Feb 24, 2022
Join us for an interesting take on how and where bonds fit into an investment allocation for 2022, thanks to our guest, Emma Muhleman, Senior Equity Analyst & Global Macro Strategist at Ascent Investment Management. She covers the typical questions around expected Fed rate hikes and inflation but also raises questions that aren’t being asked.
Emma is currently a Sr. Equity Analyst & Global Macro Strategist at Ascend Investment Management, responsible for fundamental and quantitative research looking for obscure or overlooked investment opportunities globally. Prior to her role at Ascend, Emma was an independent consultant to several former clients in the private equity and venture capital space, held Research Analyst positions at Allianz Global and Pacific View Asset Management, and began her career at Deloitte, focusing on valuation services for venture capital and private equity. Emma has extensive experience in long/short equity stock selection and more sophisticated hedge fund strategies, with a deep understanding of global macroeconomics and geopolitics. She earned her undergraduate degree and Master of Science at Notre Dame and will complete her master’s in data science at NYU this year. Emma is a CFA and CPA.
Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.