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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 22 Jan 2019
Optimism that a trade agreement will be made between the U.S. and China grew during the week. Equities rallied on Thursday on news that the U.S could ease tariffs on Chinese goods. However, the statements were retracted and markets fell from highs during the day. This news was followed up with a Bloomberg report that China is prepared to increase U.S. imports to $1 trillion a year. According to the report, China offered "a six-year buying spree to ramp up imports from the U.S., in a move that would reconfigure the relationship between the world's two largest economies." Markets rallied on the report, resulting in the S&P 500 exiting correction territory. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...
By Ryan Nauman 14 Jan 2019
One of the primary causes of the market sell-off during the latter part of 2018 was the concern over the Federal Reserve raising interest rates too quickly and too high. These concerns have subsided slightly by recent dovish statements from Fed officials. Fed Chairman Powell reiterated that the Fed will remain patient and data dependent regarding the health of the global and domestic economies when determining their future path of policy rates. Fed officials, Resengren, Clarida, and Evans echoed the “wait and see”, and “data dependent” approach during the week. This dovish tone has provided fuel for the recent rally, as expectations are for the Fed to pause their rate hikes during the first quarter of the year. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...
By Ryan Nauman 07 Jan 2019
Concerns over slowing global growth were rekindled, as weak manufacturing numbers from China and Europe added more reasons to be concerned. The Caixin/Markit Manufacturing Purchasing Managers' index showed that China’s manufacturing sector contracted for the first time in 19 months. Despite the recent stimulus from the Chinese government, the economy continues to be sluggish. Investors continue to be concerned that the slowing growth in China and Europe will spread to other parts of the world. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...
By Ryan Nauman 17 Dec 2018
For the first half of the week it looked like equities may finish the week in the green. The optimism came to a halt after Japan, China, and Europe released disappointing economic data, which stoked global growth concerns. Retail sales and industrial production in China missed expectations, while the Eurozone released disappointing flash PMIs. This poor economic data coincides with continued trade concerns, an Italian budget standoff, and continued uncertainty around Brexit, after Prime Minister Theresa May survived a no-confidence vote. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...
By Ryan Nauman 10 Dec 2018
During their meeting, Trump and Xi agreed to a trade truce and put a 90-day cease fire on the trade war. Markets opened higher Monday on the news. White House economic advisor, Larry Kudlow said that trade negations will happen quickly and result in a positive outcome within the 90 days. Questions remain, as conflicting statements from the White House regarding the start date of the 90-day truce added to the uncertainty. With time to digest the news, the Monday’s gains were quickly wiped away as the week moved alon. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...
By Ryan Nauman 04 Dec 2018
All eyes will be on the much anticipated high-stakes meeting between U.S. President Trump and China President Xi Jinping at the G-20 summit this weekend. Optimism is growing for a deal to be hatched, which I find unlikely. There are too many moving parts to conjure up a grand deal over a dinner date. Instead, I look for a constructive meeting that gives Trump enough motivation to delay/remove the upcoming increase in existing 10% tariffs on $200 billion in Chinese goods to 25%, while the two sides negotiate a trade pact. I think both sides are looking for some momentum – President Trump recently lost control of the House of Representatives and is looking for a “win”, while the Chinese economy is struggling and in need of a boost – which will lead to softened tones and a more constructive discussion. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...
By Ryan Nauman 26 Nov 2018
Homebuilder confidence, measured by the National Association of Home Builders’ monthly confidence index, fell eight points to a reading of 60 in November. The 60 reading is the lowest since 2016 and missed forecasts of a flat reading. Effecting confidence was the increasing material costs, tight labor market, rising mortgage rates, and the shrinking supply of lots. Housing starts increased to a seasonally adjusted annual rate of 1.228 million in October, which was a 1.5% increase according to the Commerce Department. The reading was a 2.9% decline from a year earlier. Permits decreased 0.6% from September and was 6% lower than the year prior. Additionally, housing affordability continues to drop due to increasing mortgage rates and home prices. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...
By Ryan Nauman 19 Nov 2018
The Q3 earnings growth is on pace to be the largest growth since 2010. Despite the stellar earnings growth, markets have been volatile with sharp intra-day moves since the beginning of October. Investors have looked past the stellar earnings while focusing more on headline risks and securing profits rather than capitalizing on the solid earnings and falling valuations. There are notable risks at play - slowing global growth, trade concerns, and rising interest rates – which will continue for the time being. These risks have caused investors to take a defensive stance and until the risks subside, namely trade concerns, while we experienced heightened volatility. A resolution to trade will provide a much-needed boost to equities and help ease some global growth concerns. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...
By Ryan Nauman 12 Nov 2018
Oil prices have fallen recently and we get more information regarding oil this week from OPEC and IEA. As the holiday shopping season gets closer, we get retail sales data, which may give us a little glimpse into what to expect moving forward. Investors will get more inflation data, which looks to stay around 2%, despite a tight labor market and increasing input costs. Finally, we are reaching the final leg of the third quarter earnings cycle. We will find out if retail stores capitalized on a strong consumer and what their expectations are for the upcoming holiday season. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...
By Ryan Nauman 05 Nov 2018
Unless you have been living under a rock, you know midterm elections will take place Tuesday. I am very far from a political commentator, but I feel it is definitely worth discussing. There is a lot at stake here, will the GOP be able to retain control over both chambers of Congress, or will Democrats be able to wrestle away control of the House or the Senate or both? Below I take a look at some of the market implications. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...
By Ryan Nauman 29 Oct 2018
Typically, investors follow corporate earnings and look for solid growth. However, that hasn’t been the case during the current earnings season. As of Friday the 26th, 48% of the S&P 500 companies have reported third quarter earnings. Currently, year-over-year earnings growth is on pace to eclipse 20%, which would beat analyst’s expectations of 19% growth. Energy, Financials, Communication Services, Materials, Information Technology, Industrials, and Consumer Discretionary sectors have all posted year-over-year revenue growth north of 15%. Additionally, 77% of the reporting companies have posted a positive EPS surprise, while 59% have posted a positive sales surprise. The positive EPS surprise of 77% is above the five year average of 71%, while in aggregate, earnings have beat expectations by 6.5%, which beats the five year average of 4.6%. At the current pace, the third quarter year-over-year earnings growth will be the third highest since Q3 2010. Solid numbers, right? Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...
By Ryan Nauman 15 Oct 2018
The NFIB Small Business Optimism index decreased by 0.9 of a point in September to a seasonally adjusted level of 107.9. NFIB President, Juanita Duggan said that “this is the longest streak of small business optimism in history, evidence that the tax cuts and regulatory rollbacks are paying off for the economy as a whole.” Juanita continued, “Members say that business is booming and prospects continue to look bright.” Despite the slowdown, the September reading is the third highest on record. The biggest problem for the businesses was finding quality labor. Read more from Ryan Nauman's Weekly Recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...
By Ryan Nauman 08 Oct 2018
Equity markets nearly hit intraday records on Monday, as the U.S. and Canada reached a deal to rework NAFTA. Although the agreement is a big step in the right direction, the new pact isn’t a complete makeover of NAFTA. Instead, it is an updated NAFTA that includes key points on autos, auto workers, dairy, drugs, internet commerce, lumber, and steel. The agreement helped alleviate some trade concerns that have hovered over markets for several months and removed one uncertainty. The news was somewhat of a surprise as there were concerns that the agreement would not happen anytime soon. Despite the uncertainty with China, there has been some momentum on the trade front over the past few months. First Mexico, now Canada, and new negotiations have started between the U.S. and Japan. This momentum helped drive equities to near record highs early in 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, Zephyr Portfolio Analytics, PSN Separately M...
By Ryan Nauman 01 Oct 2018
As widely expected, the Federal Reserve increased key interest rates to a range between 2% and 2.25%. The narrative following the hike was widely followed, since most expected the Fed to increase rates for a third time this year. The Fed pointed to another hike in December, three rate increases next year, and one more in 2020. Fed officials forecast the rate will level off at 3.4% in 2020 and 2021. The Fed also removed the word “accommodative” from their statement, which should provide the Fed more policy flexibility next year, and signals that the Fed may be closer to its neutral rate. Fed Chairman Powell stated that the economy is strong and growing at a healthy pace, while increasing their forecasts for future U.S. economic growth. Equity markets gave back earlier gains following Powell’s press conference. Powell mentioned that he does not foresee inflation spiking, which sent bond yields lower, while bank stocks fell after the statement. Read more from Ryan Nauman's weekly recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Enterprise, Zephyr Portfolio Analytics, PSN Separately M...
By Ryan Nauman 17 Sep 2018
Outside of the Brexit dealings, emerging markets, trade tensions, and the U.S. economic expansion have captured the majority of the headlines recently, while the eurozone continues to chug along. The eurozone continues to grow, albeit, at a slower pace than the U.S. On Thursday, the ECB revised their forecasts for future economic growth downward by 0.1% to 2.0% in 2018, and 1.8% in 2019. The sluggish growth, along with Brexit uncertainty, political risks, and trade concerns continue to pose as headwinds for the region. Concerns remain that the turmoil in neighboring Turkey may spill over into the eurozone as well. Based on these risks, the ECB left rates unchanged, while staying the course with its plan to unwind its bond buying program at the end of this year and start raising key rates during the summer of 2019. Read more from Ryan Nauman's weekly recap and subscribe to have it delivered to your inbox each week!
Topic Industry News
