This podcast features Global Focused Growth Equity Strategy Portfolio Manager, David Eiswert, and Portfolio Specialist, Laurence Taylor.
In this episode, Dave offers his latest take on the current market environment for global equity investors, the key issues on his mind and how he's responding, including:
- His reaction to the US election, vaccine developments and what these changes mean for stocks
- The opportunity for cyclicals set against an outlook of improvement
- How the team is sifting rhetoric from reality in a world where digital transformation has accelerated
- The difficult choices he's making as we look out to 2021
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