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

4 Key Ingredients for Successful Style Investing

Talley Léger

Equity Strategist

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

Equities

Value Investing Isn't Going Out of 'Style'

Talley Léger

Equity Strategist

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

Markets & Economy

2017 Outlook – How to Invest this Year

Krishna Memani

Chief Investment Officer, Portfolio Manager

Our interactive investment outlook highlights areas of opportunity and concern for 2017.

Equities

Prepare for Organic, Economy-Driven Sales Growth

Talley Léger

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

Talley Léger

Equity Strategist

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

Markets & Economy

Stock Sell-Off Is Just a Bump in the Road

Krishna Memani

Chief Investment Officer, Portfolio Manager

Talley Léger

Equity Strategist

The recent bout of volatility is no more than a bump in a historically long market cycle.

Markets & Economy

Stay Long, and Buy the Dips

Talley Léger

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

Talley Léger

Equity Strategist

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

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