Insights

We don’t know when the next downturn will hit, how severe it will be, or how long it will endure. That’s why we aim to build resilient portfolios by focusing on four essential company traits: competitive advantage, solid management, sustainability of growth, and sensible valuation.

Ramiz Chelat seeks opportunities in e-commerce, industrials, med-tech, athleisure, cruise lines, and the SaaS (software as a service) space.

Jin Zhang provides insights on changes in the global supply chain, long-term beneficiaries of the trade war, India’s growth prospects and Brazil’s path to reform.

David Souccar talks about markets in 2019, long-term structural risks, performance over the cycle, investing in Japan, and international vs US exposure.

Matthew Benkendorf discusses growth vs value investing, finding quality growth opportunities amid volatility and how to approach the markets in 2020.

Donny Kranson talks about UK elections, fiscal stimulus, growth vs value investing, ESG issues and positioning for opportunities in 2020.

Brian Bandsma discusses India’s slowdown, companies impacted by the trade dispute, redirection of global supply chains, and country rhetoric around trade and technology.

Why did so many well educated and well meaning people not take the plastic tsunami seriously until an island of the stuff became headline news?

The US-China interim agreement reduces recessionary risks in both countries. However, the trade war is far from over and risks of a re-escalation persist.