Latest Us equity Podcast Episodes
2Q 2022 Asia Equity Outlook: Treading a rocky road
Equity Research at Work - April 20, 2022 19:57 - 15 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - April 20, 2022 19:56 - 13 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - April 20, 2022 19:55 - 18 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - April 20, 2022 19:54 - 21 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - April 20, 2022 19:52 - 15 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - April 20, 2022 19:51 - 15 minutes ★★★★★ - 11 ratingsCIO 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 ...
Q4 2021 Asia Pacific Equity Outlook
Equity Research at Work - October 04, 2021 13:21 - 18 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - October 04, 2021 13:19 - 12 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - October 04, 2021 13:17 - 14 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - October 04, 2021 13:15 - 20 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - October 04, 2021 13:13 - 21 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - October 04, 2021 13:11 - 14 minutes ★★★★★ - 11 ratingsCIO 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
Equity Research at Work - July 02, 2021 13:28 - 13 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - July 02, 2021 13:28 - 11 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - July 02, 2021 13:27 - 13 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - July 02, 2021 13:27 - 16 minutes ★★★★★ - 11 ratingsCIO 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
Equity Research at Work - July 02, 2021 13:26 - 20 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - July 02, 2021 13:25 - 17 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - April 06, 2021 07:10 - 13 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - April 06, 2021 07:09 - 9 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - April 06, 2021 07:08 - 14 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - April 06, 2021 07:07 - 16 minutes ★★★★★ - 11 ratingsCIO 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
Equity Research at Work - April 06, 2021 07:06 - 17 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - April 06, 2021 07:05 - 17 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - December 18, 2020 08:06 - 11 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - December 18, 2020 08:05 - 20 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - December 18, 2020 08:04 - 11 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - December 18, 2020 08:02 - 13 minutes ★★★★★ - 11 ratingsPortfolio 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
Equity Research at Work - December 18, 2020 05:02 - 18 minutes ★★★★★ - 11 ratingsCIO 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
Equity Research at Work - November 25, 2020 19:57 - 46 minutes ★★★★★ - 11 ratingsQuality 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 ...
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