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Talley Léger

Equity Strategist

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Tenure

  • 16 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

Equities

9 Reasons to Consider European Stocks

Equity Strategist

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

Equities

10 Things to Know About Emerging Market Stocks

Equity Strategist

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

Equities

4 Key Ingredients for Successful Style Investing

Equity Strategist

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

Equities

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.

Equities

Prepare for Organic, Economy-Driven Sales Growth

Equity Strategist

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

Markets & Economy

The Fed Can't Escape Planetary Economic Gravity

Equity Strategist

The U.S. labor market isn't strong enough to withstand further monetary policy tightening.

Markets & Economy

Stay Long, and Buy the Dips

Equity Strategist

Historical equity performance in expansions suggests more upside to come for U.S. stocks.

Markets & Economy

The Cycle Continues, Helped by Monetary Policy

Equity Strategist

Supportive economic and policy factors could make this the longest business cycle on record.

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