Information Support Program:

- Monthly or quarterly strategic discussion on timely or evolving issues driving US and Global Corporate Profits, secular and cyclical trends affecting sectors and industries.

- US Federal Reserve Fact Sets and Central Bank Policy Analysis.

- Published research, daily, weekly, monthly, focused on updates and prosects affecting the equity market cycle.

- Global Asset Allocation Reports published quarterly with updates to changes as needed.

Liaison
A DE liaison facilitates timely, insightful research insights through both regularly scheduled consultative discussion and decisive research upon request. A DE Liaison is selected according to the scope of the client’s regional investment mandate.

Senior Research Staff who serve as Equity Liaisons:
-Dr. Allen Sinai (Boston/New York) – Global Financial Market Cycle
-Mr. Andrew Wroblewski (London) - European Financial Markets
-Dr. Francisco Larios (Miami) – Emerging Economies-BRICS-LATAM