Global equity roundtable: Part 1

Managers brace for slow growth, rising rates and political uncertainty.

Sonita Horvitch 5 December, 2016 | 6:00PM

Sluggish growth, political upheavals and expectations of rising interest rates will make for a challenging environment for global equity investors in 2017. In today's first instalment of this week's coverage of Morningstar's global equity roundtable, moderated by Morningstar columnist Sonita Horvitch, the managers outline their big-picture outlooks, and how they're positioning their portfolios for potentially stormy market conditions in the year ahead.

Our panellists:

Peter Moeschter, executive vice-president and portfolio manager at Templeton Global Equity Management, Franklin Templeton Investments Corp. A value manager, Moeschter runs both EAFE (Europe, Australasia and Far East) and global portfolios for retail and institutional clients. Effective Feb. 1, he will become the lead manager of Templeton International Stock, succeeding Don Reed.

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Sonita Horvitch

Sonita Horvitch  

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