tar growth fund manager Alex Umansky was raised in Russia, but was born in Ukraine and spent summers there with his grandparents. He reflects on the tragedy unfolding there and keeping his personal and professional life on track.
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McCULLEY: GEOPOLITICS MATTER
When Paul McCulley was Chief Economist, Fed watcher, and head of the $400 billion short-term trading desk at PIMCO he paid some attention to geopolitics, but he says understanding the state of the world is much more important today.
SUBRAMANIAN: BENEFICIAL PHILOSOPHY
Leading U.S. Equity and ESG strategist Savita Subramanian graduated from college with a double major in mathematics and philosophy. Guess which degree has been most helpful in her strategy work?
LEE: MENTAL REFRESH
Wyatt Lee oversees nearly $400 billion worth of the gold-rated target-date strategies for T. Rowe Price. It’s a demanding multifaceted job. He shares how he keeps his mind fresh.
LAZAR: INDEPENDENT ECONOMIST
Perennially top-ranked economist Nancy Lazar explains why she analyzes data many of her competitors either miss or ignore and her motivation for becoming an economist.
Buying Cheap Assets: Finding Them Now
Large-cap U.S growth stocks, particularly tech stocks have been the overwhelming winners of the last decade. They now dominate the market. The top ten S&P 500 stocks, including the FAANGs, account for more than 25% of the index’s total market value, a concentration that worries some market watchers because it is reminiscent of other market […]
