Europe has benefited from falling inflation and positive GDP revisions. Wage increases and improved corporate governance standards are among some of the reasons we maintain a positive view of Japan heading into the second half of the year. Chinese equities maintain attractive valuations.
As we begin the new year, we have a slightly negative outlook on Europe, slight optimism on China and a continued positive view of Japan.
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.
