Portfolio Manager Brian Demain discusses diverse growth drivers in mid-cap stocks, including opportunities tied to artificial intelligence (AI), electrification, and healthcare. Further, he advocates for a selective approach given wide valuation dispersion, the higher cost of capital environment,...
Published 05/20/24
In this episode, Portfolio Manager Daniel GraƱa explains why emerging market stocks could close the performance gap with developed market peers, making now a potentially good time to consider the overlooked asset class.
Published 04/25/24