Q4 2021 Asia Pacific Equity Outlook
Portfolio Manager Jin Zhang focuses on China: policy goals, innovation, growth prospects and pitfalls to avoid. See acast.com/privacy for privacy and ...
Equity Research at Work
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About
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.
Q4 2021 European Equity Outlook
Portfolio Manager Donny Kranson explores monetary policy, inflation, the consumer staples and luxury segments, and upcoming elections. See acast.com/p...
Q4 2021 International Equity Outlook
Portfolio Manager David Souccar discusses consumer staples, luxury, biotech and technology companies that cannot be replicated in the US. See acast.co...
Q4 2021 US Equity Outlook
Portfolio manager Chul Chang discusses valuations, opportunities in technology and industrials, rising debt levels and ESG considerations. See acast.c...
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. Se...
Q4 2021 Global Equity Outlook
CIO Matthew Benkendorf explores risks in China, the consumer staples sector and the impact of inflation. See acast.com/privacy for privacy and opt-out...
Q3 2021 Asia Pacific Equity Outlook
Portfolio Manager Brian Bandsma discusses regulations in Chinese tech companies, inflation and valuations. See acast.com/privacy for privacy and opt-o...
Q3 2021 European Equity Outlook
Portfolio Manager Donny Kranson discusses the stimulus package, normalization after COVID, and the impact of inflation. See acast.com/privacy for priv...
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 inflati...
3Q 2021 US Equity Outlook
CIO Matthew Benkendorf discusses business models with pricing power that can defend against inflation. See acast.com/privacy for privacy and opt-out ...