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 his expectations for growth equities in the second half of the year as markets contend with the next phase of COVID-19, the U.S. election, U.S./China trade relations, and the UK’s Brexit from the EU.
• Outlook for economic growth given the higher consumer savings rate (and potential for higher tax rates post the 2020 election)
• How secular growth companies have become scarcer and perhaps valued at higher multiples given that the discount rate and interest rates may be lower for longer
• Why SGA is bullish on growth equities and the role of ESG investing in the “next normal” of the post-COVID world
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