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EVA Asset Allocator

EVA Asset Allocator

Aired On

Oct / 13 / 2025 - 12:00 pm - EDT

Gavin Thomson , Casey Lea
ISS EVA

Following on from the Economic Value Added (EVA) 101 webinar in June, Gavin Thomson (Global Director of Fundamental Research) and Casey Lea (Global Director of Quantitative Research) take a top-down view on equity markets and their current drivers from an EVA perspective. At a time when economic conditions are weakening, yet equity markets are making new highs the team will look at what factors have been driving returns, which countries/regions stand out, and what sectors look more, or less, attractive through the EVA lens. The team will also look at the correlation of Economic Profitability during interest rate changes. 

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This material is from ISS EVA and is being posted with its permission. The views expressed in this material are solely those of the author and/or ISS EVA and Interactive Brokers is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to buy or sell any security. It should not be construed as research or investment advice or a recommendation to buy, sell or hold any security or commodity. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

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