The Sustainability Story

Dan Boston: Volatility, Valuation, and the International Opportunity Set


Listen Later

Dan Boston, Lead Manager of Polar Capital’s International small Company Fund (PCSCX), shares his perspective on why international equities may be poised for a resurgence. The conversation unfolds amid sharp market volatility following President Trump’s announcement of sweeping new tariffs. With global markets down significantly, Dan and Mike explore the broader implications for asset classes including U.S. treasuries, oil, and international stocks. Tune in for a timely discussion on where global opportunities may lie in today’s unsettled investment landscape.

...more
View all episodesView all episodes
Download on the App Store

The Sustainability StoryBy CFA Institute

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

12 ratings


More shows like The Sustainability Story

View all
Exchanges by Goldman Sachs

Exchanges

974 Listeners

Bloomberg Intelligence by Bloomberg

Bloomberg Intelligence

402 Listeners

Bloomberg Businessweek by Bloomberg

Bloomberg Businessweek

436 Listeners

Enterprising Investor by CFA Institute

Enterprising Investor

96 Listeners

Energy Gang by Wood Mackenzie

Energy Gang

1,254 Listeners

Inside the Strategy Room by McKinsey & Company

Inside the Strategy Room

168 Listeners

Switched On by Bloomberg

Switched On

103 Listeners

All Things Sustainable by S&P Global

All Things Sustainable

64 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

147 Listeners

Climate Rising by Harvard Business School Business & Environment Initiative

Climate Rising

78 Listeners

Financial Analysts Journal by CFA Institute

Financial Analysts Journal

8 Listeners

Catalyst with Shayle Kann by Latitude Media

Catalyst with Shayle Kann

267 Listeners

The So What from BCG by Boston Consulting Group BCG

The So What from BCG

219 Listeners

The Green Blueprint by Latitude Media

The Green Blueprint

209 Listeners

Zero: The Climate Race by Bloomberg

Zero: The Climate Race

229 Listeners

HBR On Leadership by Harvard Business Review

HBR On Leadership

166 Listeners

Bloomberg Daybreak: Asia Edition by Bloomberg

Bloomberg Daybreak: Asia Edition

11 Listeners

My CFA® Charter Story by CFA Institute

My CFA® Charter Story

19 Listeners