14 October 2013
Thought Leader of the Week: Ed Campbell
Despite political risks, strong fourth quarter expected for global markets Global stocks had another strong quarter, despite ending September on a weak note. Looking beyond the uncertainty surrounding U.S. politics and the debt ceiling, equity markets are expected to end 2013 on a positive note, according to Ed Campbell, a portfolio manager for Quantitative Management Associates, which manages about $100 billion in assets.

Pent up demand for consumer durables and strong capital spending is expected to drive U.S. growth, while international growth will also pick up in light of the economic recovery in the Euro zone and U.K., Campbell notes. "Our investment strategy of overweighting risky assets, including global stocks and high yield bonds, and underweighting government bonds has paid off so far in 2013," he says. "We have trimmed back a bit as political risks have escalated, but we are generally sticking with this strategy as we head into the year's final quarter."

Interested in more information? Watch Ed's recent outlook  or read Quantitative Management Associates' latest . Want to speak with Ed? Contact John Chartier.

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