Senior Equity Strategist
Rebecca has considerable expertise in equity markets from many years as an investment analyst, active fund manager and leader in business development. She joined State Street Global Advisors in 2016 as the Senoir Equities Strategist to work with SPDR’s ETF Strategy & Research team in London. Her focus is on equities, sectors and ESG ETFs, providing thought leadership and investor insights. She writes the SPDR Sector & Equity Compass, and is responsible for the quarterly Sector Picks. Rebecca appears regularly on industry conference panels, Bloomberg and CNBC TV programmes.
Rebecca’s previous role was at Hermes Investment Management where she helped to build the equities business and integrate ESG research and decision-making into the investment process. Prior to that, she managed over £1bn of active equity institutional portfolios and retail funds at Rothschild Asset Management and Insight Investments. She also served as an investment specialist at Threadneedle and started her career at former stockbrokers, BWD Rensburg, in Liverpool where she became a company director and led the internal research team.
Rebecca is a Fellow of the Chartered Institute of Securities & Investment and holds a BA (Hons) in Economics/Economic History from the University of Liverpool. She is a holder of both the CFA Certificate in ESG Investing and the CFA Certificate in Climate & Investing.