This episode, our CIO Paul Moroz considers the potential themes and catalysts that are driving negative interest rates, what that may mean for investors, and whether those signal a new, longer term paradigm shift.
U.S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U.S.-China trade war) and then dives deep into the investment thesis behind Microsoft, and A.O. Smith.
We believe that clear communication of ideas and analysis contributes to sound decision-making.
It is much more valuable to have a probabilistic risk evaluation process.
