Katrina Lamb

Katrina Valerie Lamb is an investment analyst and strategist based in Washington, DC, where she researches and writes on investment strategies covering a broad range of asset classes including domestic and international equities, fixed income and alternative assets such as real estate, commodities, hedge funds, private equities and derivative securities.

Lamb, a graduate of Dartmouth College, got her start in the financial industry on Wall Street, working three years for Morgan Stanley's New York and Tokyo offices. After earning an Master of Business Administration from Harvard Business School, she joined Merrill Lynch where she worked as an investment banking specialist covering financial institutions, telecommunications and technology companies from the firm's New York, Tokyo and Singapore offices. She later returned to Washington, DC, and worked as an international development consultant with a focus on capital market development in emerging and transitional economies.

Lamb moved back overseas in 1998 to work for a private, Vienna-based investment company active in the markets of Central and Eastern Europe. She managed portfolios of early-stage regional private equity investments and also directed the firm's business in Russia. She returned to the U.S. in 2005.

Lamb's years of working in international settings have provided her with a first-hand understanding of the nuances and intricacies of global capital markets. She focuses a great deal of her research and analysis on the opportunities provided by a changing world. She has a genuine passion for the cultures, languages and histories of countries in which she has lived and believes that to understand a country's economic potential requires going below the surface and learning about the lives, work and motivations of the people who reside there.

Lamb is a CFA® charterholder and a member of the CFA Institute.

  1. Trading Instruments

    An Introduction to Structured Products

    Learn a simple way to bring the benefits of derivatives into your portfolio.
  2. High Net Worth Strategy

    Cashing In On The Venture Capital Cycle

    Find out how VC firms make the market go round, and round and round.
  3. Insurance

    The Rise Of The Modern Investment Bank

    Get to know a little bit about the institutions whose actions help to guide free markets.
  4. Markets & Economy

    Inside National Payment Systems

    Investopedia explains: The global interconnection of U.S. payment systems makes commerical and financial transfers possible. ...
  5. ETFs

    Build A Model Portfolio With Style Investing

    This sophisticated approach will add flair to your returns.
  6. Mutual Funds

    Separately Managed Accounts: A Mutual Fund Alternative

    It takes a hefty minimum investment to get in in on an SMA, but these offer some distinct advantages.
  7. Investing Strategy

    An Evaluation Of Emerging Markets

    Get the full story on this asset class before you write it off as too risky.
  8. Mutual Funds

    Alternative Assets For Average Investors

    These investments can add a new level of diversification to your portfolio.
  9. ETFs

    Strategies For Determining The Market's True Worth

    Learn the strengths and weaknesses of passive and active management when trying to uncover the overall market's worth.
  10. Forex & Currencies

    Global Trade And The Currency Market

    Learn how the Bretton Woods system got the ball rolling for world trade.
  11. Investing Strategy

    Investing In Emerging Market Debt

    This asset class has left much of its unstable past behind. Find out how to invest in it.
  12. Financial Analysis

    State-Run Economies: From Public To Private

    Find out how former Iron Curtain countries used private enterprise to join the world financial markets.
  13. Markets & Economy

    Forging Frontier Markets

    Pioneering is never easy, but it has its exciting - and worthwhile - moments for investors.