2Q2022 European Equity Outlook: Preparing for the unexpected with quality companies
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Portfolio Manager Donny Kranson explores the impact of war and the energy crisis on consumer confidence in Europe, managing inflation and companies that are adjusting quickly to change. See acast.com/privacy for privacy and opt-out information.
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Portfolio Manager Jin Zhang discusses China’s real estate, consumer and industrials sectors, as well as supply chain disruptions in semiconductors. See acast.com/privacy for privacy and opt-out information.
Published 04/20/22
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Portfolio Managers Ed Walczak and Chul Chang highlight the future of tech companies, corporate profit margins, and supply chain reorganization. See acast.com/privacy for privacy and opt-out information.
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