Equities: Finding Long-term Growth Amid Current Volatility
30 min listen
Barings’ Global Head of Equities, Dr. Ghadir Cooper, discusses the impacts of COVID-19, the opportunity for companies capitalizing on structural growth trends from technology to demographics, and the integral role of ESG in fundamental analysis.
5:11 – How COVID-19 has impacted equity markets 7:31 – Comparing current valuations with past periods of volatility 10:29 – Structural growth trends: demographics to disruptive technology 16:04 – Where opportunities are emerging 22:37 – How this crisis and potential economic fallout impact ESG trends
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