TPW Investment Management

Insights - All

Insights

TPWIM & Signum Conference call "EU Elections & latest Brexit developments: Implications for European cross-asset investing"

Speakers

  • Anna Rosenberg, Head of Europe and UK, Signum Global Advisors

  • Jay Pelosky, Co-Founder & CIO, TPW investment Management 

 
Topics discussed:
•            Real versus perceived risks of populists in the next European Parliament
•            PM Theresa May's attempt TODAY to get her deal done via a Second Referendum 
•            Implications for European Cross Asset investing with Political Risk Ebbing and Growth Bottoming
•            Populists’ ability to disrupt decision-making and European integration
•            Impact of European Parliament elections on the UK and Brexit
•            Europe’s Place in a Lower for Longer Global Growth World?

We hope you enjoy the Replay

Bios
 
Anna Rosenberg is Partner, Head of Europe and UK and member of Signum’s Global Management Committee. Over the past ten years, Anna has advised executives of multinational companies in managing their global market portfolios. She helps senior executives better plan for and respond to forces outside of their control, such as political and economic risk, to ensure their businesses can navigate through difficult times and continue to perform. Before joining Signum, Anna worked as Director of Global Management Insights at Frontier Strategy Group and also headed the firms' Sub-Saharan Africa research practice.

Previously, Anna worked as Head of Research for IC Publications, where she was in charge of putting together major investment conferences with a focus on emerging markets. Her work on business strategy has been featured in Harvard Business Review, the Wall Street Journal, the BBC and CNBC, among others. Anna is also a Visiting Scholar at the London Institute of Banking and Finance and a BBC Expert Woman. Anna holds an MA with Distinction from the SOAS, University of London. She speaks fluently German, Spanish, and Portuguese, reads French and Italian and basic Arabic.
 
Jay Pelosky is the Chief Investment Officer and Co-Founder along with James Gardiner of TPW Investment Management, a New York City based investment solutions firm focused on offering a suite of competitively priced, ETF-based, Global risk-based portfolios. Jay is responsible for management of all TPWIM’s global asset allocation & portfolio strategy, leads the research activities of the investment team, and produces frequent written market and research commentaries. In addition he is a frequent speaker at industry conference and a reoccurring guest on television (Bloomberg, RealVision, etc).

He has over 30 years of buy and sell side investment experience in close to 50 countries around the globe. For the past 15 years he has invested his personal capital in an ETF based, global multi asset investment process. In 2011 he launched Pelosky Global Strategies (PGS), an investment advisory boutique advising Institutions, Hedge Funds and RIAs on portfolio strategy and asset allocation. Prior to PGS he was a Morgan Stanley Strategist & MD. At Morgan Stanley Asset Management, he launched single country and regional funds and served as PM. As a Morgan Stanley sell side strategist, he created the Firm’s Global Asset Allocation, Global Equity & Global Emerging Markets Strategy products and was a top ranked II Strategist in multiple categories.

Past performance is no guarantee of future results. The material contained herein as well as any attachments is not an offer or solicitation for the purchase or sale of any financial instrument. It is presented only to provide information on investment strategies, opportunities and, on occasion, summary reviews on various portfolio performances. Returns can vary dramatically in separately managed accounts as such factors as point of entry, style range and varying execution costs at different broker/dealers can play a role. The material contains the current opinions of the author, which are subject to change without notice. Statements concerning financial market trends are based on current market conditions, which will fluctuate. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities. Forecasts are inherently limited and should not be relied upon as an indicator of future results. There is no guarantee that these investment strategies will work under all market conditions, and each advisor should evaluate their ability to invest client funds for the long-term, especially during periods of downturn in the market.


There can be no assurance that the purchase of the securities in this portfolio will be profitable, either individually or in the aggregate, or that such purchases will be more profitable than alternative investments. Investment in any TPWIM Portfolios, or any other investment or investment strategy involves risk, including the loss of principal; and there is no guarantee that investment in TPWIM’s Portfolios, or any other investment strategy will be profitable for a client’s or prospective client’s portfolio. Investments in TPWIM’s Portfolios, or any other investment or investment strategy, are not deposits of a bank, savings and loan or credit union; are not issued by, guaranteed by, or obligations of a bank, savings and loan, or credit union; and are not insured or guaranteed by the FDIC, SIPC, NCUSIF or any other agency.



The investment descriptions and other information contained in this are based on data calculated by TPW Investment Management, LLC (TPWIM) and other sources including Bloomberg. This summary does not constitute an offer to sell or a solicitation of an offer to buy any securities and may not be relied upon in connection with any offer or sale of securities. This report should be read in conjunction with TPWIM’s Form ADV Part 2A and Client Service Agreement, all of which should be requested and carefully reviewed prior to investing.



James Gardiner