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SGA Podcast: U.S. Election Outcome, Growth Equity Outlook

Kishore Rao

Kishore Rao 
Portfolio Manager and Analyst
Sustainable Growth Advisers

Kishore Rao, portfolio manager and analyst with Sustainable Growth Advisers (SGA), talks with Joe Terranova, Virtus’ chief market strategist, about what the U.S. election results and ongoing pandemic mean for growth stocks in the months ahead.

Topics covered in their conversation:

  • Portfolio positioning and expectations for equity market volatility over the next three to six months

  • Advantages that “established growth” companies have over “emerging growth” companies

  • Prospects for ESG investing under the next administration

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