Portfolio Manager David Souccar talks about markets in 2019, long-term structural risks, performance over the cycle, investing in Japan, and international vs US exposure. Hosted on Acast. See acast.com/privacy for more information ..read more

Portfolio Manager Donny Kranson talks about UK elections, fiscal stimulus, growth vs value investing, ESG issues and positioning for opportunities in 2020. Hosted on Acast. See acast.com/privacy for more information ..read more

Cheryl Gedvila, Client Portfolio Manager, interviews Brian Bandsma, Asia Pacific Equity Portfolio Manager. Brian talks about government regulation in China, the semiconductor industry, and the overall economic and fiscal health of the region. Disclaimer: This recording is for information purposes only and nothing contained in this recording should constitute a solicitation, or offer, or recommendation, to buy or sell any investment instruments, to effect any transactions, or to conclude any legal act of any kind whatsoever. Except as permitted under applicable copyright laws, none of this inf ..read more

Portfolio Manager Jin Zhang discusses China’s real estate, consumer and industrials sectors, as well as supply chain disruptions in semiconductors. Hosted on Acast. See acast.com/privacy for more information ..read more

Portfolio Manager Donny Kranson explores the impact of war and the energy crisis on consumer confidence in Europe, managing inflation and companies that are adjusting quickly to change. Hosted on Acast. See acast.com/privacy for more information ..read more

Portfolio manager Ramiz Chelat regulation risk in China, impact of rising interest rates, managing inflation, and the opportunity   Hosted on Acast. See acast.com/privacy for more information ..read more

Portfolio Manager David Souccar highlights rising energy prices, supply chain disruptions, inflation and companies exposed to Russia. Hosted on Acast. See acast.com/privacy for more information ..read more

CIO Matthew Benkendorf discusses supply chains, industrial activity, and consumer behavior as important drivers of economic growth, the impact of the US tightening cycle on emerging markets, and the possibility of recession at year end 2022 and into 2023. Hosted on Acast. See acast.com/privacy for more information ..read more

Portfolio Manager Jin Zhang focuses on China: policy goals, innovation, growth prospects and pitfalls to avoid. Hosted on Acast. See acast.com/privacy for more information ..read more

Portfolio Manager Donny Kranson explores monetary policy, inflation, the consumer staples and luxury segments, and upcoming elections. Hosted on Acast. See acast.com/privacy for more information ..read more