Jack Malvey is Chief Global Markets Strategist and Director of Center for Global Investment and Market Intelligence for BNY Mellon Investment Management. His team is responsible for identifying, researching, and communicating investment trends, market activity, and economic conditions.
He formerly consulted to key global capital market institutions, including serving on the Investment Advisory Committee of the New York State Teachers Retirement System (2009-2011) and the Advisory Board of Discern (2010-2011), an independent equity research provider, headquartered in Silicon Valley. Jack currently serves as a Trustee of the Kellogg Foundation.
Prior to joining Barclays Capital in 2008 as Managing Director and Bond Strategist, Jack was the Chief Global Fixed-Income Strategist at Lehman Brothers from 1996 to 2008 and the Corporate Bond Strategist from 1992 to 1996. Jack also directed Lehman Brothers Global Family of Indices from 1996 to 2007, Lehman Brothers Global Relative Value publication (1996-2008), hosted Lehmans weekly Bond Show (1999-2008), and chaired Lehmans investment strategy committee. Previously, Jack was Director of Corporate Bond Research at Kidder Peabody and an analyst at Moodys Investor Services.
In addition to holding the Chartered Financial Analyst designation, Jack belongs to the Financial Management Association, the New York Society of Security Analysts, the Fixed Income Analysts Society, Inc., and the Society of Quantitative Analysts. Jack is a former President of the Fixed Income Analysts Society and was inducted into the Fixed Income Analysts Societys Hall of Fame in 2003 and received the inaugural Presidents Award in 2015.
Jack received an AB in economics from Georgetown University and did graduate work in economics at the New School for Social Research in New York. For 18 years, Jack was a ranked strategist in Institutional Investors annual fixed-income research survey, including 16 consecutive first team positions (five for corporate bond strategy and 11 for general strategy). A regular contributor to the financial media, Jack is also the author of “Global Corporate Bond Portfolio Management,” a required chapter reading for CFA Level III candidates, and has lectured at numerous local CFA Institute analyst societies and universities. Jack serves on the CFA Institutes Fixed Income Curriculum Committee and the FTSE Americas Bond Indices Committee.
Key recent publications include: “A First Perspective: The Transformational Influence of “Big Data” on the 21st Century Global Financial System” (2013), “Managing Geopolitical Risk in Investment Decision-Making” (2015), and “Global Capital Market History and Futurology" (2015)
