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Sector Highlight
Setting Olympic-Sized Goals
Masakazu Takeda, CFA, CMAPortfolio ManagerTadahiro Fujimura, CFA, CMAPortfolio ManagerIn summer 2020, Tokyo will host the Olympic games, providing Japan an opportunity to showcase itself to the world. Investments in technology and infrastructure will delight visitors during the 2020 Games and beyond, and this strategy may help trigger a new growth period for Japan’s economy.
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Portfolio Perspective
Trends and Insights for the Energy Sector
Toby LoftinPortfolio ManagerBen Cook, CFAPortfolio ManagerTim DumoisPortfolio ManagerPortfolio Managers Toby Loftin, Ben Cook, and Tim Dumois discuss the year-to-date volatility in oil prices, consolidation activity in the Energy sector, and catalysts for midstream companies. They also discuss recent portfolio changes.