PENTalk™ – “Borrowed Time” The Financial Markets and the Economy: What to Look for in 2018
By Scott Stone
“What’s ahead for the US Financial Markets and the Economy for 2018: the changing landscape and the potential bear markets in US equities and bonds.
First a brief Report card: Predictions for 2017
The changing investment landscape:
The explosive growth of ETFs, Bitcoin, and the Amazon effect
The emergence of the “emerging markets”
International demand for US financial assets & commodities 2018: What stock and bond valuations are telling us now?
The risk of a US equity selloff? Concerns and opportunities
The risk of a bond selloff? Concerns & opportunities The ramifications of Trump’s policies”
Scott Stone serves as the Chief Investment Officer at Pentegra, where he and his team are responsible for the management and oversight of the investment processes governing approximately $15 billion in assets, comprised of both public and private holdings of fixed income, equity, real estate, hedge fund and other alternative investments. As Chief Investment Officer, he is responsible for developing short-term and long-term investment policies and managing and monitoring investment activity for the organization’s varied investment platforms.
Scott has spent much of his career working in insurance investment management investing under Asset-Liability Management (ALM) programs, and more than 25 years investing pension assets—understanding, managing and monitoring portfolios and devising strategies for growth that mitigate risk. With nearly 30 years of experience in the investment industry, he also managed investments for a charitable foundation, a bank and a re-insurance company.
Scott is a Chartered Financial Analyst and a Fellow of the Life Management Institute. He received his B.S. in Business Administration with Distinction and M.B.A. from the University of Kansas.