Kurt Feuerman
13 Years at AB|43 Years of Experience
Kurt Feuerman is Chief Investment Officer of Select US Equity Portfolios, focusing primarily on equity securities traded on US exchanges. Prior to joining the firm in June 2011, he was a senior managing director and senior trader with Caxton Associates for more than 12 years, and a managing director for nine years with Morgan Stanley, where his responsibilities included managing part of the firm’s US equity business. Earlier, Feuerman was a managing director with Drexel Burnham Lambert for six years, specializing as a sell-side securities analyst. He began his career in 1982 at the Bank of New York. Feuerman holds a BA in philosophy from McGill University, an MA in philosophy from Syracuse University and an MBA in finance from Columbia University. Location: New York
Published Work
Market and industry trends are shining on US financial stocks, whose fortunes might be changing for the better across diverse sub-industries.
In a market burdened by uncertainties, a flexible approach can help equity investors strike the right balance between short-term risks and long-term opportunities.
As attitudes shift on ESG issues, investors should look for responsible companies that can contribute to the West's quest for energy independence and military deterrence.
Solid earnings growth and high profitability underpin the benefits of US stocks, even in a tougher environment during 2022.
Equity strategies that can lean toward value or growth can be very effective when style return patterns are volatile.
The Fed's recent stress tests raised concern about solvency risks to US banks. But as second-quarter earnings season begins, investors may find that some banks are much more resilient than expected.
Although the outlook for growth and earnings is uncertain amid the coronavirus crisis, attractive stock valuations could create opportunities for high-conviction investors.
US value stocks staged a strong recovery in September after an extended period of underperformance. While value slipped again in early October, we're monitoring four signals that might indicate whether we're on the cusp of a bigger value rebound.
With US stocks facing multiple risks, it's easy to lose sight of the positive trends that could help the market recover. In 2019, investors should search for select stocks with the right attributes to produce positive surprises in a potentially tricky market environment.
A single line chart is keeping an awful lot of investors up at night: the US Treasury yield curve. It's been flattening steadily since the end of 2016 and is nearly the flattest it's been since 2007. We all remember what happened after that.
With volatility rising, many equity investors are thinking proactively about downside protection. But traditional safe havens may not do the job. Defensive equity positions can be found today in surprising places-like the energy sector.