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.
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.
