» Equity Asset Management Decision Economics

Equity Asset Management

Perspectives on Cycles

Our equity research experience spans multiple economic and financial market cycles bridging the gap between economies and drivers behind equity markets. Our value proposition to equity portfolio managers, strategists and traders is an understanding of fundamentals and factors driving both tactical and strategic equity market moves.

Components of Information Support

1. Monthly or quarterly interactive dialog on the global backdrop and risks driving US and Global equities, investible themes, and key trends affecting sectors and industries.

2. US Federal Reserve and Central Bank Policy Analysis.

3. Published research including weekly, monthly, updates on Strategy, Prospects and themes affecting the equity market cycle.

Your Dedicated Liaison

A dedicated Senior DE Researcher facilitates timely, insights through both regularly scheduled consultative dialog and decisive research.

Choose your liaison:

Dr. Allen Sinai – Global Strategy, Market Cycle
Mr. Andrew Wroblewski (London) – European Economies, Policy and Financial Markets
Dr. Cary Leahey – Chief U.S. Economist, Federal