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About Ryan

USA

+21 year(s) experience

Ryan Nauman, VP, headshot
As Market Strategist, Ryan Nauman’s primary focus is providing value added market and investment insight along with educating buy-side participants on investment analytics and portfolio management concepts.

Ryan provides analysis and research on market trends across asset classes, sectors, and regions to help empower better decisions for creating asset allocation strategies. His insight is disseminated through white papers, articles, training, and interviews with a target audience of financial advisors, portfolio managers, and investment analysts. As an industry leader, Ryan is often quoted in Reuters, CNBC, Bloomberg, MarketWatch.com, Yahoo! Finance, and the Wall Street Journal, while being a regular guest on TD Ameritrade Network, Yahoo! Finance, Bloomberg TV, Bloomberg Radio, and Chuck Jaffe’s Money Life podcast.

 

Analyst Articles

Articles by Ryan

  • Zephyr Portfolio Analytics

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 03.01.21

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 03.01.21

    The Federal Reserve (Fed) continues to stand by its accommodative policies by stressing that the labor market remains well below pre-pandemic levels with some 10 million people remaining jobless. The February jobs report will be released on Friday and it will be widely watched as it remains the weakest part of the U.S. economy and one of the primary drivers behind the dovish Fed. Will a stronger than expected report push Treasury yields higher, while placing additional pressure on stocks due to concerns that inflation will be here sooner than expected and force the Fed’s hand? Or will we continue to see a labor market that is well below its natural levels?

    Topic Industry News

  • Zephyr Portfolio Analytics

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 02.15.21

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 02.15.21

    The headline economic release during the holiday shortened week will be the January retail sales report. Consumer spending is the primary driver of economic growth, so retail sales is a very important indicator of economic and consumer health, and one that has experienced large swings since the pandemic started. We have entered the later stages of the Q4 earnings seasons, but there remains some big names yet to release. WalMart releases earnings as does Deere & Company which tends to be a good proxy for economic growth...

    Topic Industry News

  • Zephyr Portfolio Analytics

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 02.08.21

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 02.08.21

    The headline economic data release during the upcoming week will be the consumer price index (CPI). Inflation is in the crosshairs of many investment professionals as the Fed continues to reiterate its accommodative policy while the likelihood for additional fiscal stimulus grows. Furthermore, the reopening of the economy and pent-up demand may also boost inflation. Policy makers are walking a fine line as they must be careful that their policies do not accelerate inflation to a point where it’s hard to rein it in. It is another busy week for blue chip earnings releases lead by Walt Disney, Cisco Systems, CocaCola, and Pepsico...

    Topic Industry News

  • Zephyr Portfolio Analytics

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 02.01.21

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 02.01.21

    The headline event for the week ahead will be the January jobs report released on Friday. The momentum in the labor market came to a halt during the later stages of 2020 following a strong rebound during the summer and fall months. People will be watching the January report as vaccinations are being rolled out, but the number of cases continued to climb. The Q4 earnings season has started off strong, with another busy week ahead. The highlights will come from two of the most popular names for investors - Amazon.com and Alphabet...

    Topic Industry News

  • Zephyr Portfolio Analytics

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 01.25.21

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 01.25.21

    Some of the brightest stars from 2020 release earnings during a busy upcoming week for earnings releases. These stocks that experienced a stellar 2020 and carried the broader market to all-time highs are priced to perfection. Investors will demand perfection and look for signs that earnings growth will continue at a strong pace. Additionally, the January FOMC meeting and Chairman Powell’s follow-up press conference will be widely watched on Wednesday. The FOMC has made it clear that they intend to keep interest rates near zero. However, the likelihood for additional fiscal stimulus is growing which could stoke inflation and pressure the FOMC into action. The FOMC is sure to be cautious in what they say and write in response to a potential uptick in inflation, so they do not ignite a taper tantrum like 2013...

    Topic Industry News

  • Zephyr Portfolio Analytics

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 01.18.21

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 01.19.21

    The week ahead will be highlighted, not by economic data or earnings, but the inauguration of Joe Biden as president. Following the storming of the U.S. Capitol and reports that other protests around the country have been planned, all eyes will be on the inauguration as the new regime takes over. As for economic data, one of the hottest parts of the economy during the tumultuous 2020 was the housing market as historically low mortgage rates eased affordability. This upcoming week will provide us with data on how the housing market finished 2020...

    Topic Industry News

  • Zephyr Portfolio Analytics

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 01.11.21

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 01.11.21

    The week ahead will be highlighted by the release of the December consumer price index. Inflation is in the crosshairs of investors as Inflation expectations have been increasing, particularly this week as investors are anticipating additional fiscal stimulus following the Georgia election. Additionally, large financial corporations kick off the fourth quarter earnings cycle during the week. Corporate earnings are expected to increase during the quarter. However, coronavirus cases surged during the quarter which may place downward pressure on earnings...

    Topic Industry News

  • Zephyr Portfolio Analytics

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 12.14.20

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 12.14.20

    The week ahead will be headlined the Federal Reserve’s (Fed) December meeting announcement and Chairman Powell’s follow up press conference. The Fed statement and Powell’s comments will be widely watched, particularly in regard to the need for fiscal and monetary stimulus as COVID-19 cases surge and government mandated restrictions take place. Additionally, retail sales will be in the crosshairs of investors as we gather more information about the ever important holiday shopping season and how the pandemic shifted consumer spending habits. Finally, fresh data on the red-hot housing market will be released during the week...

    Topic Industry News

  • Zephyr Portfolio Analytics

    The New Prospecting Imperative: Expert Advice for Finding and Winning New Assets

    The New Prospecting Imperative: Expert Advice for Finding and Winning New Assets

    If you’re like most advisors, adjusting to the new socially-distanced reality has impacted many aspects of your practice—but none more than prospecting for new business. Gone are the days of social events and face-to-face meetings that drive new accounts. But in order to succeed, prospecting needs to remain a significant priority if you’re to win new clients today—and get new ones tomorrow. While the pandemic has put a strain on individual health and the global economy, at a business level it is preventing you from having precious facetime with your prospects and clients. In addition, ever increasing competition requires you to “wow” clients and prospects in order to set yourself apart from the competition. In this webinar, we will present efficient and effective ways to set yourself up to win clients looking to make a change—and keep existing clients happy now and in the future. We will examine the client lifecycle from relationship building to exploration to proposal to closed won and loyalty.

    Topic Industry News

  • Zephyr Portfolio Analytics

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 12.07.20

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 12.07.20

    Inflation, measured by the consumer price index, will be the headline release during the week ahead, as expectations are for inflation to rise over the next five years, however, inflation looks to remain muted in the near term. Additionally, after falling to 76.9 in November, consumer sentiment will be widely watched next week as we get another glimpse of the consumer’s psyche as COVID-19 cases spike...

    Topic Industry News

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 11.23.20

    Ryan's Weekly Recap

    Despite being shortened due to Thanksgiving, the trading week is not light on economic data releases. A couple that I will be watching closely will be durable goods orders and consumer spending. Businesses and individuals have displayed optimism by increasing their purchases of big-ticket items since the peak of the pandemic in March. We find out if this spending continued in October, despite a surge in coronavirus cases. Finally, we will get additional data on the red-hot housing market which seems likely to continue its strength due to historically low mortgage rates...

    Topic Industry News

  • PSN Separately Managed Accounts (SMA) Data

    3Q 2020 PSN SMA Top Guns Winners Announced - The Great Recovery Rolls On

    Q3 2020 PSN SMA Top Guns Insights

    The stellar market recovery continued during the third quarter. The U.S. economy continued to stabilize, providing investors with optimism, resulting in equities (S&P 500 index) rising 8.93% during the quarter. Furthermore, the Federal Reserve (Fed) signaled that it will remain very accommodative in the years to come as expectations are for rates to remain near zero until 2023. However, equities fell late in the quarter due to a resurgence of coronavirus cases, while congress could not come to an agreement on an additional economic stimulus package. The risk-on environment, largely driven by accommodative monetary policy and the Fed’s change to its inflation policy, boosted corporate bonds, while 10-year Treasury yields rose three basis points to 0.68% during the quarter.

    Topic Industry News

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 11.16.20

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition

    The week ahead will be highlighted by the release of October retail sales numbers as we head into the ever important holiday shopping season for retailers. With coronavirus cases picking up in October, the level of retail sales will be an interesting watch. Speaking of retailers, the week ahead is full of earnings releases from the biggest names in retail such as Walmart, Home Depot, Target, and Lowes. Headwinds persist for retailers, however, companies with a solid ecommerce presence should be able to weather the storm...

    Topic Industry News

  • Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition 11.09.20

    Ryan Nauman's Weekly Recap: COVID-19 Market Edition

    Now that the 2020 Presidential election is behind us, we can now turn our attention back to the third quarter earnings cycle as it starts to wind down. The Biden victory and additional legalizations of marijuana at state levels should provide a boost to some pot stocks, which will announce earnings during the week. Additionally, the earnings release from Walt Disney will capture headlines as the company shifts its focus to streaming services. The week is light on economic data as the Veterans’ Day holiday is observed. However, small-business and consumer confidence measures will be noteworthy, as will the consumer price index release...

    Topic Industry News

  • Zephyr Portfolio Analytics

    Three Steps to Identifying Best-In-Class Separately Managed Accounts

    Finding the best in class SMA

    Separately managed accounts (SMAs) are growing in popularity and poised for mainstream adoption as investors demand more transparency, control, and customization in a post-pandemic world. SMAs provide investors with a professionally managed portfolio of individual securities, which allows the investor to directly own all securities in the account. This feature makes SMAs popular with investors who may want to optimize tax efficiencies or customize the portfolio to include companies that exhibit superior ESG characteristics. Historically, SMAs have been earmarked for high net worth investors due to their hefty account minimums. However, the advancement of trading fractional shares at wire houses and turnkey asset management platforms may bring down the minimums and make SMAs accessible to a much wider pool of investors and add to their growth...

    Topic Industry News