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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
The buy side says: “Their research has both depth and breadth.”
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. 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., Belize’s principal trading partner. Through late July the bonds returned 47 percent, outstripping the firm’s benchmark emerging-markets bond index global by 39 percentage points, Oganes says. “They’ve widened their focus to better understand the financial crisis and the risks to local markets from economies abroad,” notes one loyalist.