In this Quarterly Investment Perspective, Chief Investment Officer Holly MacDonald discusses our investment outlook amid the COVID-19-related turmoil. While the crisis has led to heightened volatility in financial markets, one notable development is the acceleration of certain longer-term technological trends. Our equity team members share in-depth views on some of these themes and the compelling investment opportunities they are creating.
About the Author
Holly H. MacDonald
Chief Investment Officer
In this role, Holly is responsible for overseeing the firm's investment research, asset allocation, and portfolio management.