May 07, 2021
Staying true to an investment philosophy can be the key to navigating challenging market cycles. That is the approach that the Macquarie Value Equity team has maintained in its pursuit of providing strong downside characteristics in difficult markets by investing in quality businesses with mispriced earnings power. In this interview, “Check-in on global equities,” CIO Jens Hansen takes a look back at the 2020 down cycle and recovery, his team’s ongoing and latest commitments to ESG, and other issues.
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