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Recent Volatility Provides Attractive OpportunitiesMasakazu Takeda, CFA, CMAPortfolio ManagerYu Shimizu, CMAPortfolio Manager
Portfolio Manager Masa Takeda provides his outlook for 2019 and shares his thoughts on recent market volatility, the impact of trade tariffs, the Bank of Japan’s monetary policy, and the case for active management.
Trends and Insights for the Energy SectorToby LoftinPortfolio ManagerBen Cook, CFAPortfolio ManagerTim DumoisPortfolio Manager
Portfolio 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.