PERSPECTIVE. DISCIPLINE. CONVICTION.
Chief Global Financial Markets Strategist
Senior Investment Strategy Advisor
Financial Markets Educator
GLOBAL PERSPECTIVE.
INSTITUTIONAL FOUNDATION.
01 / OVERVIEW
Dr. Graham E. Lockridge connects global market research with a disciplined approach to investing.
Based in New York, Dr. Lockridge is a financial markets educator and investment research professional specializing in global financial markets, asset allocation, and investment strategy. His professional background includes Goldman Sachs, J.P. Morgan Asset Management, and BlackRock.
His research examines the relationships among economic cycles, monetary policy, corporate valuations, and capital markets. He combines fundamental analysis, quantitative models, and artificial intelligence to help investors build a rational, structured decision-making framework.
02 / PROFESSIONAL EXPERIENCE
From company fundamentals to institutional portfolios and global macro strategy.
Focused on company analysis, valuation modeling, corporate earnings, and industry trends. This work established a foundation in capital markets research and securities analysis.
Specialized in global asset allocation, multi-asset investment strategies, and institutional portfolio research across equities, fixed income, and ETFs, emphasizing diversification and long-term risk-return characteristics.
Led a team focused on global macroeconomic research, institutional investment strategies, and multi-asset allocation. His work covered ETF investing, capital market cycles, portfolio management, and risk mitigation.
03 / AREAS OF EXPERTISE
Five areas of research. One integrated view of the investment landscape.
Federal Reserve policy, economic cycles, inflation, and their influence on global financial markets.
Fundamental analysis, company valuation, industry trends, and quantitative modeling.
Portfolio construction and diversification across equities, fixed income, ETFs, and other asset classes.
Market drawdowns, systemic risk, position sizing, and risk management across economic environments.
Market structure, portfolio allocation considerations, and risks associated with Bitcoin, Ethereum, and digital asset ETFs.
04 / INVESTMENT PHILOSOPHY
“Markets are emotional,
Graham E. Lockridge
but portfolios should not be.”
Successful long-term investing requires an understanding of risk, disciplined decisions, and the ability to remain rational as conditions change.
Emphasize corporate fundamentals and sustainable growth potential. Avoid impulsive decisions driven by short-term market sentiment.
Establish an objective foundation through financial data, industry research, macroeconomic analysis, and market trends.
Align portfolios with investment objectives and market conditions, while promoting diversification and reducing concentration risk.
Assess potential losses and individual risk tolerance before pursuing investment returns.
05 / RESEARCH & EDUCATION
Bringing institutional investment research methodologies into financial education.
Since 2014, Dr. Lockridge has participated in financial markets training, MBA-level instruction, and executive education. His approach connects financial theory with practical applications through real-world case studies, historical market reviews, strategy analysis, and risk management research.
The purpose extends beyond identifying opportunities: to cultivate independent analytical skills, sound asset allocation practices, and the discipline to manage investment risk over the long term.
Ph.D. in Finance
Studied under Nobel laureate Eugene FamaMaster’s degree in Finance
Bachelor of Science · University of Pennsylvania
Dr. Lockridge has authored more than 50 research papers published in prominent publications, including the Financial Analysts Journal and Harvard Business Review. He has appeared as a guest commentator on CNBC and Bloomberg, discussing global markets, investment strategy, and economic developments.
His biography also includes service as a longtime policy advisor to the U.S. Securities and Exchange Commission and the Federal Reserve.
The goal of investing is not to predict every fluctuation. It is to build an investment framework capable of adapting to changing conditions.