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.