Anu Rames, Jon Stephenson, Matt Slootsky
The pandemic has jolted Environmental, Social and Governance (ESG) considerations to the forefront of investors’ minds. Throughout this 60 minute webcast we will discuss the importance of sustainable investing and how the outbreak of Covid-19 exposed social, economic and environmental inadequacies. Our portfolio managers from both Healthcare and Structured Securities will also provide updates on how their asset classes have been impacted as a result of the pandemic.
Anu Rames, ESG Analyst, will begin our discussion on the importance of ESG investing, in particular focusing on the “S” and how Covid-19 has affected the key pillars of society from healthcare, housing to education.
Jon Stephenson, CFA, Portfolio Manager, Healthcare, will discuss the various trends he’s seeing within healthcare such as the emergence of telemedicine, how data and devices are impacting patient outcomes, how industry is responding to address key issues related to the pandemic, how the pandemic has accelerated technological adoption and systematic change within the sector.
Matt Slootsky, Portfolio Manager, Structured Securities, will round our conversation with a discussion on the housing market, which is booming, even though there’s increased unemployment and a world-wide pandemic. Matt will also share his outlook on housing and the mortgage market and what we should expect to see on the horizon.