A Mid-Year Look at our 2015 Themes
Chief Investment Officer,
Transamerica Asset Management
Be prepared for the market in the second half of 2015 with insight from Transamerica Chief Investment Officer Tom Wald, CFA®. In his mid-year outlook, Wald discusses the positive and negative events that affected the six investment themes he outlined at the beginning of 2015. He also explains why there is reason to be optimistic about the remainder of the year. Let us provide the market insight you need to be confident about the investment decisions you make. Read Tom's perspective on:
- Stock picking among US Equities
- Risk of rising rates
- Opportunities in credit
- Tailwinds in international equities
- Oil price impacts
- Inflation: low risk, but not to be ignored
About the author
Tom Wald, CFA®Chief Investment Officer, Transamerica Asset Management
Tom is responsible for overseeing the investment and mutual fund product development functions and sub-adviser selection process and has more than 25 years of investment experience and has managed large mutual funds and sub-advised separate account portfolios. Tom holds a Bachelor's degree in political science from Tulane University and an MBA in finance from the Wharton School at the University of Pennsylvania.
Investments are subject to market risk, including the loss of principal. Asset classes or investment strategies described may not be suitable for all investors.
The information included in this document should not be construed as investment advice or a recommendation for the purchase or sale of any security. This material contains general information only on investment matters; it should not be considered as a comprehensive statement on any matter and should not be relied upon as such.
The information does not take into account any investor's investment objectives, particular needs or financial situation.
The value of any investment may fluctuate. This information has been developed by Transamerica Asset Management, Inc. and may incorporate third-party data, text, images, and other content to be deemed reliable.
© 2015 Transamerica Asset Management, Inc.