Advertise on podcast: Equity Research at Work

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Description

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. See acast.com/privacy for privacy and opt-out information.

Podcast episodes

Check latest episodes from Equity Research at Work podcast

2Q 2022 Asia Equity Outlook: Treading a rocky road

2022/04/20

Portfolio Manager Jin Zhang discusses China’s real estate, consumer and industrials sectors, as well as supply chain disruptions in semiconductors. See acast.com/privacy for privacy and opt-out information.

2Q2022 European Equity Outlook: Preparing for the unexpected with quality companies

2022/04/20

Portfolio 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. See acast.com/privacy for privacy and opt-out information.

2Q 2022 US Equity Outlook: Quality and pricing power can offset volatility and inflation

2022/04/20

Portfolio Managers Ed Walczak and Chul Chang highlight the future of tech companies, corporate profit margins, and supply chain reorganization. See acast.com/privacy for privacy and opt-out information.

2Q2022 Emerging Markets Equity Outlook: Unique exposure at reduced valuations

2022/04/20

Portfolio manager Ramiz Chelat regulation risk in China, impact of rising interest rates, managing inflation, and the opportunity See acast.com/privacy for privacy and opt-out information.

2Q 2022 International Equity Outlook: Volatility may amplify risks to earnings growth

2022/04/20

Portfolio Manager David Souccar highlights rising energy prices, supply chain disruptions, inflation and companies exposed to Russia. See acast.com/privacy for privacy and opt-out information.

2Q 2022 Global Equity Outlook: Continued volatility and increased risk of recession

2022/04/20

CIO 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. See acast.com/privacy for privacy and opt-out information.

Q4 2021 Asia Pacific Equity Outlook

2021/10/04

Portfolio Manager Jin Zhang focuses on China: policy goals, innovation, growth prospects and pitfalls to avoid. See acast.com/privacy for privacy and opt-out information.

Q4 2021 European Equity Outlook

2021/10/04

Portfolio Manager Donny Kranson explores monetary policy, inflation, the consumer staples and luxury segments, and upcoming elections. See acast.com/privacy for privacy and opt-out information.

Q4 2021 International Equity Outlook

2021/10/04

Portfolio Manager David Souccar discusses consumer staples, luxury, biotech and technology companies that cannot be replicated in the US. See acast.com/privacy for privacy and opt-out information.

Q4 2021 US Equity Outlook

2021/10/04

Portfolio manager Chul Chang discusses valuations, opportunities in technology and industrials, rising debt levels and ESG considerations. See acast.com/privacy for privacy and opt-out information.

Q4 2021 Emerging Markets Equity Outlook

2021/10/04

Portfolio manager Ramiz Chelat focuses on growth amid the regulatory landscape in China and explores EM companies that are increasing market share. See acast.com/privacy for privacy and opt-out information.

Q4 2021 Global Equity Outlook

2021/10/04

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 information.