Economic & Market Implications of COVID - 19

Hosted by Boston Partners
April 22, 2020
1:00 PM - 1:30 PM ET
Keynote

We would like for you to hear an update from Michael Mullaney, Director of Global Markets Research at Boston Partners. Register Now as he will cover the following points in a brief 25 minute presentation on April 23, 2020 at 1 PM.

Michael is speaking at the Real Estate, Direct Lending & Private Debt Forum, please use the Register Now button below for the event, you can join in at 1 PM EST for his session or attend the entire event.

  • Coronavirus "Curve" Ascending at a Decelerating Rate
  • Large Dispersion of Economic Forecasts
  • Monetary and Fiscal Responses Should Temper Recession
  • Stock Market Already Pricing Significant Recession
  • V Recovery of Stock Market & Economy Unlikely

Event Recording

Economic & Market Implications of COVID-19, Boston Partners, Mike Mullaney, Global Markets Research

00:33:55

Speaker

  • Michael Mullaney

    Title
    Director of Global Market Research
    @
    Company
    Boston Partners
    Role
    Speaker

    Mr. Mullaney is the director of global markets research for Boston Partners. He rejoined the firm from Fiduciary Trust Company where he was chief investment officer with responsibilities that included setting the firms overall investment policy practices and establishing both strategic and tactical asset allocation targets for client portfolios. Prior to that, Mr. Mullaney was the director of fixed income with Boston Partners Asset Management. Prior to joining Boston Partners, Mr. Mullaney was managing director and senior investment strategist at Putnam Investments, specializing in portfolio strategy and key account portfolio management. Before that, he was a senior consultant with Chase Econometrics/ Interactive Data Corporation, focusing on quantitative methodologies in fixed income and equity management. Mr. Mullaney holds a B.S. degree (Cum Laude) in biological sciences from Boston University and an M.B.A. in Finance from Babson College. He has a total of thirty-eight years of investment experience.

About

Boston Partners

Employing 160 individuals including 59 investment professional, Boston Partners specializes in traditional value investing, with an investment process & philosophy that was established more than 25 years ago. The firms process systematically blends fundamental research with quantitative screening to identify undervalued stocks throughout the capitalization spectrum. Boston Partners offers distinctive investment capabilities. The core offerings, both long only and long/short value equities use an investment approach that was developed by the firm’s founders in the 1980s. The key Investment professionals have worked together since the founding of Boston Partners in 1995 and years before at a prior firm, where the investment philosophy was established. Boston Partners began managing long/short portfolios in 1997, a natural extension of the investment process. This process focuses on companies that comprise the tails of the valuation distribution. It is within these less efficient corners of the global equity universe that leads the valuation driven process to find both overvalued short candidates, and undervalued long candidates for client portfolios. For most of the firm’s history the ability to uncover alpha potential, both long and short, while avoiding many pitfalls of growth-driven euphoria, has shown to preserve and grow clients’ capital. The long/short equity offerings currently exceed $5 billion, spanning two domestic equity offerings, International, Global and Emerging Markets. Like the long only strategies, the hedged offerings rely on proven asset selection, driven by a common valuation-based philosophy to drive returns.