The summer months have seen many geopolitical events impact the world economy and financial markets.
We would like to share our thoughts on these global events as well as a few key topics related to our portfolio strategy, notably how Sustainable Investing can be integrated in natural resource investing and how to profit from secular trends in the information technology industry.
We have divided the content into four individual segments for your listening pleasure.
Global Expansion Underway
By Joël Kaczor – Senior Portfolio Manager, Partner
“It has now been a little over a year since the world entered the deepest recession since the 1930s. As country after country locked down its economy to contain the spread of the COVID-19 virus, about $4 trillion worth of global economic activity was erased.”
By Mila Krassiouk – Senior Portfolio Manager, Partner
“We still believe that economic growth will continue and will be fueled by both cyclical and secular forces. The composition of our portfolios is evolving in response to our assessment of these economic trends. ”
Doing well while doing good with natural resources
By Edward Dashwood – Investment Analyst, Partner
“With our global scope, our knowledge of commodity cycles, our detailed understanding of company operations, and our price discipline, we are confident that the natural resource space can generate a significant amount of value for investors.”
Innovation and growth in cloud computing
By Allan Cyril – Portfolio Manager, Partner
“This approach to addressing the needs of businesses is so revolutionary and innovative that the cloud computing industry has grown more than 10-fold over the last decade and, today, annual revenues sit at over 300 billion US dollars.”