Viewpoints by Erica Camilleri, CFA
Erica was responsible for producing global macro and capital market research while developing cross-asset trade solutions. She worked alongside portfolio managers on the firm’s Multi-Asset Solutions Team to assist in strategic and tactical investment decisions. Erica contributed to internal and external thought leadership. She joined the team as part of a rotational program, after having completed previous rotations on the asset allocation, public equity, and global macroeconomic strategy teams. Prior to joining the firm, she worked at KPMG. Erica holds the Chartered Financial Analyst designation and is a member of the CFA Society Toronto.
- Education: M.B.A., University of Western Ontario–Ivey Business School; B.A., University of Western Ontario
- Joined the company: 2019
- Began career: 2019
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2026 Global Macroeconomic Outlook: clearer picture, better growth
After an action-packed 2025 for investors, 2026 promises to be just as eventful. Our macro strategy team, led by Global Chief Economist Alex Grassino, shares its latest forward-looking views on global economies and markets.
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Europe's macro revival and what it means for investors
Europe is having a "moment," with its macroeconomic picture brightening in recent months, but will it last - and what does it mean for investors? Senior Global Macro Analyst Erica Camilleri, CFA, tackles these questions in her latest viewpoint.
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Midyear 2025 global macro outlook: what’s changed and what hasn’t
What a difference six months can make. More forceful-than-expected government policy decisions have overtaken some of our early 2025 views, but others have only been validated and reinforced.
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Macro meets markets: 5 investable themes to watch
In an increasingly uncertain macroeconomic landscape, our global macro team explores five of their latest high-conviction themes and some potential implications for multi-asset investors.
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