Against a backdrop of geopolitical uncertainty and potentially increased volatility, we felt it would be timely to share our insights on Global Macro.
Jim Caron analyses economic cycle indicators and concludes we are closer to the mid-point of the cycle rather than the late point.
In response to the latest emerging markets wobble, the International Equity Team argues that a focus on the fundamentals is the best way to avoid the destruction of capital.
The International Equity Team’s Laura Bottega poses some topical questions about the team's Global Franchise and Global Quality Strategies to portfolio manager Bruno Paulson.
The one sure fact about the next downturn is that it will be different from the last one. The International Equity Team ask which sectors really are defensive.
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