Lawrence Brainard
Larry has more than 35 years’ experience as an international economist and investment strategist working for major global financial institutions. Larry was a co-founder of Trusted Sources in 2007. He looks at cross-EM and macro strategy themes, identifying major global trends that originate in and/or impact on emerging economies. He was co-head of Emerging Debt Markets at Goldman Sachs before becoming global head of Emerging Market Research at Chase Manhattan Bank. During the 1980s he was the head of economic committees responsible for advising creditor banks on restructuring the sovereign debt of Mexico, Brazil, Poland, Yugoslavia and Nigeria. Throughout his career Larry has focused on emerging markets, especially Brazil, China and Russia. He received a PhD in economics from the University of Chicago.
Recent Posts
China outperformance to continue
08 Oct 2020 - Lawrence BrainardEquites are volatile globally but China is a big outperformer. Looking at rising equity volatilities, we conclude that markets are not ignoring downside risks; the point is that right now, the upside potential and.
#Equities #China #Emerging Markets #MSCIAmid US election chaos and second wave fears, it’s time for caution
06 Oct 2020 - Lawrence BrainardMost EM equity markets are trading well below their January highs, which suggests recovery potential, but we believe that now is not the time to increase exposures. Our reasons do not reflect a strong conviction that EM.
#Emerging Markets