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Talley Léger

Equity Strategist

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Tenure

  • 17 YRS

    Industry

  • 1 YR

    Oppenheimer

  • B.A. from Boston University
  • M.S. from Boston University

Talley is responsible for formulating and communicating the Firm’s views on the macro and investment landscapes, with a focus on equities. Prior to joining the Firm in 2016, he was the Founder of Macro Vision Research, and held Strategist roles at Barclays Capital, ISI, Merrill Lynch, RBC Capital Markets and Brown Brothers Harriman. His areas of expertise include Macro Research, Cross-Market Strategy and Equity Strategy.

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  • B.A. from Boston University
  • M.S. from Boston University

Insights

Markets & Economy

Euro Strength Is Good for U.S. Investors in European Stocks

Equity Strategist

A strengthening euro has coincided with outperforming European stocks over the years.

Markets & Economy

Why the U.S. Large Cap Stock Rally May Continue

Equity Strategist

Several factors support continued outperformance of large cap versus small cap stocks.

Markets & Economy

As the World Turns - From P/E Expansion to EPS Recovery

Equity Strategist

U.S. equity returns are usually sub-par when earnings rise and the P/E ratio contracts.

Markets & Economy

9 Reasons to Consider European Stocks

Equity Strategist

European stocks should continue to outperform U.S. stocks.

Markets & Economy

10 Things to Know About Emerging Market Stocks

Equity Strategist

We believe there are 10 factors warranting the rotation toward emerging market equities.

Markets & Economy

4 Key Ingredients for Successful Style Investing

Equity Strategist

We identify and explore the main drivers of the value/growth cycle in equity investing.

Markets & Economy

Earnings Should Support This Aging Bull Market

Equity Strategist

Leading indicators of business activity point to a continued earnings recovery.

Equities

Value Investing Isn't Going Out of 'Style'

Equity Strategist

Higher expectations for earnings growth support the rotation to value investing.

Markets & Economy

Prepare for Organic, Economy-Driven Sales Growth

Equity Strategist

A nascent business sales recovery reinforces our positive view on U.S. equities.

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