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Summary
Recent escalation in the Iran conflict has introduced new uncertainty into global markets. With crude oil prices rising, shipping routes under pressure, and equity markets responding to rapidly evolving geopolitical developments, investors are navigating a shifting risk environment.
In this webinar, S&P Global experts will examine how the conflict is affecting market positioning, sector and index dynamics, and macroeconomic expectations. We will also share analysis from the Quantitative Research & Solutions team quantifying how geopolitical shocks propagate through corporate margins, supply chains, and market expectations.
Speakers
S&P Dow Jones Indices
Anu R. Ganti, CFA
Senior Director, Head of U.S. Index Investment Strategy
Anu R. Ganti is Senior Director and Head of U.S. Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The index investment strategy team provides research and commentary on the entire S&P DJI product set, including U.S. and global equities, thematics, commodities, fixed income and sustainability indices. She is also a frequent contributor to both print and broadcast media outlets.
Prior to joining S&P DJI, Anu worked in the asset management space, completing a post-MBA rotational program at Russell Investments within their fixed income research and trading divisions and working as a portfolio manager focusing on emerging market equities at Parametric Portfolio Associates (part of Morgan Stanley Investment Management).
Anu is a CFA charterholder and holds an MBA in finance and economics from Columbia Business School, and a bachelor’s degree in finance and marketing from NYU’s Stern School of Business.
S&P Global Market Intelligence
Melissa Otto, CFA
Head of Visible Alpha Research
Melissa is Head of Visible Alpha Research at S&P Global. She focuses on understanding AI applications and the role of the mega-cap technology stocks, while integrating Visible Alpha and CapIQ tools into a broad range of investment research topics, sectors and persona workflows. Prior to joining Visible Alpha, she spent 20+ years as an equity analyst and portfolio manager, investing in global technology and consumer stocks and the Pan-Asia region. In addition to her equity investing career, Melissa worked with engineering teams at data providers and Microsoft Azure building cloud-based solutions to centralize and aggregate critical investment data for investors.
Melissa studied Japanese at Harvard University, received her MA in economics from Brandeis University and MS degree from the University of Pennsylvania, and is a CFA charterholder. She is certified in Azure Fundamentals and Agile Project Management and recently completed The Business of AI course at Columbia Business School. She is a frequent media commentator on equities in the US and abroad.
S&P Global Market Intelligence
Drew Bowers
Sr Quantitative Research Analyst
Drew Bowers serves as a senior quantitative research analyst on the Quantitative Research & Solutions team (QRS) at S&P Global Market Intelligence. In this role, he leads research projects to engineer new tools and techniques that enable clients to generate solutions from our data. These offerings bring the breadth of S&P’s data estate together to offer novel insights to solve the challenges of today’s markets.
Drew brings a unique blend of data and technical expertise to the QRS team. Before joining QRS, Drew was part of the data management organization, focused on business sector and reference data. Drew joined S&P Global in 2015 through the SNL acquisition, where he began working in 2012. He holds a Bachelor’s degree in Engineering and Economics from the University of Virginia.
S&P Global Market Intelligence
Chirag Patel, CFA
Business Development Manager, Buy-Side
Chirag works within the EMEA Desktop Business Development team at S&P Global Market Intelligence. He is responsible for defining and executing on go-to-market initiatives, specifically for the Investment Management segment. Prior to joining S&P Global in London, Chirag was a global equities product specialist at one of Canada’s largest institutional asset managers based in Toronto. Chirag is a CFA charter holder and has also recently gained the CFA UK Certificate in ESG Investing.
Questions?
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