2Q 2020 Global Equity Outlook
Equity Research at Work
English - April 02, 2020 17:05 - 16 minutes - 22.1 MB - ★★★★★ - 11 ratingsInvesting Business News Business News equity outlook emerging markets equity global equity international equity us equity asia pacific equity european equity global equity investing active investing esg investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Portfolio manager Ramiz Chelat finds bright spots in areas such as med tech and software. For sectors that will have a longer recovery, like consumer discretionary and staples, differentiation is key. Companies with strong balance sheets will be poised to take market share from weaker rivals once the crisis is quelled.
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