Equity Research at Work

By Vontobel

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 ... more

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FAQs about Equity Research at Work:

How many episodes does Equity Research at Work have?

The podcast currently has 60 episodes available.

Equity Research at Work episodes:

October 04, 2021 Q4 2021 Emerging Markets Equity Outlook
Portfolio manager Ramiz Chelat focuses on growth amid the regulatory landscape in China and explores EM companies that are increasing market share.
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22min
October 04, 2021 Q4 2021 Global Equity Outlook
CIO Matthew Benkendorf explores risks in China, the consumer staples sector and the impact of inflation.
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...more
15min
July 02, 2021 Q3 2021 Asia Pacific Equity Outlook
Portfolio Manager Brian Bandsma discusses regulations in Chinese tech companies, inflation and valuations.
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14min
July 02, 2021 Q3 2021 European Equity Outlook
Portfolio Manager Donny Kranson discusses the stimulus package, normalization after COVID, and the impact of inflation.
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...more
12min
July 02, 2021 3Q 2021 International Equity Outlook
Portfolio Manager David Souccar explores the risks of hedging inflation with cyclicals and commodities and how quality companies can withstand inflationary pressures.
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...more
14min
July 02, 2021 3Q 2021 US Equity Outlook
CIO Matthew Benkendorf discusses business models with pricing power that can defend against inflation.
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...more
17min
July 02, 2021 3Q 2021 Emerging Markets Equity Outlook
Portfolio manager Jin Zhang helps investors navigate Chinese and Latin American markets.
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21min
July 02, 2021 3Q 2021 Global Equity Outlook
Portfolio manager Ramiz Chelat discusses valuations, structural growth trends, opportunities in semiconductors, and ESG.
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...more
18min
April 06, 2021 2Q 2021 Asia Pacific Equity Outlook
Portfolio Manager Brian Bandsma talks about semiconductors, regulation of tech companies in China, and India’s road to recovery.

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...more
14min
April 06, 2021 2Q 2021 European Equity Outlook
Portfolio Manager Donny Kranson explores opportunities and risks post-Covid, the importance of pricing power, and why ESG matters.

Hosted on Acast. See acast.com/privacy for more information.
...more
10min

FAQs about Equity Research at Work:

How many episodes does Equity Research at Work have?

The podcast currently has 60 episodes available.