Equity Research at Work artwork

Equity Research at Work

66 episodes - English - Latest episode: almost 2 years ago - ★★★★★ - 11 ratings

Vontobel Asset Management’s Quality Growth Boutique research team explores dynamics in emerging and developed equity markets. You will hear thoughtful views on investing themes and ESG topics as well as outlooks to help navigate risks and find opportunities. Vontobel puts research to work for you -- a bottom-up, long-term mindset can help you meet your investing goals.

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Investing Business News Business News equity outlook emerging markets equity global equity international equity us equity asia pacific equity european equity global equity investing active investing esg investing
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Episodes

2Q 2022 Asia Equity Outlook: Treading a rocky road

April 20, 2022 19:57 - 15 minutes - 34.6 MB

Portfolio Manager Jin Zhang discusses China’s real estate, consumer and industrials sectors, as well as supply chain disruptions in semiconductors. Hosted on Acast. See acast.com/privacy for more information.

2Q2022 European Equity Outlook: Preparing for the unexpected with quality companies

April 20, 2022 19:56 - 13 minutes - 31.1 MB

Portfolio Manager Donny Kranson explores the impact of war and the energy crisis on consumer confidence in Europe, managing inflation and companies that are adjusting quickly to change. Hosted on Acast. See acast.com/privacy for more information.

2Q 2022 US Equity Outlook: Quality and pricing power can offset volatility and inflation

April 20, 2022 19:55 - 18 minutes - 42.1 MB

Portfolio Managers Ed Walczak and Chul Chang highlight the future of tech companies, corporate profit margins, and supply chain reorganization. Hosted on Acast. See acast.com/privacy for more information.

2Q2022 Emerging Markets Equity Outlook: Unique exposure at reduced valuations

April 20, 2022 19:54 - 21 minutes - 48.9 MB

Portfolio manager Ramiz Chelat regulation risk in China, impact of rising interest rates, managing inflation, and the opportunity   Hosted on Acast. See acast.com/privacy for more information.

2Q 2022 International Equity Outlook: Volatility may amplify risks to earnings growth

April 20, 2022 19:52 - 15 minutes - 36.1 MB

Portfolio Manager David Souccar highlights rising energy prices, supply chain disruptions, inflation and companies exposed to Russia. Hosted on Acast. See acast.com/privacy for more information.

2Q 2022 Global Equity Outlook: Continued volatility and increased risk of recession

April 20, 2022 19:51 - 15 minutes - 35.9 MB

CIO Matthew Benkendorf discusses supply chains, industrial activity, and consumer behavior as important drivers of economic growth, the impact of the US tightening cycle on emerging markets, and the possibility of recession at year end 2022 and into 2023. Hosted on Acast. See acast.com/privacy for more information.

Q4 2021 Asia Pacific Equity Outlook

October 04, 2021 13:21 - 18 minutes - 42.1 MB

Portfolio Manager Jin Zhang focuses on China: policy goals, innovation, growth prospects and pitfalls to avoid. Hosted on Acast. See acast.com/privacy for more information.

Q4 2021 European Equity Outlook

October 04, 2021 13:19 - 12 minutes - 29.7 MB

Portfolio Manager Donny Kranson explores monetary policy, inflation, the consumer staples and luxury segments, and upcoming elections. Hosted on Acast. See acast.com/privacy for more information.

Q4 2021 International Equity Outlook

October 04, 2021 13:17 - 14 minutes - 33.4 MB

Portfolio Manager David Souccar discusses consumer staples, luxury, biotech and technology companies that cannot be replicated in the US. Hosted on Acast. See acast.com/privacy for more information.

Q4 2021 US Equity Outlook

October 04, 2021 13:15 - 20 minutes - 47.1 MB

Portfolio manager Chul Chang discusses valuations, opportunities in technology and industrials, rising debt levels and ESG considerations. Hosted on Acast. See acast.com/privacy for more information.

Q4 2021 Emerging Markets Equity Outlook

October 04, 2021 13:13 - 21 minutes - 48.8 MB

Portfolio manager Ramiz Chelat focuses on growth amid the regulatory landscape in China and explores EM companies that are increasing market share. Hosted on Acast. See acast.com/privacy for more information.

Q4 2021 Global Equity Outlook

October 04, 2021 13:11 - 14 minutes - 33.9 MB

CIO Matthew Benkendorf explores risks in China, the consumer staples sector and the impact of inflation. Hosted on Acast. See acast.com/privacy for more information.

Q3 2021 Asia Pacific Equity Outlook

July 02, 2021 13:28 - 13 minutes - 30.7 MB

Portfolio Manager Brian Bandsma discusses regulations in Chinese tech companies, inflation and valuations. Hosted on Acast. See acast.com/privacy for more information.

Q3 2021 European Equity Outlook

July 02, 2021 13:28 - 11 minutes - 27.4 MB

Portfolio Manager Donny Kranson discusses the stimulus package, normalization after COVID, and the impact of inflation. Hosted on Acast. See acast.com/privacy for more information.

3Q 2021 International Equity Outlook

July 02, 2021 13:27 - 13 minutes - 31 MB

Portfolio Manager David Souccar explores the risks of hedging inflation with cyclicals and commodities and how quality companies can withstand inflationary pressures. Hosted on Acast. See acast.com/privacy for more information.

3Q 2021 US Equity Outlook

July 02, 2021 13:27 - 16 minutes - 37.9 MB

CIO Matthew Benkendorf discusses business models with pricing power that can defend against inflation.  Hosted on Acast. See acast.com/privacy for more information.

3Q 2021 Emerging Markets Equity Outlook

July 02, 2021 13:26 - 20 minutes - 47.6 MB

Portfolio manager Jin Zhang helps investors navigate Chinese and Latin American markets. Hosted on Acast. See acast.com/privacy for more information.

3Q 2021 Global Equity Outlook

July 02, 2021 13:25 - 17 minutes - 40 MB

Portfolio manager Ramiz Chelat discusses valuations, structural growth trends, opportunities in semiconductors, and ESG. Hosted on Acast. See acast.com/privacy for more information.

2Q 2021 Asia Pacific Equity Outlook

April 06, 2021 07:10 - 13 minutes - 18.1 MB

Portfolio Manager Brian Bandsma talks about semiconductors, regulation of tech companies in China, and India’s road to recovery. Hosted on Acast. See acast.com/privacy for more information.

2Q 2021 European Equity Outlook

April 06, 2021 07:09 - 9 minutes - 12.8 MB

Portfolio Manager Donny Kranson explores opportunities and risks post-Covid, the importance of pricing power, and why ESG matters. Hosted on Acast. See acast.com/privacy for more information.

2Q 2021 International Equity Outlook

April 06, 2021 07:08 - 14 minutes - 33.7 MB

Portfolio Manager David Souccar discusses valuations, how to protect against inflation, and areas of the market where investors should tread carefully. Hosted on Acast. See acast.com/privacy for more information.

2Q 2021 US Equity Outlook

April 06, 2021 07:07 - 16 minutes - 38.8 MB

CIO Matthew Benkendorf discusses challenges in the regulatory and business operating environment, specifically in the tech industry.   Hosted on Acast. See acast.com/privacy for more information.

2Q 2021 Emerging Markets Equity Outlook

April 06, 2021 07:06 - 17 minutes - 39.9 MB

Portfolio manager Jin Zhang discusses EM businesses that are emerging from the pandemic in a position of strength. Hosted on Acast. See acast.com/privacy for more information.

2Q 2021 Global Equity Outlook

April 06, 2021 07:05 - 17 minutes - 39.7 MB

Portfolio manager Ramiz Chalet explores companies with pricing power that can manage well in an inflationary environment. Hosted on Acast. See acast.com/privacy for more information.

2021 European Equity Outlook: An expanding set of quality growth companies

December 18, 2020 08:06 - 11 minutes - 27.2 MB

Portfolio Manager Donny Kranson discusses how consumer-oriented companies navigated the pandemic and explores long-term shifts in consumption. Hosted on Acast. See acast.com/privacy for more information.

2021 Asia Pacific Equity Outlook: Finding quality in an accelerating recovery

December 18, 2020 08:05 - 20 minutes - 46.9 MB

Portfolio Manager Brian Bandsma, discusses fintech in China, the Regional Comprehensive Economic Partnership, the rally in financials stocks, and portends that the economic recovery will vary by country in the region. Hosted on Acast. See acast.com/privacy for more information.

2021 International Equity Outlook: Finding quality in a momentum-driven market

December 18, 2020 08:04 - 11 minutes - 27.2 MB

Portfolio manager David Souccar discusses where elevated speculation in parts of the market presents risks for investors, and opportunities for growth in both domestic and global European companies. Hosted on Acast. See acast.com/privacy for more information.

2021 Emerging Markets Equity Outlook: Opportunities from the bottom up

December 18, 2020 08:02 - 13 minutes - 31.2 MB

Portfolio Manager Jin Zhang focuses on companies poised for continued growth in the tech, financials and consumer staples sectors. Hosted on Acast. See acast.com/privacy for more information.

2021 US Equity Outlook: Growth opportunities for active investors

December 18, 2020 05:02 - 18 minutes - 42.1 MB

CIO Matthew Benkendorf discusses the tech and consumer staples sectors, the new US administration, and monetary and fiscal stimulus. Hosted on Acast. See acast.com/privacy for more information.

2021 Global Equity Outlook

November 25, 2020 19:57 - 46 minutes - 63.6 MB

Quality Growth CIO Matthew Benkendorf and Portfolio Managers Jin Zhang and David Souccar remain confident about market prospects for quality growth investors in the year ahead. They explore:   ·         A shift in investor focus from virus-induced disruptions to the pace of economic healing   ·         Pockets of risk and growth opportunities across global equity markets ·         Consumer behavior and increased competition in the tech sector   ·         The challenging backdrop faced...

4Q 2020 Global Equity Outlook

October 05, 2020 23:33 - 18 minutes - 25.8 MB

Portfolio manager Ramiz Chelat explores companies benefiting from the shift to work-from-home and e-commerce. Hosted on Acast. See acast.com/privacy for more information.

4Q 2020 Emerging Markets Equity Outlook

October 05, 2020 23:31 - 21 minutes - 29 MB

Portfolio manager Jin Zhang pays close attention to secular shifts that are accelerating or changes that may become permanent because of the pandemic. Hosted on Acast. See acast.com/privacy for more information.

4Q 2020 International Equity Outlook

October 05, 2020 23:30 - 12 minutes - 17.3 MB

Portfolio manager David Souccar talks about managing portfolio risk by finding a balance between aggressive and defensive sectors. Hosted on Acast. See acast.com/privacy for more information.

4Q 2020 US Equity Outlook

October 05, 2020 23:29 - 21 minutes - 28.9 MB

Matthew Benkendorf discusses the tech sector, valuations and the upcoming elections. Hosted on Acast. See acast.com/privacy for more information.

4Q 2020 European Equity Outlook

October 05, 2020 23:27 - 12 minutes - 16.6 MB

Portfolio manager Donny Kranson portends that investors can now choose from a diverse group of faster-growth, higher-quality companies in Europe. Hosted on Acast. See acast.com/privacy for more information.

4Q 2020 Asia Pacific Equity Outlook

October 05, 2020 23:27 - 18 minutes - 24.9 MB

Portfolio manager Brian Bandsma focuses on companies that rely on domestic consumer demand and are less impacted by international trade flows and geopolitics. Hosted on Acast. See acast.com/privacy for more information.

3Q 2020 Global Equity Outlook

July 02, 2020 14:50 - 22 minutes - 30.6 MB

Portfolio manager Ramiz Chelat discusses sectors and regions that may recover quicker and how to understand company valuations. Hosted on Acast. See acast.com/privacy for more information.

3Q 2020 Emerging Markets Equity Outlook

July 02, 2020 14:48 - 15 minutes - 10.4 MB

Portfolio manager Jin Zhang considers shifting supply chains and opportunities in Asia and Latin America, health care, consumer staples, and technology. Hosted on Acast. See acast.com/privacy for more information.

3Q 2020 International Equity Outlook

July 02, 2020 14:46 - 13 minutes - 30.4 MB

Portfolio manager David Souccar explores the right portfolio balance, and opportunities in luxury goods, entertainment, convenience stores and pharmaceuticals. Hosted on Acast. See acast.com/privacy for more information.

3Q 2020 US Equity Outlook

July 02, 2020 14:45 - 17 minutes - 23.7 MB

CIO Matthew Benkendorf discusses the backstop provided by monetary and fiscal stimulus and the importance of paying attention to valuations. Hosted on Acast. See acast.com/privacy for more information.

3Q 2020 European Equity Outlook

July 02, 2020 14:44 - 9 minutes - 6.76 MB

Portfolio manager Donny Kranson considers the effects of stimulus, Brexit negotiations and the potential for another market downturn. Hosted on Acast. See acast.com/privacy for more information.

3Q 2020 Asia Pacific Equity Outlook

July 02, 2020 14:43 - 19 minutes - 43.8 MB

Portfolio manager Brian Bandsma talks about the mixed response to COVID-19 in Asia Pacific markets, supply chain dynamics, and opportunities for investors. Hosted on Acast. See acast.com/privacy for more information.

2Q 2020 Global Equity Outlook

April 02, 2020 17:05 - 16 minutes - 22.1 MB

Portfolio manager Ramiz Chelat finds bright spots in areas such as med tech and software. For sectors that will have a longer recovery, like consumer discretionary and staples, differentiation is key. Companies with strong balance sheets will be poised to take market share from weaker rivals once the crisis is quelled. Hosted on Acast. See acast.com/privacy for more information.

2Q 2020 EM Equity Outlook

April 02, 2020 17:04 - 16 minutes - 22.9 MB

Portfolio manager Jin Zhang portends that now is a good time to allocate to emerging markets. Major EM countries can survive the short-term effects of a stronger dollar and have adhered to fiscal discipline. Jin anticipates resilience in e-commerce, online entertainment, IT services and memory chips. Hosted on Acast. See acast.com/privacy for more information.

2Q 2020 International Equity Outlook

April 02, 2020 17:03 - 16 minutes - 22.4 MB

Portfolio manager David Souccar discusses a focus on quality in times of turmoil, the importance of a strong balance sheet and opportunities to upgrade portfolios. Hosted on Acast. See acast.com/privacy for more information.

2Q 2020 US Equity Outlook

April 02, 2020 17:02 - 11 minutes - 15.5 MB

Portfolio manager Ed Walczak maintains that demand for consumer staples is intact over the long term, finds opportunity in companies that can benefit from lower oil prices, and believes that investors should assess whether portfolio holdings can withstand a protracted downturn. Hosted on Acast. See acast.com/privacy for more information.

2Q 2020 European Equity Outlook

April 02, 2020 17:01 - 14 minutes - 20.1 MB

Portfolio manager Donny Kranson talks about opportunities arising from indiscriminate sell-offs, how a company can survive the downturn, resilience in essential services, and acceleration of the shift to online retailing. Hosted on Acast. See acast.com/privacy for more information.

2Q 2020 Asia Pacific Equity Outlook

April 02, 2020 17:00 - 13 minutes - 18 MB

Portfolio manager Brian Bandsma maintains that e-commerce and IT infrastructure will be long-term beneficiaries of the shift to online activity. He discusses Chinese stimulus measures and how India and Indonesia can withstand the crisis. Hosted on Acast. See acast.com/privacy for more information.

1Q 2020 Global Equity Outlook

December 18, 2019 22:47 - 11 minutes - 15.8 MB

Portfolio Manager Ramiz Chelat seeks opportunities in e-commerce, industrials, med-tech, athleisure, cruise lines, and the SaaS (software as a service) space. Hosted on Acast. See acast.com/privacy for more information.

2020 Global Equity Outlook

December 18, 2019 22:47 - 11 minutes - 15.8 MB

Portfolio Manager Ramiz Chelat seeks opportunities in e-commerce, industrials, med-tech, athleisure, cruise lines, and the SaaS (software as a service) space. For information regarding your data privacy, visit Acast.com/privacy