Global 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.
Markets are flashing cautious optimism: equities have recovered modestly, credit spreads are slightly tighter, and expectations for Fed cuts have been pared back compared to last week.
Learn MoreThe market has been on edge with concerns about tariff application, a potential loss of U.S. AI dominance, and the ability of big tech to keep earnings growth at elevated levels. As a result, the U.S. yield curve has undergone significant flattening.
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