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Quality Growth Boutique
2020-03-12_mu_covid-qg-americas_teaser
Viewpoint
COVID-19

Coronavirus Sell-Off: Putting Volatility in Perspective

We are now witnessing a market panic as the continued spread of the coronavirus is threatening a global recession. Portfolio managers Ramiz Chelat, Jin Zhang and David Souccar explain how they are adjusting their portfolios to take advantage of market dislocations and why quality growth businesses can help provide downside protection.

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Sustainable Equities Boutique
2020-03-02-mtx_coronoavirus_4_update_teaser
Market Update
COVID-19 Emerging Markets

The EM perspective

The past weekend gave investors a pause to reflect on what has been the worst week in terms of price performance for many equity indices since the global financial crisis in 2008. For example, the S&P 500 lost 11.5% on Friday’s close, compared a week before. Emerging markets equity investors were also strongly impacted, as the MSCI EM lost 7.3% over that period.

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Quality Growth Boutique
2020-02-27-staying-the-course-amid-the-coronavirus-epidemic-teaser
Market Update
COVID-19

Staying the Course Amid the Coronavirus Epidemic

The recent outbreak and spreading of the coronavirus (COVID-19) and the resulting quarantine will affect business and economic activity in the near term, but conditions should normalize. We do not believe investors should be overly concerned, but we continue to monitor the situation. Our investment horizon is naturally long-term and this is likely a short-term issue. Thus, we continue to be diligent and will look to take ad-vantage of any strong price dislocations that are not indicative of the long-term future earnings power of our quality growth investment universe.

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