Todd Speed
Todd Speed, CFA

Vice President, Portfolio Specialist
20 years of industry experience

As a senior member of the firm’s portfolio specialist team, Todd focuses on our global, international and emerging market equity strategies. Todd is responsible for communicating our investment process and strategy, macroeconomic perspectives, strategy performance, positioning, and risk attribution to clients, consultants, and other stakeholders and investors in the firm’s strategies. In addition, Todd supports the co-portfolio managers and co-chief investment officers with the analysis of portfolio activity, positioning, and risk attribution. Todd joined the firm in 2010 and has 20 years of industry experience, including roles at Bainco International Investors, CFRA LLC and Deutsche Bank. Todd received a B.A. in Economics and Political Science from Duke University and an M.B.A. from the Fuqua School of Business. Todd holds the Series 7 and 63 registrations.

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Green Shoots in China

Global Perspectives by Nick Niziolek, CFA and Todd Speed, CFA

Key indicators, including strength across consumer and industrial activity, have affirmed our positive bias toward China. The resumption of trade negotiations with the U.S. in the coming days will provide another key signpost.

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Heading into 2018, International Assets Are Positioned for Outperformance

Global Equity Team Perspectives by Nick Niziolek and Todd Speed

Global growth conditions, dollar weakness and relative valuations are among the factors that support our constructive view for international risk assets.

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After the Punch Bowl, Can There Still Be Life in the Party?

Global Equity Team Perspectives by Nick Niziolek, Kyle Ruge and Todd Speed

As U.S. monetary policy normalizes and the ECB edges toward tapering, some investors are concerned about the implications for emerging markets. Our team explains why emerging markets are better positioned now versus years past to withstand the impact of higher interest rates in developed markets.

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Why Rising Interest Rates Aren’t Necessarily a Harbinger of Trouble for EMs

Nick Niziolek and Todd Speed

Fiscal and economic reforms by many emerging markets support our view that many EMs may be less vulnerable to an eventual rise in U.S. short-term interest rates.

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