2026 Outlook: Hedged Equity
It’s no secret that 2024 was a banner year for U.S. equities. As we look ahead to 2025, the key question is: Will this positive sentiment continue amid an uncertain global economic landscape?
Learn MoreGlobal Macro Strategist
Client Portfolio Manager
Easterly EAB
Arnim is the Global Macro Strategist and Client Portfolio Manager at Easterly EAB.
Prior to joining Easterly EAB, Arnim held multiple leadership roles, such as Chief Investment Officer, Strategist, Portfolio Manager, and Client Service and Marketing executive, for several firms. He previously founded a tail risk consulting firm, ASH Strategy, LLC, where he developed a novel, multi-asset hedging approach for institutional, high-net-worth, and family office investors.
Prior to ASH Strategy, he served as a Senior Strategist on multi-asset funds and strategies at Deutsche Asset Management and Scudder. While there, he managed approximately $3 billion of assets in domestic and offshore multi-asset funds. He also founded and managed a multi asset offshore hedge fund at Israel Discount Bank of New York.
Arnim received a B.S. in Economics from Princeton University and his MBA in Finance from Fordham University. He holds his FINRA Series 65 license.
It’s no secret that 2024 was a banner year for U.S. equities. As we look ahead to 2025, the key question is: Will this positive sentiment continue amid an uncertain global economic landscape?
Learn MoreWhile recent market jitters are prompting bull-market obituaries, we view this as a completely reasonable correction amid robust fundamentals.
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