In this article, published in February 2018, Jack Lowenstein and Chad Slater, Co-Portfolio managers for the Trium Morphic ESG L/S strategy discuss 5 contrarian views:

  1. Synchronised global growth will not falter
  2. Unloved Europeanbnaks will not be an investor graveyard
  3. Resurgent Pakistan won't lose more ground to India
  4. Weak consumers will not buckle the global economy
  5. Bull market in employment diversity is expected to continue