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:

April 06, 2021 2Q 2021 International Equity Outlook
Portfolio Manager David Souccar discusses valuations, how to protect against inflation, and areas of the market where investors should tread carefully.

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15min
April 06, 2021 2Q 2021 US Equity Outlook
CIO Matthew Benkendorf discusses challenges in the regulatory and business operating environment, specifically in the tech industry.

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17min
April 06, 2021 2Q 2021 Emerging Markets Equity Outlook
Portfolio manager Jin Zhang discusses EM businesses that are emerging from the pandemic in a position of strength.
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18min
April 06, 2021 2Q 2021 Global Equity Outlook
Portfolio manager Ramiz Chalet explores companies with pricing power that can manage well in an inflationary environment.
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18min
December 18, 2020 2021 European Equity Outlook: An expanding set of quality growth companies
Portfolio Manager Donny Kranson discusses how consumer-oriented companies navigated the pandemic and explores long-term shifts in consumption.
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12min
December 18, 2020 2021 Asia Pacific Equity Outlook: Finding quality in an accelerating recovery
Portfolio Manager Brian Bandsma, discusses fintech in China, the Regional Comprehensive Economic Partnership, the rally in financials stocks, and portends that the economic recovery will vary by country in the region.
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21min
December 18, 2020 2021 International Equity Outlook: Finding quality in a momentum-driven market
Portfolio manager David Souccar discusses where elevated speculation in parts of the market presents risks for investors, and opportunities for growth in both domestic and global European companies.
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12min
December 18, 2020 2021 Emerging Markets Equity Outlook: Opportunities from the bottom up
Portfolio Manager Jin Zhang focuses on companies poised for continued growth in the tech, financials and consumer staples sectors.
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14min
December 18, 2020 2021 US Equity Outlook: Growth opportunities for active investors
CIO Matthew Benkendorf discusses the tech and consumer staples sectors, the new US administration, and monetary and fiscal stimulus.
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19min
November 25, 2020 2021 Global Equity Outlook
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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47min

FAQs about Equity Research at Work:

How many episodes does Equity Research at Work have?

The podcast currently has 60 episodes available.