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March 2024 / VIDEO

Global equity update with David Eiswert

David Eiswert recently travelled to Asia with others on our investment team to meet with companies


David Eiswert – Portfolio Manager, Global Focused Growth Equity – recently travelled to Asia with others on our investment team to meet with companies. He took some time there to reflect on three things he’s most curious about as he assesses the current market environment. Hear why he believes this investment cycle could last longer because of threats to existing profit pools, where he sees opportunities in high bandwidth memory due to AI, and how the Fed cutting rates could be good for risk assets.


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