Perceptions of a Veteran Macroeconomist: Fifty Years of Triumphs, Miscues, Learnings
SECOR’s Edgar Sullivan, CFA, summarises the important changes in the global macroeconomic backdrop over the past fifty years.
SECOR’s Edgar Sullivan, CFA, summarises the important changes in the global macroeconomic backdrop over the past fifty years.
SECOR’s Edgar Sullivan, CFA and Anja Needham, CFA, explore the impact and exposure of geopolitical risks in China.
SECOR’s Edgar Sullivan, CFA, explores the similarities and differences in stagflation in the current global economy versus four decades ago.
SECOR’s Angela Xu, CFA, explores how hedge funds are uniquely positioned to navigate both current and future inflationary market rotations.
In a recent article for Investment Week, SECOR’s Bo Brownlee, CFA, takes a deeper dive into the illiquidity premium in private…
Dmitri Smolansky, head of portfolio management and lead portfolio manager of SECOR’s equity hedging strategies, addresses the potential impact to the…
SECOR’s Head of Portfolio Management, Dmitri Smolansky, explores the risks associated with the current transitory inflation environment.
SECOR’s Bo Brownlee, CFA, takes a deeper dive into the gap between Growth and Value stocks.
SECOR’s co-founder, Ray Iwanowski, evaluates whether institutions should consider allocating to digital assets.
SECOR’s Philip DiDio, explores possible approaches to evaluating the merger arbitrage environment and its attractiveness.
SECOR’s Bo Brownlee, CFA explores investors’ patience with Chinese equities as the recent round of regulatory reforms has set off a…
SECOR’s Anja Needham, CFA explores the Emerging Market Debt asset class, its investible sub-sectors, and their characteristics and return drivers.