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MARKET & MACROECONOMIC REVIEW

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Equity Review-10 August 2022

SECOR’s Global Equity Strategist, Bo Brownlee, CFA, provides a Public Equity update with a focus on US Equity valuations.

08/10/2022 Market and Macro Review

Equity Review-10 August 2022

Equity Review- 14 June 2022

SECOR’s Global Equity Strategist, Bo Brownlee, CFA, provides an Equity update with a focus on earning yields and interest rates.

06/14/2022 Market and Macro Review

Equity Review- 14 June 2022

Macroeconomic & Market Review- 14 June 2022

Ed Sullivan, Macro Economist, provides his broad macro views with a focus on inflationary pressures in the current economic environment.

06/14/2022 Market and Macro Review

Macroeconomic & Market Review- 14 June 2022

Quarterly Macroeconomic & Market Review- 29 April 2022

Ed Sullivan, Macro Economist, provides his macro views with a particular focus on inflationary pressures and the impact to global growth.

04/30/2022 Market and Macro Review

Quarterly Macroeconomic & Market Review- 29 April 2022

Macroeconomic & Market Review- 07 March 2022

Ed Sullivan, Macro Economist, provides his broad macro views while Bo Brownlee, Global Equity Strategist, provides his views on recent IPO…

03/07/2022 Market and Macro Review

Macroeconomic & Market Review- 07 March 2022

Cyclical Outlook for Global Economy

Ed Sullivan, Macro Economist, discusses the factors impacting our global cyclical outlook for 2022 including inflation, central bank policy, and Covid.

02/08/2022 Market and Macro Review

Cyclical Outlook for Global Economy

US Growth versus Value – Impact of the Big 5 Technology Companies

SECOR’s Global Equity Strategist, Bo Brownlee, CFA, provides his views on the impact of the big 5 technology companies on US…

02/08/2022 Market and Macro Review

US Growth versus Value – Impact of the Big 5 Technology Companies

Macroeconomic & Market Review- 06 December 2021

Dmitri Smolansky, Head of Portfolio Management, provides his broad market views while Anja Needham, Credit Portfolio Manager, provides her thoughts on…

12/06/2021 Market and Macro Review

Macroeconomic & Market Review- 06 December 2021

Quarterly Macroeconomic & Market Outlook- 21 October 2021

Ed Sullivan, Macro Economist, provides his macro views with a particular focus on investors’ concern with long-term inflationary risks.

10/21/2021 Market and Macro Review

Quarterly Macroeconomic & Market Outlook- 21 October 2021

Macroeconomic & Market Review- 20 September 2021

Ed Sullivan, Macro Economist, provides his broad macro views while Bo Brownlee, Global Equity Strategist, provides his views on growth versus…

09/20/2021 Market and Macro Review

Macroeconomic & Market Review- 20 September 2021

Quarterly Macroeconomic & Market Outlook- 11 August 2021

Ed Sullivan, Macro Economist, provides his macro views with a particular focus on inflationary and Covid risks.

08/11/2021 Market and Macro Review

Quarterly Macroeconomic & Market Outlook- 11 August 2021

Macroeconomic & Market Review – 14 June 2021

Ed Sullivan, Macro Economist, provides his macro views including his thoughts on inflation and global growth while Bo Brownlee, Global Equity…

06/14/2021 Market and Macro Review

Macroeconomic & Market Review – 14 June 2021
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Awards

The Asset Management Awards 2022

Finalist – Investment Consultancy of the Year, Fiduciary Manager of the Year & Diversity Award

UK Pensions Award 2022

Finalist – Risk Reduction Adviser of the Year & Fiduciary Manager of the Year

Pensions Age Awards 2022

Finalist – Pensions Consultancy of the Year, Fiduciary Management Firm of the Year & Innovation Award

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