August 26, 2020

In this webinar co-hosted with Wiley, Tyler Wood, MD of Global Business Development interviews David Lundgren, CMT, CFA and explores how the CMT Program helps shape a disciplined investment strategy through the application of technical analysis principles. Dave is the Director of Technical Research at Wellington Management and has been a CMT Charterholder since 2011.

The conversation explores some underappreciated historical overlap between fundamental and technical analysis, as well as examples of situations where both perspectives can be applied to enhance strategic development.

Understanding that the market is efficient, and that it displays identifiable trends, confirms that technical analysis can be a powerful complement to fundamental analysis. Dave shares his insight on trend-following investment strategies including how to identify, engage, and stay in trending securities using technical analysis concepts such as leading, coincident, and lagging indicators of trend change as well as Relative Strength.

Finally, Dave speaks to where the CMT designation has a pivotal impact on career opportunities and new roles in the investment industry.