Latest Asia pacific equity Podcast Episodes
4Q 2020 Global Equity Outlook
Equity Research at Work - October 05, 2020 23:33 - 18 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - October 05, 2020 23:31 - 21 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - October 05, 2020 23:30 - 12 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - October 05, 2020 23:29 - 21 minutes ★★★★★ - 11 ratingsMatthew 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
Equity Research at Work - October 05, 2020 23:27 - 12 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - October 05, 2020 23:27 - 18 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - July 02, 2020 14:50 - 22 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - July 02, 2020 14:48 - 15 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - July 02, 2020 14:46 - 13 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - July 02, 2020 14:45 - 17 minutes ★★★★★ - 11 ratingsCIO 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
Equity Research at Work - July 02, 2020 14:44 - 9 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - July 02, 2020 14:43 - 19 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - April 02, 2020 17:05 - 16 minutes ★★★★★ - 11 ratingsPortfolio 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...
2Q 2020 EM Equity Outlook
Equity Research at Work - April 02, 2020 17:04 - 16 minutes ★★★★★ - 11 ratingsPortfolio 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 ch...
2Q 2020 International Equity Outlook
Equity Research at Work - April 02, 2020 17:03 - 16 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - April 02, 2020 17:02 - 11 minutes ★★★★★ - 11 ratingsPortfolio 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....
2Q 2020 European Equity Outlook
Equity Research at Work - April 02, 2020 17:01 - 14 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - April 02, 2020 17:00 - 13 minutes ★★★★★ - 11 ratingsPortfolio 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 informati...
1Q 2020 Global Equity Outlook
Equity Research at Work - December 18, 2019 22:47 - 11 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - December 18, 2019 22:47 - 11 minutes ★★★★★ - 11 ratingsPortfolio 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
1Q 2020 Emerging Markets Equity Outlook
Equity Research at Work - December 18, 2019 22:46 - 14 minutes ★★★★★ - 11 ratingsPortfolio Manager Jin Zhang provides insights on changes in the global supply chain, long-term beneficiaries of the trade war, India’s growth prospects and Brazil’s path to reform. Hosted on Acast. See acast.com/privacy for more information.
2020 Emerging Markets Equity Outlook
Equity Research at Work - December 18, 2019 22:46 - 14 minutes ★★★★★ - 11 ratingsPortfolio Manager Jin Zhang provides insights on changes in the global supply chain, long-term beneficiaries of the trade war, India’s growth prospects and Brazil’s path to reform. For information regarding your data privacy, visit Acast.com/privacy
1Q 2020 International Equity Outlook
Equity Research at Work - December 18, 2019 22:45 - 12 minutes ★★★★★ - 11 ratingsPortfolio Manager David Souccar talks about markets in 2019, long-term structural risks, performance over the cycle, investing in Japan, and international vs US exposure. Hosted on Acast. See acast.com/privacy for more information.
2020 International Equity Outlook
Equity Research at Work - December 18, 2019 22:45 - 12 minutes ★★★★★ - 11 ratingsPortfolio Manager David Souccar talks about markets in 2019, long-term structural risks, performance over the cycle, investing in Japan, and international vs US exposure. For information regarding your data privacy, visit Acast.com/privacy
1Q 2020 US Equity Outlook
Equity Research at Work - December 18, 2019 22:42 - 11 minutes ★★★★★ - 11 ratingsCIO and Portfolio Manager Matthew Benkendorf discusses growth vs value investing, finding quality growth opportunities amid volatility and how to approach the markets in 2020. Hosted on Acast. See acast.com/privacy for more information.
2020 US Equity Outlook
Equity Research at Work - December 18, 2019 22:42 - 11 minutes ★★★★★ - 11 ratingsCIO and Portfolio Manager Matthew Benkendorf discusses growth vs value investing, finding quality growth opportunities amid volatility and how to approach the markets in 2020. For information regarding your data privacy, visit Acast.com/privacy
2020 European Equity Outlook
Equity Research at Work - December 18, 2019 22:42 - 12 minutes ★★★★★ - 11 ratingsPortfolio Manager Donny Kranson talks about UK elections, fiscal stimulus, growth vs value investing, ESG issues and positioning for opportunities in 2020. For information regarding your data privacy, visit Acast.com/privacy
1Q 2020 European Equity Outlook
Equity Research at Work - December 18, 2019 22:42 - 12 minutes ★★★★★ - 11 ratingsPortfolio Manager Donny Kranson talks about UK elections, fiscal stimulus, growth vs value investing, ESG issues and positioning for opportunities in 2020. Hosted on Acast. See acast.com/privacy for more information.
1Q 2020 Asia Pacific Equity Outlook
Equity Research at Work - December 18, 2019 22:42 - 12 minutes ★★★★★ - 11 ratingsPortfolio Manager Brian Bandsma discusses India’s slowdown, companies impacted by the trade dispute, redirection of global supply chains, and country rhetoric around trade and technology. Hosted on Acast. See acast.com/privacy for more information.
2020 Asia Pacific Equity Outlook
Equity Research at Work - December 18, 2019 22:42 - 12 minutes ★★★★★ - 11 ratingsPortfolio Manager Brian Bandsma discusses India’s slowdown, companies impacted by the trade dispute, redirection of global supply chains, and country rhetoric around trade and technology. For information regarding your data privacy, visit Acast.com/privacy
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