Markit Magazine Issue 8.pdf

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1、/6TalkingBusinessRésumé2007-PresentInvesco,investmentstrategist2001-2003StateStreetGlobalAdvisors,chiefinvestmentstrategist1998-2001MerrillLynch,globalderivativesstrategist1996-1998DeloitteandTouche,certifiedpublicaccountant2001-Present“LadiesinRed”,founderandboard

2、member2007-PresentChristusHealth,chairofInvestmentCommitteethemarkitmagazine–Summer2010TalkingBusiness/7DianeGarnick,investmentstrategistwithInvesco,discussesglobaltrendsandhighlightsherfinancialviewpointinaninterviewwithTheMarkitMagazineThepowerofcompoundingQWhatb

3、road-basedinvestmentopportunitiesdoyouwaveofinnovationandchangeinthesmallcapspace.currentlysee?Eventuallythisworksitswayintomidandlargecapstoo,butsmallcapswillbenefitfirst.ATherearetwoopportunitiesforinvestorsthatareThesecondbroad-basedstrategythatmakesaconsistento

4、vertime.Thefirstiscapturingthesmallcaptremendousamountofsensenowisforinvestorstolookpremium.Feweranalystscoversmallcapcompaniesandatactiveinvestmentmanagersthatcangolongandshort.theseinvestmentshavetheopportunitytochangeprettyThelasttwomarketmoveshavebeenmajorones.

5、First,quickly.Theyarealsonotunderthesametypeofmarkettherewasthedeclinefromthecreditcrunch.Thenwesawpressurelikelargecapsandcanoutperformlargecapsastrongrecoveryinassetpricesin2009.Macroinvestorsoverthelongrun.Smallcapsareparticularlycompellingontherightsideofthemar

6、kethavehadtheopportunitytonow.Thatisbecauseoftheunemploymentsituation.Ourdoverywell.Thenextopportunityforinvestorswillbetounemployedpopulationcurrentlyhasasizeableelementdistinguishthebettercompaniesfromtheircompetitors.withthreemagicalcharacteristicsthatdidnotexis

7、tinForecastedearningsdispersionissowiderightnowthatpreviousunemployedpopulations:itishighlyeducated;properinvestmentselectioniscritical.ithasawealthofexperience;anditisusedtobeinginpositionsofinfluence.TheseindividualswillbeginworkingQWhatisyouroutlookfortheUSecono

8、my,specifi-withsmallercompaniesinthenearfutureonaformalorcallyintheareaofFedpolicy,unemploymentandtheconsultingbasis.Theyareinapositiontoleadthen