Are Global Small Caps set to lead the recovery?

Presented by

Trevor Gurwich, American Century Investments | Steve Sawyer, BlackRock | Brendan Maton, IPE

About this talk

Stepping into the closing months of 2020, global small-cap equities may appear poised to follow their historical pattern of leading markets during recovery periods. We believe signs of economic improvement and/or stabilization in multiple countries are further supported by substantial fiscal stimulus measures, and small-cap valuations are compelling relative to large caps. Uncertainty remains, however, and we believe it is critical to balance both risks and opportunities in the current market. environment. Join Trevor Gurwich, Sr. Portfolio Manager, for a discussion on the market dislocations caused by COVID-19, the wide range of potential earnings scenarios, and areas exhibiting positive inflections and sustainable accelerations. He’ll also discuss the investment process he utilizes. Presented by: – Trevor Gurwich, VP & Sr. Portfolio Manager, American Century Investments – Steve Sawyer, Head of Manager Research (equities), BlackRock Moderator: Brendan Maton, IPE --- TREVOR GURWICH Trevor Gurwich is vice president and senior portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. Trevor is based in the company’s New York office. STEVE SAWYER Steve Sawyer, Director, is an investment professional in the Manager Research team in Multi Asset Strategies & Solutions, the investment group at the heart of BlackRock's portfolio construction and asset allocation ecosystem; and brings together BlackRock's research, investment experience and technology to meet clients' needs for whole portfolio approaches.

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