60 episodes
Equity Research at Work Vontobel
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- Business
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5.0 • 11 Ratings
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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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2Q 2022 Asia Equity Outlook: Treading a rocky road
Portfolio Manager Jin Zhang discusses China’s real estate, consumer and industrials sectors, as well as supply chain disruptions in semiconductors.
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2Q2022 European Equity Outlook: Preparing for the unexpected with quality companies
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.
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2Q 2022 US Equity Outlook: Quality and pricing power can offset volatility and inflation
Portfolio Managers Ed Walczak and Chul Chang highlight the future of tech companies, corporate profit margins, and supply chain reorganization.
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2Q2022 Emerging Markets Equity Outlook: Unique exposure at reduced valuations
Portfolio manager Ramiz Chelat regulation risk in China, impact of rising interest rates, managing inflation, and the opportunity
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2Q 2022 International Equity Outlook: Volatility may amplify risks to earnings growth
Portfolio Manager David Souccar highlights rising energy prices, supply chain disruptions, inflation and companies exposed to Russia.
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2Q 2022 Global Equity Outlook: Continued volatility and increased risk of recession
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.
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