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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.

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Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies

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US election video: Risk and opportunity

From rumours that President Trump will contest the election outcome to Coronavirus sweeping through the oval office to the Democrats advantage in the polls, this US election season is proving more interesting than those of years’ past.

The market has responded cautiously by pricing in higher volatility. But to what extent is this warranted?

To explore the real difference between a Republican vs Democrats election outcome, we bring together two of our New York-based fund managers to cover topics from global trade through to the impact of a Biden outcome on sectors across the market, infrastructure spending and more. 

  • John Ma, Director and Head of Investments Unlisted Infrastructure
  • Jason Epstein, Co Head of High Yield
 

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