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21 July 2020

Gold Investing

The Safe Haven Window Remains Open

  • Factors underlying gold’s sharp rebound
  • Impact of global pandemic on gold and gold equity markets
  • Analysis of gold equity fundamentals and valuations including recent M&A trends
Watch Replay (45 MIN)
 

21 July 2020

Speaker(s)

Joe Foster
Portfolio Manager, Gold Strategy

Watch Replay (45 MIN)
 

16 July 2020

Emerging Markets Equity

Bringing Forward the Future of Emerging Markets

  • The impact of COVID-19 on emerging markets companies
  • The Hong Kong announcement and its implications
  • The recent Senate Bill regarding delisting of Chinese companies from U.S. exchanges
Watch Replay (39 MIN)
 

16 July 2020

Speaker(s)

David Semple
Portfolio Manager, Emerging Markets Equity Strategy

Watch Replay (39 MIN)
 

04 June 2020

Emerging Markets Equity

Morning Coffee: Delhivery Delivers Advanced Logistics in India

  • The pace of digital disruption across emerging markets and the sectors experiencing the most impact
  • The battle for emerging domestic digital consumers–local champions versus global platforms
  • How Delhivery cracked the code on logistics in India
Watch Replay (59 MIN)
 

04 June 2020

Speaker(s)

Jan van Eck
Chief Executive Officer

Angus Shillington
Deputy Portfolio Manager

Sahil Barua
Co-Founder, Delhivery

Watch Replay (59 MIN)
 
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