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September 2022 / INTERNATIONAL EQUITIES
Four factors set to drive a boom in capital expenditure.
Ernest C. Yeung
Ernest C. Yeung
Portfolio Manager, Emerging Markets Discovery Equity Strategy
August 2022 / GLOBAL EQUITIES
A decade of insights, and reasons why I am optimistic about the next 10 years.
Portfolio Manager, Global Value Equity Strategy
June 2022 / U.S. EQUITIES
Portfolio Manager, US Large‑Cap Value Equity Strategy
More persistent inflation and rising interest rates change the landscape.
Looking for “multiple ways to win” in the broad energy space.
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