What's Next For Markets

When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working together for over 15 years. They pride themselves on their knowledge of financial market history while offering value added research and time-saving resources to their clients. The team utilizes the H.O.P.E. framework (Housing, Orders, Profits & Employment), a proven business cycle analysis to guide listeners through investment decisions and manage risk/reward in global equity markets. When they aren’t advising the best and brightest on Wall Street, they share bad taste in movies and good taste in cuisine. For more information on the podcast and the team visit whatsnextformarkets.com

Contributors

Host

Dan Nivasch

Dan Nivasch is an assistant vice president on the Portfolio Strategy team at Piper Sandler. He specializes in identifying dynamic macro trends and developing strategies to effectively leverage these insights for asset allocation, quantitative screening, sector positioning, and portfolio construction. Since joining the team in 2019 as an intern at Cornerstone Macro, Dan has consistently contributed his expertise and passion for market analysis. A well-rounded contributor, he assists clients on an individual basis, tailoring solutions to meet their unique needs while also driving forward innovative research initiatives. His work helped the Strategy team earn the distinction of being Wall Street’s top Portfolio Strategy team in the 2024 Extel / Institutional Investor All-Americas Research poll. Dan holds a bachelor's degree from Tufts University where he studied Economics and Finance.

Host

Emily Needell

Emily Needell serves as the Deputy Chief Investment Strategist at Piper Sandler. Under her tenure, the Strategy team has earned the distinction of being Wall Street’s top Portfolio Strategy team in the 2024 Extel / Institutional Investor All-Americas Research poll. With over 20 years of experience on Wall Street, Emily is an expert at forecasting macro trends and effectively linking these insights to portfolio positioning and stock selection. Her collaborative approach with clients ensures that their unique needs are met, utilizing the team's resources to enhance investment strategies.

Host

Joe Ramirez

Joe serves as the Senior Quantitative Research Data Scientist on the Portfolio Strategy team at Piper Sandler, the #1 ranked Portfolio Strategy team in the 2024 Extel / Institutional Investor All-Americas Research poll. He is the primary architect behind the Portfolio Strategy Portal, where he spends much of his time developing new ways to model economic and quantitative data and building out interactive tools and dashboards for clients. He has worked with the team for over 10 years across their time at ISI, Wolfe Research, Cornerstone Macro and Piper Sandler.

Host

Michael Kantrowitz

Michael Kantrowitz serves as the Chief Investment Strategist and Head of Portfolio Strategy at Piper Sandler, where he expertly identifies evolving macro trends to provide forward-thinking investment strategies across global asset allocation, sector positioning, stock selection, and portfolio construction. Recognized as Wall Street’s #1 Portfolio Strategist in the 2024 Extel / Institutional Investor All-Americas Research poll, Michael has maintained top-tier strategist rankings since 2020.

Host

Stephen Gregory

Stephen leads the quantitative research efforts at Piper Sandler. His innovative quantitative tools and concepts are an instrumental part of the work done by the Portfolio Strategy team, which was recognized as Wall Street’s #1 team in Portfolio Strategy in the 2024 Extel / Institutional Investor All-Americas Research poll. Additionally, Stephen earned a top 5 rank in the Quantitative Research category in 2024.