The Staying Power of Global Businesses in an Environment of Extreme Uncertainty

An update on our Global and Emerging Markets

April 24, 2020

Uncertainty is at exceptional levels. The halt in activity today is unlike any slowdown we’ve seen before, and it’s affecting companies in a variety of ways. Our co-CIO John Goetz and portfolio manager Allison Fisch discuss our efforts to understand what bad looks like, company by company, and the research necessary to evaluate if our companies can survive a prolonged downturn.

We hope you find their discussion insightful.

The Staying Power of Global Businesses in an Environment of Extreme Uncertainty
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