36 episodes

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.
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Equity Research at Wor‪k‬ Vontobel

    • Investing
    • 5.0 • 11 Ratings

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.

    2021 European Equity Outlook: An expanding set of quality growth companies

    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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    • 11 min
    2021 Asia Pacific Equity Outlook: Finding quality in an accelerating recovery

    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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    • 20 min
    2021 International Equity Outlook: Finding quality in a momentum-driven market

    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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    • 11 min
    2021 Emerging Markets Equity Outlook: Opportunities from the bottom up

    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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    • 13 min
    2021 US Equity Outlook: Growth opportunities for active investors

    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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    • 18 min
    2021 Global Equity Outlook

    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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    • 46 min

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11 Ratings

11 Ratings

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