Jun 03, 2020

Driehaus Portfolio Manager Richard Thies discusses Peak Globalization with Rich Excell of the CFA Society Chicago

By Richard Thies

Driehaus Portfolio Manager Richard Thies discusses Peak Globalization with Rich Excell of the CFA Society Chicago

Driehaus Portfolio Manager Rich Thies talks with Rich Excell on the CFA Society Chicago Podcast


The discussion outlines Rich Thies’ current views of the emerging markets, if the pandemic has been a catalyst for re-thinking the supply chain, the recent Chinese domestic consumption story and ESG considerations within these markets.


Disclosure:
This information is not intended to provide investment advice. Nothing herein should be construed as a solicitation, recommendation or an offer to buy, sell or hold any securities, market sectors, other investments or to adopt any investment strategy or strategies. You should assess your own investment needs based on your individual financial circumstances and investment objectives. This material is not intended to be relied upon as a forecast or research. The opinions expressed are those of Driehaus Capital Management LLC (“Driehaus”) as of May 18, 2020 and are subject to change at any time due to changes in market or economic conditions. The information has not been updated since May 18, 2020 and may not reflect recent market activity. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Driehaus to be reliable and are not necessarily all inclusive. Driehaus does not guarantee the accuracy or completeness of this information. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader.


About Richard Thies

Richard Thies is the lead portfolio manager of the Driehaus Emerging Markets Opportunities strategy and a portfolio manager for the Driehaus Emerging Markets Growth and Driehaus Emerging Markets Small Cap Equity strategies.

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