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01:23
Anatomy of a Recession: Post-Election Outlook
Investment Strategist Jeff Schulze, CFA analyzes what we know so far about the 2020 U.S. election and potential impacts on the incipient economic recovery and equity markets.
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04:43
Sustainability Leaders Strategy 3Q20 Update
Portfolio Manager Derek Deutsch, CFA, discusses the role active managers can play in engaging with companies during times of crisis and breaks down contributions from tech, staples and industrials holdings in the third quarter.
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46:29
Large Cap Growth 3Q20 Update
Portfolio Manager Peter Bourbeau joins Jake Drossner to review current market and economic conditions, headwinds created by concentration in growth benchmarks and opportunities for diversification outside technology and how the team is positioning the Large Cap Growth Strategy for a still weak economy.
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04:47
Mid Cap Growth Strategy Update
Portfolio Manager Matthew Lilling, CFA, discusses drivers of growth leadership in 2020, sectors and stocks that have supported strong relative performance in the third quarter and how the Mid Cap Growth team is de-risking the portfolio for near-term uncertainties.
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10:56
A Global Approach to Infrastructure Investing
In a one-on-one interview on Asset TV, Portfolio Manager Shane Hurst explains the opportunity presented by global infrastructure assets and highlights his approach to building a dedicated infrastructure strategy, including what sustainability factors are important to consider in the space.
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03:52
International Growth Strategy 2Q20 Update
Portfolio Manager Michael Testorf explains the factors driving a rebound in non-U.S. equities, how the Strategy is well positioned for accelerating secular growth trends and the likelihood of an uneven economic recovery across different sectors.
