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VP, Product and Market Strategist
USA
+19 year(s) experience
Ryan’s main areas of work include capital market research along with educating buy-side participants on investment analytics and portfolio management concepts. His insight is disseminated through white papers, articles, training, and interviews with a target audience of financial advisors, portfolio managers, and investment analysts. Ryan’s articles can be commonly found in WealthManagement.com, ThinkAdvisor.com, and FinancialAdvisorIQ.com. Ryan has been a guest on the MoneyLife podcast with Chuck Jaffe and has been quoted in leading industry publications.
Ryan also authors insightful blogs and research papers. Before joining Informa Investment Solutions in 2012, he spent over a decade in the investment management industry holding positions as an Investment Associate while overseeing more than $1 billion in assets. Ryan holds a BS in Business Computer Information Systems from St Cloud State University.
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 14 Oct 2019
The third quarter earnings cycle kicks off in earnest this week, headlined by some of the biggest names in the financial sector. It will be interesting to hear how financials were able to control costs while low interest rates and the inverted yield curve put pressure on their income potential. As for economic data, housing data will capture the headlines. Recent data on the housing sector has shown promise, and we will see if falling mortgage rates continued to provide a boost to the sector. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 07 Oct 2019
All eyes will be on the renewed trade talks between the U.S. and China during the upcoming week. The stakes are getting higher as we inch towards an election year, global economies are slowing due to trade uncertainties, and political chaos is certain to remain heightened due to the impeachment inquiry. I don’t expect both sides to come to a truce this week, however, any sign of progress will be good, while investors may doubt a deal will ever get done if we have another breakdown in talks. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 30 Sep 2019
There is no lack of important economic data releases in the week ahead. The U.S. economy has been a tale of two sides, the good (services and labor market) and the bad (manufacturing). Well, this week provides us with information on both sides. I will be particularly interested in the Markit Services and ISM Nonmanufacturing readings, as the services sector has been supporting the U.S. economic expansion and it will be imperative that the services sector remains strong for the expansion to continue. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 23 Sep 2019
Now that the September FOMC meeting is behind us the spotlight will shine on trade talks between the U.S. and China. As for economic data releases, we will get data on the manufacturing sector by way of the PMI flash readings and durable goods orders. We will also find out if business investment has picked up when core capex is released on Friday. Additionally, this upcoming week will shed some light on the sentiment of the consumer, which has been the driving force behind the current expansion. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 16 Sep 2019
All attention during the week ahead will be on the FOMC’s monetary policy announcement and Jerome Powell’s follow-up press conference. As we mentioned above, the Federal Reserve is in a tough position as they feel pressure from around the globe to cut rates, however, the U.S. economy continues to grow at a solid pace and the labor market remains strong. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 09 Sep 2019
The upcoming economic data releases, particularly the inflation and retail sales prints, will be widely watched as expectations for the FOMC to cut rates at their upcoming September meeting are running high. Interestingly, the folks who are clamoring for a rate cut point to muted inflation as one of the reasons the FOMC must cut, meanwhile, the folks who are saying there should be no urgency in cutting rates point to the health of the consumer and their solid spending habits supporting the economy. Regardless if the data beats or misses expectations, I expect the FOMC to cut rates a quarter point later this month. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 03 Sep 2019
The economic data releases for the week ahead will be highlighted by the weakest (manufacturing) and strongest (labor) links in the U.S. economy. The manufacturing sector has been weak around the globe, evidenced by the growing number of country’s manufacturing sectors entering contraction. The manufacturing sector in the U.S. has not reached contraction yet, however, it has been slowing for some time and on the cusp of contraction. On the flip side, the current economic expansion has been driven by the historically strong labor market. Additionally, the longevity and future health of the U.S. economy hinges on the labor market remaining strong. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 30 Jul 2019
The much-anticipated July FOMC meeting takes place in the week ahead. It is highly expected that the Federal Reserve will cut key short-term rates - for the first time since 2008 - by 25 bps. With expectations so high for a rate cut, anything less would be a surprise and negatively affect markets. The FOMC isn’t the only game in town, however. The week ahead is full of economic data releases, including the jobs report on Friday. Additionally, the Q2 earnings cycle continues to roll along, headlined by Apple and a slew of pharmaceuticals. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 22 Jul 2019
The week ahead is headlined by an influx of earnings releases, in fact, more than a quarter of the S&P 500 companies will release earnings. The names include Coca-Cola, Boeing, Facebook, Alphabet, Amazon.com, 3M, and McDonalds. Additionally, we get more data on the manufacturing sector. We will find out if the promising regional manufacturing data from this week was a one hit wonder or is the sector stabilizing on a national level as well. Finally, we will get an advanced look at the Q2 GDP numbers. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 16 Jul 2019
The week ahead marks the beginning of the second quarter earnings cycle and is also a busy one for economic data. We will get information on the health of the consumer (retail sales), which has been a primary driver of the current economic expansion, while on the flip side, we will get information about the struggling manufacturing sector. As long as trade uncertainties continue, I expect the manufacturing sector to struggle. Personally, I am glad earnings season is starting, as it gives us a chance to get back to fundamentals. Expectations for this cycle remain muted, with most expecting earnings growth of around negative 2% for the quarter. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 01 Jul 2019
Despite being short, the week ahead will be a busy one for economic data. After investors are done digesting the news from the weekend’s G-20 summit meeting between President Trump and President Xi Jinping, they will get data on the manufacturing sector, which I am expecting to remain soft, based on the soft regional indexes we have been receiving. The second half of the week is highlighted by the labor market. In order for consumers to maintain their willingness to spend, resulting in the continued economic expansion, that labor market must remain strong, as it is the underpinning of the current expansion. Finally, have a safe and fun Independence Day! Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
Zephyr Portfolio Analytics
By Ryan Nauman 27 Jun 2019
10 Tips for a Successful Investment Management Process
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 24 Jun 2019
The week ahead is filled with speeches from Federal Reserve officials and data on the housing and industrial sectors. I will be looking forward to the release of the durable goods data, particularly the core capex orders on Wednesday. Business investment has been slow, largely due to the uncertainties around trade, which has been a headwind for economic growth. An uptick in business investment would provide a boost for the economy and manufacturing sector. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 17 Jun 2019
The FOMC meeting and subsequent press conference from Federal Reserve Chairman Powell will be the highlight of the week. Expectations for a rate cut during this meeting are low, however, Powell’s statements will be widely critiqued. Investors will be focusing on every word to try and gauge if and when the Fed may cut rates.With the solid retail sales and labor market, I don’t expect the Fed to cut rates during this meeting. However, in addition to their policy on interest rates, I will be listening closely for an update on their economic outlook and the corresponding risks, as well as any insights regarding their balance sheet. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 10 Jun 2019
This week’s highlight will come in the form of the CPI reading. Inflation has captured the attention of many, as it remains stubbornly low despite a historically tight labor market, rising wages, and price pressure from tariffs. The low inflation is a primary talking point for the Federal Reserve and one they will continue to monitor moving forward, while investors are calling for lower interest rates due to the muted inflation. Based on this week’s market reaction, markets will applaud muted inflation, which should add pressure on the Fed to cuts rates. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
