Economics & Strategy – Quantitative Research: Second
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Economics & Strategy – Quantitative Research: Second

“In-depth equity quant research, tailor-made client solutions and professional market experience,” according to one buy-side backer, help Marco Dion’s J.P. Morgan Cazenove trio secure second place for a second consecutive year.

Marco Dion & team

J.P. Morgan Cazenove

“In-depth equity quant research, tailor-made client solutions and professional market experience,” according to one buy-side backer, help Marco Dion’s J.P. Morgan Cazenove trio secure second place for a second consecutive year. “Right now most investors are focused almost exclusively on macroeconomic themes and market timing,” observes Dion, who is based in London. However, most of the macro issues have already been priced in by the market, he adds, so surprises on the down side are very difficult to find — resulting in a market that will more than likely become very driven by stock picking again. Even so, Dion emphasizes, “a lot of investors are not prepared for the move back,” so part of the team’s job this year will be assisting portfolio managers with the transition. — Carolyn Koo

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