Welcome, everybody. This is Jennifer Martin. I’m a global equity portfolio specialist supporting Global Focus Growth.
I’ve got Dave Eiswert, the portfolio manager of Global Focus Growth, here to talk about the recent period. And just as a reminder for our audience, we were recording this the last week of September. So, Dave, thank you for taking the time to review the portfolio results. And, you know, really, let’s start with, you know, where we’re going to talk about recapping the environment, our portfolio and discuss the positioning and outlook. So why don’t we start with the main forces that are shaping today’s global markets for the year and what they imply for the portfolio?
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