What is Equity Research? What do equity research analysts do? Chief Equity Strategist Q&A
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- čas přidán 28. 06. 2024
- Equity Research, Equity Analysis, and Equity Strategy for beginners! What do equity research analysts do? How to become an Equity Research Analyst? What is quantitative & fundamental analysis of stocks
Gina Martin Adams, CFA, Chief Equity Strategist at the Bloomberg Intelligence, does equity markets research by integrating quantitative analysis of stocks with fundamental analysis of stocks, as well as takes into consideration behavioral, technical and political analysis. Gina is doing global outlook for stocks and creates equity strategies to beat the S&P 500. Gina is explaining what is equity research, equity strategy, factor analysis, equity research report, investment portfolio management, equity market analysis, equity investment strategy, equity trading strategies, and global asset allocation. Gina explains why she is interested in financial markets, stock market analysis, as well as why she decided to become an equity strategist.
If you are considering to work in equity strategy or equity research, hold an equity research analyst job, or if you are interested in doing quantitative and fundamental analysis of equities, global equity investing and asset allocation, this video Q&A is for you. Gina Adams is truly passionate about financial markets and being a Chief Equity Strategist at the Bloomberg Intelligence.
More about Gina Adams: Gina provides a top-down perspective on the equity market and sectors, and frequently presents her views at industry conferences, professional associations, and investment organizations. Gina has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors’ All-America Research survey. She holds the Chartered Financial Analyst and Chartered Market Technician designations, and a B.S. in Business Administration with concentrations in Finance and Marketing from the University of Florida. She is a member of the CFA Institute, the New York Society of Securities Analysts, the Market Technicians Association, the American Association of Professional Technical Analysts and the Financial Women’s Association.
An equity strategies are investment strategies either for an individual portfolio or a vehicle of pooled funds such as Mutual funds or hedge funds. This strategy has a focus exclusively on equity securities for the purpose of investment, whether it is a listed stock, over-the-counter stocks or private equity shares.
Active equity management approaches can be generally divided into two groups: fundamental (also referred to as discretionary) and quantitative (also known as systematic or rules-based). Fundamental approaches stress the use of human judgment in arriving at an investment decision, whereas quantitative approaches stress the use of rules-based, quantitative models to arrive at a decision.
The main differences between fundamental and quantitative approaches include the following characteristics: approach to the decision-making process (subjective versus objective); forecast focus (stock returns versus factor returns); information used (research versus data); focus of the analysis (depth versus breadth); orientation to the data (forward looking versus backward looking); and approach to portfolio risk (emphasis on judgment versus emphasis on optimization techniques).
Quantitative equity investment strategies often use factor-based models. A factor-based strategy aims to identify significant factors that drive stock prices and to construct a portfolio with a positive bias towards such factors.
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✍️ Keywords: equity analysis, chartered financial analyst, equity, stock market analysis, equity strategy, equity strategy research, stock market, investing, stocks, fundamental analysis of stocks, fundamental analysis, quantitative analysis, stock fundamental analysis, technical analysis stocks, finance stock, equity research analyst, equity research, financial analyst, S&P, s&p 500, cfa, finance, technical analysis, equity trading strategies, equity investment strategy, trading, stock market for beginners.
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I love to listen to Gina’s views on the global market... inspiring story... I particularly love the fact that she had to create her desk & team where she’s worked... great job!!!
Absolutely!!
0:28 Why was there a quick zoom right here? Lol I love it! Great info!
Lol .. At first I did not notice .. but seriously no idea why
I love the interview. Her story really resonates with me
I really like how she is the representation of woman in roles of power. The world needs more. However the world is also lacking average people in roles of power. I doubt a working person will ever achieve these types of positions... She came from a family where probably financial issues or social issues were her last problems in mind. She started off in a management role right off school?... most people start from the very bottom. Really hard to take in this interview and apply it to my own life. Though is fun to see rich people talk about their lives.
Good job! I enjoyed this interview.
Glad to hear it!
When she talks about components that will outperform the market benchmark index, is she talking about smart beta?
I'm currently in a 6 month equity research internship at a small boutique, it's been 4 days. wondered how exactly should I structure my day to genereate maximum efficiency, because at the moment I spend the day 8- 5, reading a whole bunch of different articles and stuff I find alone, I have been given no set structure or layout for what duties I'm supposed to do, I kind of just have to read and ask questions when I feel like it, and I'm just getting really overwhelmed because I don't know how to filter our what's important and because I have no set structure or duties and basically have to create my own, I just don't know what I'm even doing, I spend hours googling questions i have and googling macro and mieconomics and fundamental analysis everyday but there's no program for the internship, what do I do, I'm just really frustrated and I just feel like I'm using so much time and energy and getting minimum efficiency and effectiveness, I spend rhe whole day on my laptop to look and appear busy but truthfully I feel like I'm making no progress and I spend most of the time digesting unnecessary information because i dont knwo what's importatnt and not, please help 😔
I’m sure you will eventually create your own structure. I am interested in equity research (although I have not had any luck landing internships) but reading through published equity research reports can help you find some structure.
how is it going on now @palesa
Dear Mphatsoe. How is it going now? I am currently in a similar shoe. No structure, Just have to ask question when you feel like. No one to put you through. reading a bunch of stuffs that you do not know which one to filter out and not to digest.....I came accross this video to be able to find answers also...Have you being able to find your feet? How is the experience after...I really need an update from you. Thank you
so an Equity Stragegist is basically a Macro Investor?
Will euity research analyst positions be automated
yes
Computers don’t have emotions , they do not factor in behavioral and emotional analysis
strictly speaking, anything can be automated lol
What’s your EX post alpha, SR and IR?😂
learn more by reading more. Wall Street Atlas is a great source.
Does she breathe LoL
only when she thinks about policy