One of the most important skills for an institutional investor is the ability to differentiate between a secular and a cyclical trend. In the past decade, it’s often been hard to tell the difference between those two types of trends whether in the stock market or the market for active management. Here, we will take a look at how the current position in both secular and cyclical trends have set the stage for a promising period for active managers and outline some of the strategies and tools they should consider.
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About the Author
Prior to founding Canalyst, James had 10 years’ experience in equity research and portfolio management. He started his career in equity research with Fidelity Canada’s investment team, covering sectors including Utilities, Forestry, Technology, and Energy from 2006 to 2010. After Fidelity, he took a role as Portfolio Manager at a Boston-based $1B long/short fund, rounding out his experience across most other sectors in the process.
James holds a Bachelor of Commerce from the University of British Columbia and is a recipient of a Leslie Wong Fellowship from UBC’s Portfolio Management Foundation, and is a CFA Charterholder.