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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 by consumer staples companies
Hosted on Acast. See acast.com/privacy for more information.
By Vontobel5
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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 by consumer staples companies
Hosted on Acast. See acast.com/privacy for more information.