Investment Team Voices

Global Team Positioning: Consolidating Around Favorite Names, Core Secular Themes

Global Team Perspectives by Nick Niziolek, CFA
March 23, 2020

Nick Niziolek discusses making targeted additions, focused primarily on consolidation around core positions and secular theme opportunities. In uncertain times, thematic tailwinds (such as global payments, bioprocessing, Big Data and AI) can provide a degree of resilience and growth potential.

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Why We Are Optimistic: “Notes from the Frontlines”

Global Team Perspectives by Nick Niziolek, CFA
March 13, 2020

Why our Global Team believes that the impact of the coronavirus on markets is transitory, and that aggressive monetary easing and fiscal response will set the stage for a very strong second half recovery.

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