David Bianco

Chief Investment Officer, Americas


Mr. Bianco forecasts S&P earnings using a "middle-up" approach with earnings estimates for each sector using key macro inputs from Deutsche AM economists and asset class specialists from around the world. His equity investment strategies go well beyond calling the broad economic cycle (beta) by considering trends in interest rates, currencies, commodities, capital expenditures/exports, credit conditions and consumption; all of which drive the earnings and valuation of the market and each sector. This approach connects his macro analysis to the stock specific analysis of Deutsche AM portfolio managers to find opportunities and control risk.

Mr. Bianco is a graduate of the Wharton School of the University of Pennsylvania. He holds a CFA charter and is a member of the Economic Club of New York

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