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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 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
Zephyr Portfolio Analytics
By Ryan Nauman 19 Jul 2019
A primary concern for investors nearing retirement is if they will outlive their savings. Not only do they have to plan for the ever-changing investment environment, but people are living longer today than ever before, with current life expectancies reaching 79 years, according to the World Bank. Living longer is great news to most, however, it poses a risk – outliving your money...
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
PSN Enterprise - Separate Account Analytics Software, Zephyr...
By Ryan Nauman 03 Jun 2019
The Federal Reserve’s (Fed) policy conference kicks off on Tuesday and will be widely watched. Markets do not like surprises and the Fed has been doing a decent job of being transparent lately and that will have to continue. They may feel pressured to start signaling a possible rate cut if they see downside risks mounting due to trade uncertainty, slowing global growth, and weak inflation. The trade uncertainty is the real wildcard here, particularly with the surprise threat on Mexican imports. Additionally, with benchmark rates already at a low range, it will be important for the Fed to act quickly if they sense downside risks are increasing, since they do not have much room to lower 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, Zephyr...
By Ryan Nauman 28 May 2019
With the shortened trading week due to the Memorial Day holiday, the highlights this week will be home prices, Q1 GDP revision and inflation. The pace of inflation growth, or lack thereof, has captured a lot of the headlines recently, as some wonder why it remains muted considering the strong labor market and increasing tariffs. Additionally, it is one of the reasons the Fed keeps rates unchanged, while markets think the Fed should cut rates because inflation remains muted. Look for inflation to remain a major talking point 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 20 May 2019
With the first quarter earnings season coming to a close, economic data will be a focal point. This week provides more data on the manufacturing, retail, and housing sectors. Federal Reserve officials will also grab numerous headlines this week with individual speeches, while the FOMC meeting minutes will be released on Wednesday. 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 May 2019
The upcoming week is heavy on economic data releases including soft data like the NFIB small-business index, consumer sentiment index, and the leading economic indicators index. Additionally, the popular retail sales report for April will be released, which will provide us with some insight into the mindset of the consumer. Finally, we get more data on a manufacturing sector that has been weighed down by higher input costs and difficulties hiring skilled workers. Also, many eyes will be following twitter for any updates on the trade front coming from the White House, as the stakes continue to increase. 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 06 May 2019
The upcoming week is a little light on economic data releases, however, the week is heavy on Federal Reserve speeches with Chairman Powell speaking on Thursday, which will capture the eyes and ears of investors after last week’s FOMC meeting. Earning announcements continue this week as we enter the final quarter of the cycle. 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 Apr 2019
Over the course of the past few months we have dissected the performance and risk and discussed the benefits and potential pitfalls of ESG investing. In our final ESG piece, we look at the growing popularity of ESG investing and look at some of the top performing ESG managers in this space. Read more...
Topic Industry News
