Tactical Idea Generation
On this month’s episode, we’re joined by Matt Clements, managing director of MarketDesk Research (MDR), an investment research service for wealth managers and institutional investors. Matt co-founded MDR with his brother, Jon Clements, who previously worked at Goldman Sachs on the investment research team. We’ll hear about their evidenced-based research process and market outlook given uncertainty regarding Fed policy and inflation.
Dantes Outlook Market Podcast · matt clements, damanick dantes
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Show Notes
Visit MarketDesk Research to find out more about their service.
Connect with the MDR Team:
- Matt discussed his roots in St.Louis, MO and what drew him to accounting.
- We unwrapped MDR's evidenced-based research process and how to filter out market noise.
- Matt walked us through how MDR uses tactical signals to construct model portfolios.
- Lastly, we discussed MDR's favorable outlook on Chinese equities relative to the EM basket and other ideas.
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The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.
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