In a wide ranging discussion with AssetTV, Portfolio Managers Dmitry Khaykin, Elisa Mazen and Margaret Vitrano take the pulse of the segments of the U.S. and international equity markets they target. They also assess inflation and regulatory risks heading into 2022, discuss secular trends they are watching and explain how a sharper ESG mindset by public companies points them to opportunities.
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Reflections on a strong year of active returns, a forward look to AU reporting season and to where market dislocations, resilient earnings and attractive valuations are creating opportunities.
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