LEADERSHIP
Formally formed in 2021, the team brings together extensive experience and a curious, direct, quantitative, and above all, collaborative approach.
Steven Friedman
Senior Macroeconomist, Head of the Macro and Quantitative Solutions Team, Portfolio Manager
Michael Ning, CFA
Director of Research
Surakij Saengtawesin
Developer
Overview
Country research is core to our investment thinking. Identifying how a country is improving or deteriorating and if markets are too slow to price in changes drives our positioning across sovereign debt and corporate securities.
“Research is a process of exploration to gain understanding. It's not enough to know 'what'; we want to know 'why'.”—Michael DePalma, Team Co-Head