Jeff deGraaf, Chairman, Technical, Strategy & Quant, Neil Dutta, Head of Economics, and Steve Pavlick, Washington Policy Analyst at Renaissance Macro Research discuss current economic factors and what advisors can expect heading into 2021.
Founded in 2011 by DeGraaf, RenMac is a boutique macro research firm centered around data driven insight and decades of investment experience. Balancing economic, policy, and technical perspectives, the firm delivers unique and highly tactical insights to financial advisors and institutional partners.
DeGraaf and his team review the implications surrounding the upcoming election, COVID-19’s lingering effects on the economy, taxes, trade and infrastructure.
Steve Pavlick will run through some of the more pressing and immediate Policy scenarios. Neil Dutta heads economics and remains bullish on the recovery regardless what shape or letter one wants to assign to it. Finally bringing it together from a strategic and tactical perspective, Jeff deGraaf will give us an understanding where we are in the market cycle and what history tells us about the future. We’ll walk thru some of our proprietary indicators and the work that earned Mr. deGraaf a rare induction into the Institutional Investor’s Hall of Fame.
How Investors should be thinking about the election 3mo frwd, asset allocation, sectors and risks and what to watch from the data going forward will all be covered by RenMac analysts that have the ear of some of Wall Street’s top investors.
To learn more, register for RenMac’s upcoming webcast: Q4: Portfolio Navigation Post Crisis.
Jeff deGraaf is the founder and Chairman of Renaissance Macro Research LLC, an independent macro research boutique firm based in New York. Jeff has become one of Wall Street’s most influential macro-based analysts over the last decade, ranked as the #1 technical analyst over the last 10 years and now in Institutional Investor’s Research Hall of Fame. Prior to starting Renaissance Macro Research, Jeff spent the early part of his career at Merrill Lynch and then Lehman Brothers, where he served on the firm’s investment policy committee as a Managing Director. In 2007, Jeff moved to ISI as an Executive Managing Director, also serving on the firm’s management committee and heading the firm’s investment policy committee. A member of the NYSSA, MTA, and CFA, and a CMT charter holder, Jeff is often quoted in Barron’s and The Wall Street Journal and in various media outlets or found on the financial speaking circuit around the world. With his baseball days at Michigan State University long behind him, Jeff is now an avid skier, golfer, and collector of Wall Street historical artifacts. He resides in Connecticut with his wife and their three boys.