Spencer Morgan, CFA
More from the Equity team
In our view, despite the elongated pandemic and fears about inflation, the bull market remains intact, supported by strong earnings growth and higher-than-expected P/E multiples applied to those earnings.
For franchised U.S. auto dealers, consolidation and the e-commerce imperative could mark the biggest changes to the industry’s structure, possibly ever.
A successful risk team is one that can analyze multiple measures of risk and work with investment teams before trades are executed to capture alpha.