Shep Perkins, CFA

Co-Head of Equities

Funds managed

Fact sheet Annual Semi-annual
Global Equity Fund
Sustainable Leaders Fund

Whitepapers

Equity Outlook

17-Oct

Analysis of global equity markets from the Co-Heads of U.S. and International Equities.


Blog posts

Italy may be conduit for EM contagion

September 18, 2018

If Italy's populist government increases government debt, prices of Italian bonds and banks could drop and trigger a larger crisis for the region and world.


Italy may be conduit for EM contagion

September 17, 2018

If Italy's populist government increases government debt, prices of Italian bonds and banks could drop and trigger a larger crisis for the region and world.


Are non-U.S. stocks truly cheap?

April 23, 2018

On the surface, U.S. stocks appear more expensive than non-U.S. stocks, but a quantitative comparison reveals the impact of sector valuations.