Video Transcript
Vivian Lin Thurston, CFA, Partner
Portfolio Manager, Global Equity Team
My trip to Saudi Arabia left me with an incrementally positive view on the country’s 2030 vision and the related structural growth opportunities. The fast and material progress of the country’s economic and societal transformation was highly evident. This has broadened and deepened the quality growth investment universe in its equity markets. I believe we are just in the early phase of value creation of these companies. Saudi’s 2030 vision could materialize even ahead of target, supported by a fiscally strong and socially progressive government, a vibrant and capable private sector, and a large and growing young population with genuine desire to improve their lives.
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