2019 NDR Mid-Year Outlook – Ned Davis Research – 6.24.19
Summary:
Now On Demand.
The 2019 NDR Mid-Year Outlook webcast will focus on key drivers and risks for the upcoming year and their implications. The discussion will include:
What NDR will be watching for an opportunity to raise equity exposure within the 10-year secular bull cycle.
What NDR will be looking at for signs of a global economic bottom.
Whether the U.S. stock market can continue to overcome slowing economic and earnings growth.
Why NDR expects increased volatility for credit, and what opportunities this could present.
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.
Speakers:
Tim Hayes Chief Global Investment Strategist Ned Davis Research
Timothy W. Hayes, CMT, is NDRG’s Chief Global Investment Strategist. He has been with the firm since 1986. Tim directs NDRG’s global asset allocation services, develops strategy and major investment themes, and establishes NDRG’s weightings for global asset allocation, presenting his views on the cyclical and secular outlook globally.
Tim’s recommendations, strategies, and timely market commentaries and studies are featured in Global Strategy publications, which focus on global allocation and the most significant global developments.
Tim has been featured many times on CNBC and Bloomberg TV, and his market views are often quoted in The Wall Street Journal and other financial media in the U.S. and internationally. He is author of The Research-Driven Investor, published in November 2000, and he has contributed to several other books. His research articles have appeared in the Journal of Technical Analysis, Technical Analysis of Stocks and Commodities, and other publications.
Joseph Kalish Chief Global Macro Strategist Ned Davis Research
Joseph Kalish is the Chief Global Macro Strategist for Ned Davis Research Group. He has been following and studying financial and economic trends for over 30 years. He and his team are responsible for all of the firm’s bond and economic analysis.
Joe authors several publications. On the fixed income side, he writes a monthly strategy Focus on global trends and one on U.S. trends. He supplements his analysis with weekly Comment pieces on both the global and U.S. outlooks. Joe is a regular contributor to other macro publications, including Featured Reports, the U.S. Economic Focus, and the U.S. Daily Economic Perspectives.
The Macro team also assists the firm’s equity strategists by identifying relevant economic trends and fundamental themes and providing historical market perspectives. They collaborate with the Global Strategy team and provide economic analysis through global and regional commentary. They also work closely with the U.S. Strategy team in helping to formulate the economic outlook for the major sectors of the economy. In recent years, Joe has been particularly focused on credit trends and credit-sensitive sectors of the economy, including residential and commercial real estate, auto- motive, banking, manufacturing, and trade and has written extensively on these topics.
In addition to the bond and economic analysis, Joe has held a number of other positions since joining the company in July 1986 including: editor of Industry Watch (an analysis of equity group trends), editor of Techno-Fundamental Ranks (a stock screening service), and associate editor of Stock Market Strategy. Joe was also a portfolio manager and trader for an equity mutual fund for five years.
Ed Clissold Chief U.S. Strategist Ned Davis Research
Ed Clissold, CFA, is the Chief U.S. Strategist for Ned Davis Research Group. He and his team are responsible for the firm’s U.S. equity, style, sector and equity theme analysis. They do so via a combination of a top-down analysis of the macroeconomic and fundamental environments and a bottom-up analysis of factors specific to the asset class, market cap, style, sector, or theme. He and his team also provide in-depth macro research on fundamental topics such as earnings, dividends, and cash flow.
Ed writes several U.S. Strategy publications, which provide an intermediate-term outlook on U.S. markets via a combination of top-down and bottom-up analyses. He also writes a quarterly Benchmarks report, which analyzes the attribution of returns across asset classes, sectors, market cap, and styles.
Ed’s market commentary is often quoted in The Wall Street Journal, Barron’s, and other financial publications.
Alejandra Grindal Senior International Economist Ned Davis Research
Alejandra Grindal is the Senior International Economist for Ned Davis Research Group. She is the primary person in charge of the firm’s global economic outlook, and is responsible for identifying global economic trends and themes, particularly as they relate to developments in equity, fixed income, commodity, and currency markets. In recent years, Alejandra has been particularly focused on global demographics and labor force trends, China’s economic transition, and Japan’s lost decade. She joined Ned Davis Research Group in 2006.
Alejandra is a member of the National Association for Business Economics, where she is co- chair of the International Roundtable. She is a frequent speaker at professional and investment conferences and her work has been cited in the financial media.
Prior to joining Ned Davis Research Group, Alejandra taught Microeconomics and Macroeconomics at Florida State University during her graduate studies, and then worked as a full-time professor at Santa Fe College and Edison College. Alejandra also worked in British Parliament as a research assistant, where she participated in policy and constituent research and campaign marketing.
Alejandra received her Masters degree in Economics and a Bachelor of Science degree in Economics and International Affairs, with summa cum laude and Phi Beta Kappa distinction, from Florida State University.
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