Scott Krauthamer, CFA, CAIA
17 Years at AB|27 Years of Experience
Scott Krauthamer is a Senior Vice President and Global Head of Product Management & Strategy, overseeing AB's global investment products across the firm's equity, fixed income and multi-asset strategies. Prior to joining the firm, he held a variety of investment and product-management roles at Legg Mason, U.S. Trust, Bank of America and J.P. Morgan Private Bank. Krauthamer started his career as an analyst at J.P. Morgan in 1998, and his financial-services experience spans investment-management, quantitative analysis, marketing and business development. He holds a BS in finance and management information systems from the State University of New York, Albany, and is a CFA charterholder and a CAIA designee. Location: Nashville
Published Work
Many investors are looking for emerging signs of a return to normalcy from the coronavirus crisis. While there are many indicators to choose from, we've assembled a group of signals, with the help of big data, that may point the way.
Investors have parked record piles of cash on the sidelines amid concerns about valuations and volatility. But short-term safety comes at a price. By defining long-term goals, investors can put idle cash to work despite uncertainty about the path to recovery.
During the coronavirus downturn and rebound, US growth stocks outpaced value stocks by a record margin. Now growth stocks seem expensive, but that depends on how you look at it.
In recent weeks, the US yield curve has been making investors nervous again. The curve has inverted before each of the last seven recessions, and it did so again on March 22. But what does an inversion really mean for equity returns?
Recent market gyrations have many people asking: Is it time to pivot from a growth equities allocation to a value equities allocation? But that's the wrong question. Instead of asking which style is likely to outperform, investors should be asking why they're performing differently.
What drove down US stocks this week? The answer may be the US bond market and what the shape of the yield curve is-or isn't-telling us about the state of the economy.
Democrats took the House of Representatives. Republicans held the Senate. What should investors expect from the US midterm election outcome? In the way of policy, not much. But the new political landscape may be good for markets.
Will Democrats retake the House of Representatives in the US midterm elections this fall? Will it matter for your investment portfolio if they do? Probably not so much, although a Democratic sweep of both houses could be more disruptive.
Global equity markets are still hurting from last week's sell-off. Yet the renewed volatility could mark a return to reality after an unusually long period of steady gains and may even foster a healthier investing environment over time.
Stock markets around the world have rallied this year, and investors are asking whether equities are expensive. Comparing valuations to growth potential helps shed light on the risks and opportunities in equities.