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

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. See acast.com/privacy for privacy and opt-out information.

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

Portfolio manager Ramiz Chelat regulation risk in China, impact of rising interest rates, managing inflation, and the opportunity   See acast.com/privacy for privacy and opt-out information.

Portfolio Manager David Souccar highlights rising energy prices, supply chain disruptions, inflation and companies exposed to Russia. See acast.com/privacy for privacy and opt-out information.

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. See acast.com/privacy for privacy and opt-out information.

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

Portfolio Manager Donny Kranson explores monetary policy, inflation, the consumer staples and luxury segments, and upcoming elections. See acast.com/privacy for privacy and opt-out information.

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

Portfolio manager Chul Chang discusses valuations, opportunities in technology and industrials, rising debt levels and ESG considerations. See acast.com/privacy for privacy and opt-out information.

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

CIO Matthew Benkendorf explores risks in China, the consumer staples sector and the impact of inflation. See acast.com/privacy for privacy and opt-out information.

Portfolio Manager Brian Bandsma discusses regulations in Chinese tech companies, inflation and valuations. See acast.com/privacy for privacy and opt-out information.

Portfolio Manager Donny Kranson discusses the stimulus package, normalization after COVID, and the impact of inflation. See acast.com/privacy for privacy and opt-out information.

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

CIO Matthew Benkendorf discusses business models with pricing power that can defend against inflation.  See acast.com/privacy for privacy and opt-out information.

Portfolio manager Jin Zhang helps investors navigate Chinese and Latin American markets. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Ramiz Chelat discusses valuations, structural growth trends, opportunities in semiconductors, and ESG. See acast.com/privacy for privacy and opt-out information.

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

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

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

CIO Matthew Benkendorf discusses challenges in the regulatory and business operating environment, specifically in the tech industry.   See acast.com/privacy for privacy and opt-out information.

Portfolio manager Jin Zhang discusses EM businesses that are emerging from the pandemic in a position of strength. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Ramiz Chalet explores companies with pricing power that can manage well in an inflationary environment. See acast.com/privacy for privacy and opt-out information.