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Adjusted for Risk: Incorporating Macro Drivers in Investment Decisions with Katherine KrantzAdjusted for Risk: Incorporating Macro Drivers in Investment Decisions with Katherine Krantz

Katherine Krantz, the CEO at Center for the Macro Specialist Designation, explains why financial advisors should use macro data and events when building investment portfolios.

Ryan Nauman, Market Strategist

October 3, 2023

Trahan Macro Research and the Center for the Macro Specialist Designation's CEO Katherine Krantz discusses why you should not ignore macro drivers and events when building investment portfolios.

During this very informative conversation Katherine discusses why financial advisors should use macro data and events when building investment portfolios, the difference between macro, technical and fundamental analysis and the exciting new Macro Specialist Designation. Katherine also provides her outlook for the U.S. economy and how to position investment portfolios for that outcome.

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About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

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