Portfolio Manager, GQG Partners
As the global economy continues to adapt to higher inflation, global political instability, and rising interest rates, will 2023 be a continuation of the same level of uncertainty we have experienced in 2022? Will investors get a reprieve from volatility impacting everything from crypto currencies to tech stocks to gas prices? Given some likely economic scenarios for the upcoming year, both in the US and worldwide, how should financial advisors think about positioning clients' equity allocations for the new year? In our view, successfully navigating 2023 will be more critical after the global equity market turmoil of 2022. We believe managing risk and finding new opportunities in 2023 will require a more forward-looking approach.
Brian is a portfolio manager for all GQG Partners strategies. He was deputy portfolio manager for GQG Partners’ International Equity strategy from 2019 through June 2022 and has been a senior investment analyst on the investment team since he joined the firm in 2016. Prior to joining GQG Partners, Brian spent six years at Jennison Associates, where he served most recently as an analyst on the Small/Midcap Equity Research team, focusing on a wide array of sectors from real estate equities including building products manufacturers, title insurers, and homebuilders to industrials competing in the aerospace and automotive end markets. Prior to Jennison, Brian began his career at Brown Brothers Harriman in 2008. Brian earned his MBA at Rutgers University and his BA in Economics from the University of Connecticut.
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