A Clearbrook OCIO manager, Morgan Stanley Global Franchise, discusses their outlook and positioning during this current market volatility

What is the team’s current outlook for the global economy and corporate earnings of the portfolio’s holdings.
Has that outlook changed or reinforced their view of a company’s compounding power.
Are they expecting a U or V shaped recovery and has the portfolio positioning changed as a result?
What are the regions and countries that have the most favorable outlook? Least favorable?
While not specified in your fund’s name, ESG factors are incorporated into your process. Can you offer some insights into your ESG criteria and how they have influenced performance during the recent volatility?