Macro risks no obstacle for hopeful investors
The dramatic developments of 2020 continue. Chinese equities are nearly 15% ahead year-to-date while US equities are almost unchanged; has there been an unprecedented economic shock?
20% voted to support the board at its recent AGM
Pzena Investment Management and Sanders Capital set to join existing manager Artisan Partners
Markets change, but human nature does not. This year's pandemic-induced swings in sentiment have created opportunities to buy best-in-class cyclical businesses in unloved industries.