Sign up to save your podcasts
Or
Share Equity Research at Work
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Equity Research at Work
Equity Research at Work episodes
- 2Q 2022 Asia Equity Outlook: Treading a rocky roadPortfolio 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.
16 min - 2Q2022 European Equity Outlook: Preparing for the unexpected with quality companiesPortfolio 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.
14 min - 2Q 2022 US Equity Outlook: Quality and pricing power can offset volatility and inflationPortfolio 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.
19 min - 2Q2022 Emerging Markets Equity Outlook: Unique exposure at reduced valuationsPortfolio 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.
22 min - 2Q 2022 International Equity Outlook: Volatility may amplify risks to earnings growthPortfolio 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.
16 min - 2Q 2022 Global Equity Outlook: Continued volatility and increased risk of recessionCIO 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 for more information.
16 min - Q4 2021 Asia Pacific Equity OutlookPortfolio 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.
19 min - Q4 2021 European Equity Outlook
Portfolio 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.
13 min - Q4 2021 International Equity OutlookPortfolio 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.
15 min - Q4 2021 US Equity OutlookPortfolio 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.
21 min
About Equity Research at Work
From the publisher's feed
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.
Hosted on Acast. See acast.com/privacy for more information.