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The coronavirus pandemic has accelerated the already rapid transitions taking place in the global economy and society, creating strong growth opportunities. David Eiswert of T. Rowe Price will provide his insights on how to harness this growth, by identifying these changes/ trends and the companies best placed to benefit, while also managing the risks, including assessing the valuations of these stocks.
It is now more important than ever for insurers to consider how to utilise the reserves backing their regulatory capital requirements and any surplus capital to best support their businesses.
Matthew Gadsden, Senior Consultant and Head of JANA’s Global Equities Research Team, and Greg Wilkinson, Senior Consultant visited in excess of 45 global equity managers during a recent research trip – here are their key takeaways.