Baron Emerging Markets and International Growth Funds Annual Update
March 13, 2023 in
In late February, we met with Baron portfolio managers Michael Kass and Anuj Aggarwal. From a big picture perspective, Kass believes the global economy has passed the point of “peak central bank hawkishness” and a peak in the U.S. dollar after a 14-year bull market. If so, he believes this should signal a new in...