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Economics & Strategy: Economics
Leaping all the way from runner-up to first place is J.P. Morgan’s ten-strong troupe, led this year by New York–based Luis Oganes, 43, following the September 2009 departure of Alfredo Thorne, who retired.
Luis Oganes & team J.P. Morgan
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Leaping all the way from runner-up to first place is J.P. Morgans ten-strong troupe, led this year by New Yorkbased Luis Oganes, 43, following the September 2009 departure of Alfredo Thorne, who retired. A 1997 graduate of New York University with a Ph.D. in economics, Oganes joined J.P. Morgan the following year. In November he and his crew put an overweight rating on the external sovereign debt of Belize dollar-denominated bonds issued abroad, not domestically as undervalued and likely to benefit from economic recovery in the U.S., Belizes principal trading partner. Through late July the bonds returned 47 percent, outstripping the firms benchmark emerging-markets bond index global by 39 percentage points, Oganes says. Theyve widened their focus to better understand the financial crisis and the risks to local markets from economies abroad, notes one loyalist.