Spyros Mesomeris, 37, guides the five-member Deutsche Bank squad to a second straight appearance in the winner's circle. Working out of London, the team leader cautions that investors "should be mindful of changes in the macroeconomic environment and how they may affect style shifts. The general headwinds for equities are not as negative as they have been for the last two to three years, if you look at relative valuations of fixed income versus equities." The analysts anticipate a gradual pickup in equity flows over the next year and thus are working to identify bottom-up, stock-specific attributes to assist clients with their investment choices, taking into consideration market differences among the member countries of the euro zone. One Amsterdam-based backer is grateful that "frequent debates with Spyros' team on quant-based strategies and the latest portfolio construction techniques have sharpened our insights." — Carolyn Koo |
Economics & Strategy – Quantitative Research: First
