Economics & Strategy – Quantitative Analysis: Second
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Economics & Strategy – Quantitative Analysis: Second

Anthony Morris shepherds his Nomura International team of 15 to a second straight appearance at No. 2.

Anthony Morris

& team

Nomura International

Anthony Morris shepherds his Nomura International team of 15 to a second straight appearance at No. 2. The crew — whose members work out of Hong Kong, London, Singapore and Tokyo — “produces some of the most innovative and differentiated research among its peers, helping clients like me to approach matters from a new perspective,” marvels one Frankfurt-based portfolio manager. Morris compares his group’s methods to those of Nate Silver, the statistician and New York Times blogger who accurately predicted the outcome of last year’s U.S. presidential election (among numerous other accurate forecasts). “There’s finally a maturity taking place in political analysis where people are moving beyond sound bites and rhetorical posturing to looking at data,” he explains. “We are trying to avoid blowhard statements of one sort or another. It’s not that helpful to say the market did X because of Y, even though many people like a good narrative after the fact. Instead, we want to focus on the data points that indicate what is actually going on in the world today, what the markets will eventually realize.” He and his associates analyze hundreds of points, he adds, including U.S. housing starts, sales growth in Japanese retail outlets and free cash flows at European corporates.— Carolyn Koo


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