Beyond U.S. Markets: Searching for Growth Amid Gloom

2019 Midyear Insights

By Rajesh Gandhi - June 2019

The global economy has begun to decelerate quite meaningfully since the beginning of the year. The lack of a resolution on the U.S.-China trade front undoubtedly has loomed over the market. And from the Eurozone and United States to Japan and China, many indicators are more downbeat than they have been in years.

Although the backdrop is challenging, the team remains focused on identifying companies exhibiting accelerating and sustainable growth characteristics. Through multiple sources, we continue to find numerous opportunities we consider attractive.

Hear more about the team’s approach in my latest video. I also discuss two businesses we uncovered with growth drivers that may defy the gloom.

Transcript

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