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VP, Product and Market Strategist
USA
+20 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 Separately Managed Accounts (SMA) Data, PSN Enterprise -...
By Ryan Nauman 19 Feb 2020
A stellar 2019 finished with a bang as the geopolitical risks that dominated headlines and markets for the better part of 2019 diminished during the fourth quarter while economic data remained stable. The S&P 500 index posted a +9.07% return during the quarter as a phase one trade agreement between the U.S. and China provided a boost for global markets and increased investor optimism. Furthermore, the MSCI EAFE index posted an +8.21% return during the quarter as global investors cheered the trade agreement while hoping the easing trade tensions will provide relief to the soft global economy. Despite a 25-basis point interest rate cut by the Federal Reserve (Fed), the improved investor sentiment hurt Treasuries, as the BofA Merrill Lynch US Treasury index returned -0.89% during the quarter.
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 18 Feb 2020
The week ahead is full of housing data, from home builders' confidence to existing home sales. The housing market has recently stabilized, in large part due to a strong labor market and low mortgage rates, however, for the sector to completely rebound, inventory needs to pick up, so the release of housing starts and building permits data should be widely watched. Walmart is the headline earnings release, while providing insight into the consumer after the soft retail sales number last week. Is the consumer still willing to shoulder the economy, or are they losing some momentum? Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Separately Managed Accounts (SMA) Data, PSN Enterprise -...
By Ryan Nauman 10 Feb 2020
We are excited to introduce Top Guns Model Portfolios to our quarterly Top Guns rankings and commentary. For those of you not familiar with Top Guns… Top Guns is a quarterly ranking of the best of the best Separately Managed Account (SMA) managers in the PSN SMA database, our proprietary SMA database. We rank the managers across various metrics such as return, risk, r-squared, and information ratio to determine the Top Gun award recipients as well as naming Manager of the Decade. These rankings help wealth managers who subscribe to the PSN SMA database more efficiently identify the top managers for consideration in their client portfolios. In turn, this also helps highlight our asset manager participants who are outperforming their relative benchmarks.
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 10 Feb 2020
Despite the Q4 earnings season slowing down, there remains some big-name companies who are on deck to release earnings this week including: Cisco Systems, Applied Materials, and Nvidia. While it might be a quiet week for earnings, the week ahead is full of important economic data releases, including small-business optimism, inflation, and retail sales. 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 Feb 2020
Based on how this week finished, most investors will be focusing on the coronavirus outbreak and its growth. However, the week ahead has some big earnings and economic data releases that are worth monitoring. The manufacturing PMI and ISM manufacturing indexes are top of the list, as the sector has stabilized recently and will be an important sign on the overall health of the economy. The end of the week includes the ever-important jobs report. As for earnings releases, Alphabet, Ford, Disney, and GrubHub are some of the names I will be watching closely. 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 27 Jan 2020
The week ahead includes a full slate of earnings releases from blue chip companies. Despite all the big names that will be announcing Q4 earnings, including market drivers - Apple, Microsoft, Facebook, and Amazon.com - I will be keeping a close eye on FinTwit darling, Beyond Meat. After having an incredible run after going public in 2019, Beyond Meat’s price has been nearly halved. It will be interesting to see what valuations the earnings support. Despite expectations running high that the Federal Reserve will remain on the sidelines, their meeting this coming week will be closely watched for any signals that their monetary policy may change in the near future. 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 21 Jan 2020
The fourth quarter earnings season picks up steam during the upcoming week. As I mentioned above, expectations remain muted for this cycle, however, there are some big names reporting during the upcoming week that should be closely watched. Below are some that I will be focusing on. The upcoming economic data release is light due to the shortened trading week, however, the Markit flash PMIs will be widely watched. 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 13 Jan 2020
Low inflation has been a primary consideration during the Federal Reserve’s monetary easing in 2019, while, the week ahead will give us more insight on the current level of inflation. We will also learn more about the willingness of the U.S. consumer to spend when the retail sales numbers are released on Thursday. Finally, we get our first glimpse at the health of the housing market in 2020, which stabilized in 2019 thanks to lower mortgage rates. 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, PSN Se...
By Ryan Nauman 07 Jan 2020
2020 Investment Outlook - Markets Remain Resilient and Provide Opportunities 2020 is shaping up to be an eventful year. The headline event will be the presidential election, which is sure to be full of theatrics. Despite the phase one trade agreement, trade uncertainties will continue into 2020. The Federal Reserve will continue to provide headlines as well. Finally, unwrapping Brexit uncertainties will be an issue, while other geopolitical concerns will persist, particularly the protectionist policies. Much like the past few years, uncertainty regarding U.S. and Global fiscal policies will continue. The U.S. presidential election will headline 2020. However, the ongoing trade war, Brexit, Hong Kong protests, and Middle East tensions will continue to drive risk-on and risk-off trades during the year. Regardless, these uncertainties will provide opportunities for patient investors.
Topic Industry News US Presidential Election Manager Analysis
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 16 Dec 2019
The week ahead is full of noteworthy economic data releases. The initial PMIs will be widely watched to see if the manufacturing sector has found a bottom. Additionally, data on the housing sector will grab headlines, as we find out if low mortgage rates will continue to boost the sector. Finally, we will get another look at how the U.S. economy performed during the third quarter when the revised GDP report is released. 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 Dec 2019
It is Fed week again! Next week’s Federal Reserve (Fed) meeting and Chairman Jerome Powell’s follow up press conference lacks some anticipation, as expectations are high that the Fed will keep key short-term benchmark rates in a range of 1.5% - 1.75%. With most expecting the Fed to take a pause in cutting rates, attention will be turned to the Fed’s statement and the follow up press conference to try and decipher the Fed’s monetary policy in 2020. As for economic data, the headliners will be the consumer price index and retail sales. Muted inflation was a primary reason why the Fed cut rates in 2019, and expectations are for inflation to remain soft moving forward. With the holiday season in full stride, retail sales will be widely watched and an important indicator on if the strong consumer will continue to shoulder the U.S. economy. 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
By Ryan Nauman 09 Dec 2019
Market Resiliency Despite Decreasing Risk Appetite Investors continued to bet on U.S. equities as the domestic economy remained stable, however, uncertainty around trade, global growth, monetary policy, and political chaos continued to keep gains modest. Despite U.S. equities reaching all-time highs and the S&P 500 index producing a +1.70% total return, investors remained cautious, pushing 30-year Treasury yields to record lows. Interest rates around the world continued to fall to record lows while the amount of negative-yielding sovereign debt grew. Furthermore, the Federal Reserve came to the rescue by cutting rates twice during the quarter, providing support for equities, while long-term Treasuries, represented by the Bloomberg Barclays U.S. Long Government/Credit index, produced a +6.58% return during the quarter.
Topic Industry News
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 18 Nov 2019
Over the past few months the housing market has solidified as low mortgage rates have brought buyers back to the market, however, inventory remains low. The week ahead will provide us with more information regarding the housing market turnaround. Additionally, we will receive the initial flash PMIs on the manufacturing and services sectors. Markets have priced in weak manufacturing numbers, however, if there is a bad miss on the downside, markets could react negatively. We are near the third quarter earnings cycle finish line, which has been better-than-expected to this point. The upcoming week is headlined by retailers, which will be widely watched. The economic expansion has been shouldered by the consumer, and in order for the expansion to continue, the consumer will need to continue to spend. We will find out if these brick-and-mortar retailers have capitalized on the strong consumer, what challenges they face with six less shopping days during the shopping season, and if they provide any insight on consumer spending trends moving forward. 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 11 Nov 2019
While we are entering the later stages of the third quarter earnings cycle, the week ahead includes a few big-name earnings releases, including Walmart, Cisco, and some pot stocks. As for economic data, the CPI reading will be widely watched as most expect inflation to remain muted, furthermore, retail sales will be a popular release as strong consumer spending remains vital for the expansion to continue. Additionally, next week is a busy week for Federal Reserve talk, as Chairman Powell is scheduled to testify, and numerous Fed officials are scheduled to speak throughout the week. 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 04 Nov 2019
The third quarter earnings cycle continues to roll along during the week ahead. Meanwhile, the services sector will be examined with the release of the Markit services PMI reading and ISM non-manufacturing index. With the manufacturing sector showing some promise that it may have bottomed, it will be important for the services sector to remain on solid footing to support the economy while the manufacturing sector recovers. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
