Gilles Moec, 42, and Mark Wall, 40, guide the Deutsche Bank team of five to a third straight first-place finish. The economists, who work out of London, provide “tremendous coverage of policymaking and the constraints that policymakers operate under,” according to one U.K.-based portfolio manager. They are cautiously optimistic about the year ahead: “Not now but maybe later in 2013, we will move from a situation where everyone is focused on the short-term impact of fiscal policy and growth to another stage, where the main focus would be on how we can actually exit from a situation where monetary policy is driven by the need to maintain fiscal stability,” Moec says. The team predicts that the region’s economy will begin to recover in the second quarter or possibly early in the second half, and by the end of the year, long-term interest rates — which in many euro zone countries have been at or near historic lows for years — will begin to normalize. Moec, who holds a diploma in economics from the Institut d’Etudes Politiques de Paris, joined the firm in 2009 from Bank of America Merrill Lynch. Wall has been with Deutsche since 1996; he has a bachelor’s degree in economics, from Trinity College Dublin. — Carolynn Koo |
Economics & Strategy – Economics: First
