global equities

“We're finding really strong high conviction opportunities in global equities, for example, that have very high concentration and high sustainability oriented approaches. And they have added a lot of value to portfolios because again, they're focused on that du…”

“Because if Biden or Trump wins from a macro perspective, I think dollars going down, I think ten-year yields are going up. I think U.S. Equities are going to do well, but I think global equities are going to do better. Commodities are also going to do extremel…”

“Over the last 3040 years, whether in this country and across the globe with one or two exceptions, momentum has worked. Over the long term.”

“The biggest single shareholder in the world, one and a half percent of all the equities worldwide in 9000 companies. In Europe, we own 2.7% of all companies.”

“Shows that U.S. Equities have indeed crushed global equities in the last, call it, 30 years. Don't hold me to the exact numbers, but call it 80, 85% of that victory has been multiples going up. U.S. Started out cheaper and is now considerably more expensive in…”