Coffee with Evergreen: April 1st

Evergreen Exchange

In this episode, Jeff Otis talks with Gavekal CEO & co-founder, Louis Gave, about what we are watching right now. Topics discussed include:

• Louis says, "it's not about what business you own, but who you own it with". How should investors treat securities that have performed well but are highly leveraged?
• Will Europe open for a semi-normal Summer?
• What can investors expect to happen to interest rates with the recent (and ongoing) Fed bond-buying activity?
• And then, how do equities respond?
• Bonus question: Where is the Gave Family's favorite travel destination?

As always, we hope you enjoy the listen!

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Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.