Equity Research at Work

2021 Global Equity Outlook


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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


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Equity Research at WorkBy Vontobel

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