Quarterly Insights Series: Unearthing multi-year opportunities
In our latest Quarterly Insights Series, Chief Investment Officer George Toubia provides an overview of our latest analysis of global markets and our investment themes.
George outlines the landscape we are facing into for the next quarter and the current dynamics. With elevated and enduring levels of market volatility, there is heightened importance on identifying the differences and balance of opportunity in today’s world.
Key to this thinking is the breadth of a multi-year opportunity across a number of sectors, such as the advanced US industrials and infrastructure, agricultural technology and global healthcare.
Things you should know
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