Investing Globally in the Decade Ahead

Portfolio Manager Brian Tolles answers the questions:

  1. What defined global growth investing over the prior decade?
  2. Mega-caps have been a significant part of the global growth story, do you see that changing?
  3. Why do you think the next decade will be different?
  4. What trends present opportunities for global investors today?
  5. How does de-globalization factor in?
  6. The US makes up almost 2/3 of the global index today – what does a “global” portfolio look like going forward?
  7. What are the implications for your strategy?

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