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 05, 2020 4Q 2020 Global Equity Outlook
Portfolio manager Ramiz Chelat explores companies benefiting from the shift to work-from-home and e-commerce.
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19min
October 05, 2020 4Q 2020 Emerging Markets Equity Outlook
Portfolio manager Jin Zhang pays close attention to secular shifts that are accelerating or changes that may become permanent because of the pandemic.
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22min
October 05, 2020 4Q 2020 International Equity Outlook
Portfolio manager David Souccar talks about managing portfolio risk by finding a balance between aggressive and defensive sectors.
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13min
October 05, 2020 4Q 2020 US Equity Outlook
Matthew Benkendorf discusses the tech sector, valuations and the upcoming elections.
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...more
22min
October 05, 2020 4Q 2020 European Equity Outlook
Portfolio manager Donny Kranson portends that investors can now choose from a diverse group of faster-growth, higher-quality companies in Europe.
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13min
October 05, 2020 4Q 2020 Asia Pacific Equity Outlook
Portfolio manager Brian Bandsma focuses on companies that rely on domestic consumer demand and are less impacted by international trade flows and geopolitics.
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...more
19min
July 02, 2020 3Q 2020 Global Equity Outlook
Portfolio manager Ramiz Chelat discusses sectors and regions that may recover quicker and how to understand company valuations.
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...more
23min
July 02, 2020 3Q 2020 Emerging Markets Equity Outlook
Portfolio manager Jin Zhang considers shifting supply chains and opportunities in Asia and Latin America, health care, consumer staples, and technology.
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...more
16min
July 02, 2020 3Q 2020 International Equity Outlook
Portfolio manager David Souccar explores the right portfolio balance, and opportunities in luxury goods, entertainment, convenience stores and pharmaceuticals.
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...more
14min
July 02, 2020 3Q 2020 US Equity Outlook
CIO Matthew Benkendorf discusses the backstop provided by monetary and fiscal stimulus and the importance of paying attention to valuations.
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...more
18min

FAQs about Equity Research at Work:

How many episodes does Equity Research at Work have?

The podcast currently has 60 episodes available.