Insights

The ongoing trade war and eroding U.S.-China relationship have been a catalyst for making it less attractive for Chinese companies to seek a public listing in the United States. The Chinese government is finally making good on promises to open up domestic markets to foreign investors. Additionally, Hong Kong and China are taking steps to make local listings more attractive, especially to high-tech start-ups.

Our equity experts from the Quality Growth Boutique are constantly trying to find exceptional companies. In this insight, they explore businesses that may be high quality today that were not in the past. Does the current COVID crisis change the playbook for investors in any way?

David Souccar talks about finding the right portfolio balance, and opportunities in luxury goods, entertainment, convenience stores and pharmaceuticals.

Jin Zhang discusses the emerging markets rebound, opportunities in Asia and Latin America, health care, consumer staples, and technology, and shifting supply chains.

Matthew Benkendorf discusses the backstop provided by monetary and fiscal stimulus and the importance of paying attention to valuations.

Brian Bandsma talks about the rebound in Asia Pacific markets and the mixed response to COVID-19, as well as supply chain dynamics, and opportunities for investors.

Donny Kranson considers the rebound in European markets, the effects of stimulus, Brexit negotiations and the potential for another market downturn.

Ramiz Chelat discusses sectors and regions that may recover quicker and how to understand company valuations.

Ethnic minorities account for 40% of the US population, 29% of bachelor degrees, but just 16% of Fortune 500 board seats. Sub-conscious bias plays a big role. A structured approach to hiring and mentoring are required for change. Diversity can drive innovation and shareholder returns.