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Setting Olympic-Sized GoalsMasakazu Takeda, CFA, CMAPortfolio ManagerTadahiro Fujimura, CFA, CMAPortfolio Manager
In 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.
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.