Beyond U.S. Markets: Searching for Growth Amid Gloom

2019 Midyear Insights

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By Rajesh Gandhi - August 2, 2019

The global economy has begun to decelerate quite meaningfully since the beginning of the year. The lack of a resolution on the U.S.-China trade front undoubtedly has loomed over the market. And from the Eurozone and United States to Japan and China, many indicators are more downbeat than they have been in years.

Although the backdrop is challenging, the team remains focused on identifying companies exhibiting accelerating and sustainable growth characteristics. Through multiple sources, we continue to find numerous opportunities we consider attractive.

In my latest video, hear how we “connect the dots” to uncover businesses with growth drivers that may defy the gloom.

Transcript

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    Beyond U.S. Markets: Searching for Growth Amid Gloom

    Sr. Portfolio Manager Rajesh Gandhi explains how his team finds ways to “connect the dots” to find growth businesses despite looming trade wars.

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