In the final video of this five-part series featuring Global Portfolio Managers, Jeff Thomson and Elfreda Jonker delve into Jeff’s insights from his recent European trip. During his travels, he engaged with companies and analysts across the financial and consumer sectors.
In the fourth of this five part video series with the Global Portfolio Managers, Trent Masters and Elfreda Jonker explore Trent’s takeaways from his recent trip, during which he met with companies and analysts across the technology sector in the United States.
In the third of this five part video series with the Global Portfolio Managers, Mary Manning and Elfreda Jonker discuss Mary’s insights and the overall takeaways from her recent trip to China and Hong Kong.
In the second of this five part video series with the Global Portfolio Managers, Jonas Palmqvist and Elfreda Jonker discuss the insights gained from his recent trip to visit healthcare companies and analysts across the US.
In the first of this five part video series with the Global Portfolio Managers, Chris Willcocks and Elfreda Jonker share the insights from Chris’ trip where he visited companies and analysts across the industrials and energy sectors.
Our five global portfolio managers met with over 130 companies in 14 cities and 8 countries. This summary highlights their insights and demonstrates how their respective trips have shaped our diversified, high-conviction portfolios of high-quality global earnings leaders.
Jeff Thomson and Elfreda Jonker discuss Jeff’s insights and the overall takeaways from his recent visit to Europe, and a few key themes and stock implications.
Global luxury stocks have been one of the best performing sub-sectors in the last 3 years. Can the remarkable outperformance of the luxury sector continue or is the luxury trade now a crowded house (maison)?