Mr. O’Leary serves as co-Chief Executive Officer, primarily focused on overseeing the organization and performance of Oaktree’s investment teams. He is also portfolio manager for the firm’s Global Opportunities strategy, leading the group’s investment activities in North America.… Read the rest
Marko Papic is the Macro-Geopolitical Chief Strategist and Senior Vice President at BCA Research, one of the largest global macro, investment research firms.
At BCA, Papic is primarily responsible for the firm’s premier product, BCA Access, a macro… Read the rest
Henrietta has been providing investors with election and economic policy analysis for over 15 years, leading the Veda macroeconomic policy team through the first and second Trump term tariff agenda (IEEPA, 232, 301), the COVID-era stimulus bills, the… Read the rest
Doug brings a combination of decades worth of experience and successful navigation through some of the most turbulent periods in market history along with time-tested analytical skills, essential for looking past the current noise and herd mentality.
Doug… Read the rest
Danielle DiMartino Booth is CEO & Chief Strategist for QI Research,a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how market intelligence is conceived and delivered to guide portfolio managers and promote… Read the rest
At this time of year, in the lead-up to the High Holidays, I think back to my childhood when I used to sit next to my dear dad in the synagogue. As he stood to say the solemn prayers, I… Read the rest
This was a rough year for everything outside the equity market and I say good riddance to 2021 just as I did to 2020 a year ago this time. But it must be said that at least we have vaccines,… Read the rest
When I’m asked how I got through these past twenty months of the pandemic with my sanity intact, the answer hasn’t changed. Wine. Good wine. And lots of it. But not to the point where it clouds my judgment (though… Read the rest
Recently, I was having a cocktail on the backyard deck with my youngest of three boys, Michael. I had just picked him up from Queen’s University in Kingston where he finished his B.A. with a major in psychology. Michael (I… Read the rest
At this time of year, in the lead-up to the High Holidays, I think back to my childhood when I used to sit next to my dear dad in the synagogue. As he stood to say the solemn prayers, I… Read the rest