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Economics & Strategy – Quantitative Research: Third
Capturing the No. 3 spot for a second straight year is François Trahan; the Wolfe Trahan & Co. analyst also leads the lineup in Portfolio Strategy.
|Capturing the No. 3 spot for a second straight year is François Trahan; the Wolfe Trahan & Co. analyst also leads the lineup in Portfolio Strategy. “The factors that work in quant are directly tied to the economic backdrop, because they’re essentially tied to whether it’s risk-on or risk-off,” he says. At the moment, beta is a big theme. “‘Beta’ right now is not a very popular word, but I think that’s what’s going to change this fall,” Trahan says. “When the economic data improves, beta’s going to start outperforming again. Of all the factors that you look at in quant, it’s obviously the one that’s most polarized — but it’s also the one that can be the most rewarding.” The strategist is complimented by one client for “research that is more fundamental-driven, with no fancy math, just common-sense analysis supported by tons of data.” |
Nomura Securities International
Keith Miller Citi
Bank of America Merrill Lynch
Sanford C. Bernstein & Co.