Robert Robis Email & Phone Number

New York

• Head of global fixed income strategy for BCA Research - the top-ranked independent investment research provider with a global client base of institutional investors, hedge funds, sovereign wealth funds, family offices.
• Conducted unique research and authored weekly reports and periodic special reports discussing the global macro backdrop and outlook for developed market government bonds/rates, US & European corporate credit, and.
• Research framework synthesized analysis of the global business cycle, monetary policy, liquidity trends, thematic macro regime shifts, fundamental valuation and technical market analysis.
• Managed a model global bond portfolio combining sovereign and credit-sensitive assets.
• Engaged directly with BCA clients worldwide on a regular basis. Frequent speaker at global investment conferences, and in media interviews (WSJ, Bloomberg, Financial Times, Reuters, CNBC).
• Previously managed the BCA U.S. Bond Strategy service, producing research specifically covering U.S. fixed income markets (Treasuries, TIPS, Investment Grade & High-Yield corporates, ABS, MBS, Municipals).

Atlanta, Georgia

• Directed macro investment strategy across global rates, currencies & global multi-sector credit for ING (now Voya) Investment Management’s fixed income business ($140bn in AUM in institutional accounts, retail mutual.
• Co-portfolio manager on ING Global Bond Fund, a multi-sector Global Macro fixed income strategy with $1.6 billion in assets. Utilized both cash bonds and derivatives (interest rate & bond futures, swaps & swaptions.
• Partnered with Risk team to ensure that fund exposures (duration, curve, country, currency, credit) were aligned with expected macro outcomes. This included performing scenario analysis and stress testing on various.
• Advised Quantitative Research Team in the creation and backtesting of macro-informed trading strategies and risk overlays for active management of global rates & currency exposures.
• Managed a Macro Strategy team consisting of a Global Rates portfolio manager, a Developed Markets economist and an Emerging Markets strategist, while also mentoring younger staff throughout the fixed income team.
• Created high-level educational & branding materials for the Marketing team (i.e. talking points for wholesalers, performance summaries & attribution for client meetings, content & thought leadership for monthly.

New York, NY

• Co-portfolio manager of the OppenheimerFunds International Bond Fund, one of the largest retail non-U.S. bond funds in the U.S. with $12 billion in assets across both Emerging and Developed Markets (rated 4 stars by.
• Directly managed the Developed Markets fixed income & currency assets: $6 billion across several portfolios, primarily cash sovereign bonds & derivatives (futures, swaps, swaptions, currency forwards & options)..
• Utilized a Global Macro investment approach, incorporating fundamental valuation modeling combined with business cycle analysis, monetary policy/liquidity analysis, thematic macro regime analysis and technical analysis.
• Directed the asset allocation process for the OppenheimerFunds International Bond Fund, involving return forecasting, scenario analysis, risk measurement, and portfolio optimization across the fund’s major risk.
• Developed and maintained internal risk management, performance measurement and performance attributions systems for the Developed Market fixed income assets.
• Managed a dedicated Developed Markets investment team of an analyst and two traders.

New York, NY

• Proprietary risk taker responsible for researching and implementing trading strategies involving Developed Market debt and currency markets, utilizing capital and risk parameters provided by J.P. Morgan Chase.
• Conducted trade execution and performance monitoring in a dedicated trading book.
• Provided regular analysis of the global economy and financial markets for use in Emerging Markets trading strategies.

New York, NY

• Developed Markets interest rate and currency analyst for OppenheimerFunds’ international fixed income portfolios.
• Constructed medium-term valuation models for interest rates, bond yields/curves and currencies.
• Advised portfolio managers on broad asset allocations decisions (sovereign versus credit, Developed Markets versus Emerging Markets), directional fixed income market calls (duration, curve, spreads) and currency.

Montreal, Quebec, Canada

• Senior market strategist and thought leader who independently researched and authored U.S. investment strategy reports for a diverse global client base of private and public sector investors.
• Specialized in identifying cyclical and structural relationships between the real economy, monetary policy and the financial markets, and integrating that analysis into strategic asset allocation recommendations.
• Managed a stand-alone Canadian investment strategy publication in 1997-98.

Masters, Economics

B.A. (Honours), Economics