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2014年全美研究团队:经济学,1:Ed Hyman

    <2014年全美研究团队 ED Hymanisi GroupFirst-Place外观:35

    总出现:39

    分析师首次亮相:1976年

    自1980年以来,通过衰退,繁荣和最严重的金融危机自1980年以来,自萧条以来艾德曼仍然是投资者的首选美国经济学家。ISI集团联合创始人和主席赢得了更多的首先饰面,而不是任何其他研究人员,他的35号直线1次出场不会很快被平等:11个其他目前排名第一的大厅中最长的活跃条纹Famers is 14 years, for Hyman’s colleague David Raso in Machinery. One market participant credits Hyman’s longevity as a fan favorite to his “unquenchable thirst to connect with people. Economics can be dull,” this admirer observes, “so instead of writing for economists, Ed writes for investors, portfolio managers and analysts. He knows what matters to them [and has] hit the niche — he brings economics home to Wall Street.” At present, Hyman is generally upbeat. “I’m sure the global economy overall is okay and will continue to expand,” he says. In particular, earnings will sustain their growth because monetary policies globally are “incredibly stimulative overall,” notes the 69-year-old analyst. “It’s unprecedented. Bond yields are low, inflation is amazingly restrained — I don’t understand why. Corn and gasoline prices are restrained, and wage gains are not accelerating, which means the economy will not take off but keep growing.” Finally, Hyman expects prices for such assets as real estate to rise, but he cautions that the odds of a market correction occurring remain high, though it might not happen for a while. Quoting legendary investor John Templeton, he reminds clients that “bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria.” At this time, results of a recent survey of hedge fund managers’ sentiments suggest that “certainly we’re not at euphoria,” he advises. “I think we’re positioned somewhere between skeptical and optimistic.” After maintaining his independence for some 23 years, Hyman agreed in August to sell his firm to New York–based investment banking boutique Evercore Partners. The deal, which values ISI at more than $400 million, is expected to close in the fourth quarter, whereupon he will become chairman of the combined equities business and a member of the executive committee overseeing that operation, in addition to continuing to work as a publishing economist. “I’m totally dedicated to continuing my regular role at the Evercore ISI platform working for clients,” Hyman declares. “I’m doing this forever.”


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