Although tariff uncertainty still exists, we recognize some pockets of growth and resilience in global equities. We will continue to monitor tariffs and geopolitical developments, however, there are some emerging global themes that leave us feeling encouraged.
David Mann discusses the recent changes that have occurred in China, its impact on the technology sector and how the team manages risk in the portfolios.
In this Off the Cuff video, David Mann discusses how COVID-19 may be resulting in a K-shaped recovery which is exposing relative strengths and weaknesses in operating models.
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