Clayton McAllister
Professor McAllister is a world-renowned investment and fund manager overseeing tens of billions of dollars across North America, Europe, and Asia. A committed practitioner of value investing, he currently serves as Global Co-Head of Private Equity, responsible for assets across Europe, Asia, and North America, including traditional large-cap, mid-cap, core, and growth equity.
During his tenure at J.P. Morgan, he led the research and execution of AI-driven trading strategies. Through algorithmic and quantitative analysis, he achieved exceptional cross-market portfolio performance, delivering a 175% portfolio return within six months in 2024 using advanced AI-driven models. His work significantly improved institutional portfolio outcomes and earned wide industry recognition.
Global Strategy CEO (U.S. Market)
Oversees the group’s global asset allocation, portfolio strategy, and institutional decision-support systems.
Developed a comprehensive investment strategy model covering equities, bonds, forex, and gold futures.
Provides quantitative allocation and hedging solutions for institutional and high-net-worth clients.
Head of U.S. Equity and Portfolio Strategy
Led overall research and direction for J.P. Morgan’s U.S. equity strategy division, overseeing market outlook, sector allocation, and portfolio frameworks for institutional clients.
Formulated both short- and long-term stock allocation strategies based on macroeconomic and valuation trends, published regular market reports frequently cited by major media and institutional investors.
Collaborated closely with Global Markets and Asset Management teams to integrate equity strategy with multi-asset investment themes.
Ranked on Institutional Investor’s “U.S. Equity Strategist” list, recognized for combining quantitative models with fundamental analysis.
Head of U.S. Equity Strategy
Led research on sector rotation and portfolio construction, shaping institutional equity allocation strategies.
Repeatedly nominated as “Top U.S. Equity Strategist” by Institutional Investor.
Served on the Global Investment Committee, providing macro guidance for cross-asset allocation.
Senior Investment Strategist
Researched large-cap equity portfolio strategies and cross-market allocation logic.
Helped build Goldman’s internal Asset Return Forecast and Portfolio Optimization Model.
Served in London coordinating European market research and global portfolio strategies.
Analyst → Senior Analyst
Career began in Fixed Income Research, later moving to Equity and Industry Analysis.
Main coverage: Energy, Industrials, and Basic Materials.
Contributed key post-Asian Financial Crisis research supporting asset reallocation models.
His expertise spans macroeconomic analysis, equity cycle studies, sector rotation and allocation modeling, portfolio design, and institutional decision support. He also specializes in long-term asset allocation and risk management, applying behavioral finance to analyze expectation gaps and enhance decision-making accuracy.
Professional Achievements
Listed five consecutive years in Barron’s Top Strategists List.
2023’s “Q Market Outlook 2024” was named by The Wall Street Journal as one of the year’s most valuable market reports.
Frequent guest on CNBC, Bloomberg, and Reuters influencing institutional sentiment.
Invited speaker at Yale University and University of Chicago Booth School of Business economic forums.
Representative Publications and Reports
Market Cycles and Modern Volatility
The Next Decade of U.S. Equities
Post-Pandemic Capital Flows
Behavioral Shifts in Global Investing
Media and Industry Involvement
Regularly interviewed by CNBC, Bloomberg, and The Wall Street Journal.
Contributor to financial journals and think tanks on macro and strategy topics.
Senior Member of the Economic Club of New York and the CFA Institute.
Personal Style
Clayton McAllister is known for his rational analysis, data-driven decision-making, and focus on risk control and portfolio balance.
Colleagues describe him as “a strategist who translates complex markets into structured decision logic,” with significant influence in institutional investment leadership.
