ETFs, GLOBAL, MARKETS, TOOLS
Founder and Principal,
Forward looking and thematic, Jay Pelosky is the founder and principal at TPW Advisory where he leverages his proprietary work on the Tri Polar World (TPW) and Global Risk Nexus (GRN) to generate original, differentiated, and actionable investment advice, including his Model Portfolio Delivery Service (MPDS), for individual and institutional investors alike. Mr. Pelosky invests alongside his MPDS clients, investing his own capital in a global, multi asset, ETF based style for almost 20 years. He has over 30 years of multi-asset investment experience in roughly 50 countries. At Morgan Stanley, he was a top II ranked strategist in global asset allocation, global equity, and global emerging markets.
With a nod to Ray Kurzweil’s famous book: The Singularity Is Near about the fusing of man & machine, I would like to note the coming synchronicity of regional reopenings to finally encompass the globe, states Jay Palosky of TPW Advisory.
Forward looking markets, the calendar & Covid Speed all say focus forward so that’s what we will do. I am psyched to write this month – mostly because of the exciting market landscape ahead of us, states Jay Palosky of TPW Advisory.
Guess who’s not scared. Global equities—that’s who, as they continue to power ahead led by the US/EU twin engine combo with Europe on track for its 10th up day in a row, its best streak so far this century, states Jay Palosky of TPW Advisory.
TPW Advisory (TPWA) developed the Covid Speed concept in early 2020 to help understand Covid's impact on the investment world. Out of that work came the Covid Speed Model: The deployment of global intellectual and financial capital to solve a single issue-a Covid vaccine-which succeeded in developing multiple vaccines in 1/10th the normal time. This model represents a secular change that will be utilized to address other critical global issues such as climate, cybersecurity and the melding of traditional finance, fintech, and crypto. Climate, with its 2030 date certain for peak carbon, its 100% global nature, and its in-your-face extreme weather visibility is THE global trend of the 2020s. Jay Pelosky and TPWA believes ETF-based, thematic investing represents the best way for investors to gain access to these investment opportunities. So much so that they created the TPW 20, a 100% thematic global model portfolio comprised of 20 select ETFs covering roughly a dozen distinct themes. Join us to learn more!