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FEG’s 2020 Approachable Asia event was scheduled for this fall in Singapore, where we planned on venturing abroad to learn first-hand about the unique challenges and opportunities of international investing in a board room setting. With the Coronavirus pandemic, we have opted to offer the same content through our Approachable Asia podcast series. Skip the flight and enjoy the conversation!
Since 2020 has already had so many uncertainties, why not add an election too? Listen in as Libby Cantrill, head of public policy at PIMCO, joins the conversation to discuss the issues facing markets and investors, current election outlook, key demographics to watch, the mail-in voting dilemma, and market and policy implications of the different election outcomes.
Nearly a decade ago, Marc Andreessen famously said, “Software is eating the world.” Today, one can safely say that software and technology are effectively eating our stock indexes. These stocks have grown to mammoth proportions in the indices because, in a low-growth world, investors have been willing to pay ever-increasing prices for these higher-growth, higher-margin businesses.
