Equity Research at Work: Recent Episodes
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 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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Portfolio Manager Jin Zhang discusses China’s real estate, consumer and industrials sectors, as well as supply chain disruptions in semiconductors.
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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.
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Portfolio Managers Ed Walczak and Chul Chang highlight the future of tech companies, corporate profit margins, and supply chain reorganization.
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Portfolio manager Ramiz Chelat regulation risk in China, impact of rising interest rates, managing inflation, and the opportunity
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Portfolio Manager David Souccar highlights rising energy prices, supply chain disruptions, inflation and companies exposed to Russia.
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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.
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Portfolio Manager Jin Zhang focuses on China: policy goals, innovation, growth prospects and pitfalls to avoid.
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Portfolio Manager Donny Kranson explores monetary policy, inflation, the consumer staples and luxury segments, and upcoming elections.
Portfolio Manager David Souccar discusses consumer staples, luxury, biotech and technology companies that cannot be replicated in the US.
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Portfolio manager Chul Chang discusses valuations, opportunities in technology and industrials, rising debt levels and ESG considerations.
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Portfolio manager Ramiz Chelat focuses on growth amid the regulatory landscape in China and explores EM companies that are increasing market share.
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CIO Matthew Benkendorf explores risks in China, the consumer staples sector and the impact of inflation.
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Portfolio Manager Brian Bandsma discusses regulations in Chinese tech companies, inflation and valuations.
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Portfolio Manager Donny Kranson discusses the stimulus package, normalization after COVID, and the impact of inflation.
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Portfolio Manager David Souccar explores the risks of hedging inflation with cyclicals and commodities and how quality companies can withstand inflationary pressures.
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CIO Matthew Benkendorf discusses business models with pricing power that can defend against inflation.
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Portfolio manager Jin Zhang helps investors navigate Chinese and Latin American markets.
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Portfolio manager Ramiz Chelat discusses valuations, structural growth trends, opportunities in semiconductors, and ESG.
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Portfolio Manager Brian Bandsma talks about semiconductors, regulation of tech companies in China, and India’s road to recovery.
Portfolio Manager Donny Kranson explores opportunities and risks post-Covid, the importance of pricing power, and why ESG matters.
Portfolio Manager David Souccar discusses valuations, how to protect against inflation, and areas of the market where investors should tread carefully.
CIO Matthew Benkendorf discusses challenges in the regulatory and business operating environment, specifically in the tech industry.
Portfolio manager Jin Zhang discusses EM businesses that are emerging from the pandemic in a position of strength.
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Portfolio manager Ramiz Chalet explores companies with pricing power that can manage well in an inflationary environment.
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Portfolio Manager Donny Kranson discusses how consumer-oriented companies navigated the pandemic and explores long-term shifts in consumption.
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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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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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Portfolio Manager Jin Zhang focuses on companies poised for continued growth in the tech, financials and consumer staples sectors.
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CIO Matthew Benkendorf discusses the tech and consumer staples sectors, the new US administration, and monetary and fiscal stimulus.
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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
Portfolio manager Ramiz Chelat explores companies benefiting from the shift to work-from-home and e-commerce.
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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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Portfolio manager David Souccar talks about managing portfolio risk by finding a balance between aggressive and defensive sectors.
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Matthew Benkendorf discusses the tech sector, valuations and the upcoming elections.
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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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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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Portfolio manager Ramiz Chelat discusses sectors and regions that may recover quicker and how to understand company valuations.
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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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Portfolio manager David Souccar explores the right portfolio balance, and opportunities in luxury goods, entertainment, convenience stores and pharmaceuticals.
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CIO Matthew Benkendorf discusses the backstop provided by monetary and fiscal stimulus and the importance of paying attention to valuations.
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Portfolio manager Donny Kranson considers the effects of stimulus, Brexit negotiations and the potential for another market downturn.
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Portfolio manager Brian Bandsma talks about the mixed response to COVID-19 in Asia Pacific markets, supply chain dynamics, and opportunities for investors.
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Portfolio manager Ramiz Chelat finds bright spots in areas such as med tech and software. For sectors that will have a longer recovery, like consumer discretionary and staples, differentiation is key. Companies with strong balance sheets will be poised to take market share from weaker rivals once the crisis is quelled.
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Portfolio manager Jin Zhang portends that now is a good time to allocate to emerging markets. Major EM countries can survive the short-term effects of a stronger dollar and have adhered to fiscal discipline. Jin anticipates resilience in e-commerce, online entertainment, IT services and memory chips.
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Portfolio manager David Souccar discusses a focus on quality in times of turmoil, the importance of a strong balance sheet and opportunities to upgrade portfolios.
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Portfolio manager Ed Walczak maintains that demand for consumer staples is intact over the long term, finds opportunity in companies that can benefit from lower oil prices, and believes that investors should assess whether portfolio holdings can withstand a protracted downturn.
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Portfolio manager Donny Kranson talks about opportunities arising from indiscriminate sell-offs, how a company can survive the downturn, resilience in essential services, and acceleration of the shift to online retailing.
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Portfolio manager Brian Bandsma maintains that e-commerce and IT infrastructure will be long-term beneficiaries of the shift to online activity. He discusses Chinese stimulus measures and how India and Indonesia can withstand the crisis.
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Portfolio Manager Ramiz Chelat seeks opportunities in e-commerce, industrials, med-tech, athleisure, cruise lines, and the SaaS (software as a service) space.
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Portfolio Manager Jin Zhang provides insights on changes in the global supply chain, long-term beneficiaries of the trade war, India’s growth prospects and Brazil’s path to reform.
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Portfolio Manager David Souccar talks about markets in 2019, long-term structural risks, performance over the cycle, investing in Japan, and international vs US exposure.
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CIO and Portfolio Manager Matthew Benkendorf discusses growth vs value investing, finding quality growth opportunities amid volatility and how to approach the markets in 2020.
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Portfolio Manager Donny Kranson talks about UK elections, fiscal stimulus, growth vs value investing, ESG issues and positioning for opportunities in 2020.
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Portfolio Manager Brian Bandsma discusses India’s slowdown, companies impacted by the trade dispute, redirection of global supply chains, and country rhetoric around trade and technology.
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Cheryl Gedvila, Client Portfolio Manager, interviews Brian Bandsma, Asia Pacific Equity Portfolio Manager. Brian talks about government regulation in China, the semiconductor industry, and the overall economic and fiscal health of the region.
Disclaimer: This recording is for information purposes only and nothing contained in this recording should constitute a solicitation, or offer, or recommendation, to buy or sell any investment instruments, to effect any transactions, or to conclude any legal act of any kind whatsoever. Except as permitted under applicable copyright laws, none of this information may be reproduced, adapted, uploaded to a third party, linked to, framed, performed in public, distributed or transmitted in any form by any process without the specific written consent of Vontobel Asset Management. To the maximum extent permitted by law, Vontobel will not be liable in any way for any loss or damage suffered by you through use or access to this information, or Vontobel’s failure to provide this information. Our liability for negligence, breach of contract or contravention of any law as a result of our failure to provide this information or any part of it, or for any problems with this information, which cannot be lawfully excluded, is limited, at our option and to the maximum extent permitted by law, to resupplying this information or any part of it to you, or to paying for the resupply of this information or any part of it to you. Keep in mind that past performance is not a reliable indicator of current or future performance and forecasts are inherently limited and should not be relied upon as an indicator of future performance.
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Cheryl Gedvila, Client Portfolio Manager, interviews Donny Kranson, European Equity Portfolio Manager. Donny explores Brexit, the German slowdown, the consumer staples, financials and industrials sectors, and how to achieve growth in a slowing Eurozone.
Disclaimer: This recording is for information purposes only and nothing contained in this recording should constitute a solicitation, or offer, or recommendation, to buy or sell any investment instruments, to effect any transactions, or to conclude any legal act of any kind whatsoever. Except as permitted under applicable copyright laws, none of this information may be reproduced, adapted, uploaded to a third party, linked to, framed, performed in public, distributed or transmitted in any form by any process without the specific written consent of Vontobel Asset Management. To the maximum extent permitted by law, Vontobel will not be liable in any way for any loss or damage suffered by you through use or access to this information, or Vontobel’s failure to provide this information. Our liability for negligence, breach of contract or contravention of any law as a result of our failure to provide this information or any part of it, or for any problems with this information, which cannot be lawfully excluded, is limited, at our option and to the maximum extent permitted by law, to resupplying this information or any part of it to you, or to paying for the resupply of this information or any part of it to you. Keep in mind that past performance is not a reliable indicator of current or future performance and forecasts are inherently limited and should not be relied upon as an indicator of future performance.
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Grant Bughman, Client Portfolio Manager, interviews Matthew Benkendorf, Chief Investment Officer and Portfolio Manager. Matt discusses the late stages of the cycle, the Fed, tail risks in China, regulation in US technology companies, and growth vs value investing.
Disclaimer: This recording is for information purposes only and nothing contained in this recording should constitute a solicitation, or offer, or recommendation, to buy or sell any investment instruments, to effect any transactions, or to conclude any legal act of any kind whatsoever. Except as permitted under applicable copyright laws, none of this information may be reproduced, adapted, uploaded to a third party, linked to, framed, performed in public, distributed or transmitted in any form by any process without the specific written consent of Vontobel Asset Management. To the maximum extent permitted by law, Vontobel will not be liable in any way for any loss or damage suffered by you through use or access to this information, or Vontobel’s failure to provide this information. Our liability for negligence, breach of contract or contravention of any law as a result of our failure to provide this information or any part of it, or for any problems with this information, which cannot be lawfully excluded, is limited, at our option and to the maximum extent permitted by law, to resupplying this information or any part of it to you, or to paying for the resupply of this information or any part of it to you. Keep in mind that past performance is not a reliable indicator of current or future performance and forecasts are inherently limited and should not be relied upon as an indicator of future performance.
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Ben Falcone, Head of Client Portfolio Manager Team, interviews David Souccar, International Equity Portfolio Manager. David talks about the limitations of monetary policy, equity market valuations, and how to think about emerging markets in light of macro risks.
Disclaimer: This recording is for information purposes only and nothing contained in this recording should constitute a solicitation, or offer, or recommendation, to buy or sell any investment instruments, to effect any transactions, or to conclude any legal act of any kind whatsoever. Except as permitted under applicable copyright laws, none of this information may be reproduced, adapted, uploaded to a third party, linked to, framed, performed in public, distributed or transmitted in any form by any process without the specific written consent of Vontobel Asset Management. To the maximum extent permitted by law, Vontobel will not be liable in any way for any loss or damage suffered by you through use or access to this information, or Vontobel’s failure to provide this information. Our liability for negligence, breach of contract or contravention of any law as a result of our failure to provide this information or any part of it, or for any problems with this information, which cannot be lawfully excluded, is limited, at our option and to the maximum extent permitted by law, to resupplying this information or any part of it to you, or to paying for the resupply of this information or any part of it to you. Keep in mind that past performance is not a reliable indicator of current or future performance and forecasts are inherently limited and should not be relied upon as an indicator of future performance.
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Ben Falcone, Head of Client Portfolio Manager Team, interviews Jin Zhang, Emerging Markets Equity Portfolio Manager. Jin provides insights on what to expect in India and China, trade redirections to Southeast Asia, and opportunities in Latin America.
Disclaimer: This recording is for information purposes only and nothing contained in this recording should constitute a solicitation, or offer, or recommendation, to buy or sell any investment instruments, to effect any transactions, or to conclude any legal act of any kind whatsoever. Except as permitted under applicable copyright laws, none of this information may be reproduced, adapted, uploaded to a third party, linked to, framed, performed in public, distributed or transmitted in any form by any process without the specific written consent of Vontobel Asset Management. To the maximum extent permitted by law, Vontobel will not be liable in any way for any loss or damage suffered by you through use or access to this information, or Vontobel’s failure to provide this information. Our liability for negligence, breach of contract or contravention of any law as a result of our failure to provide this information or any part of it, or for any problems with this information, which cannot be lawfully excluded, is limited, at our option and to the maximum extent permitted by law, to resupplying this information or any part of it to you, or to paying for the resupply of this information or any part of it to you. Keep in mind that past performance is not a reliable indicator of current or future performance and forecasts are inherently limited and should not be relied upon as an indicator of future performance.
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Douglas Bennett, Client Portfolio Manager, interviews Ramiz Chelat, Global Equity Portfolio Manager. Ramiz discusses the China slowdown, the impact of the trade war, opportunities in the industrials and health care sectors, and growth vs value investing.
Disclaimer: This recording is for information purposes only and nothing contained in this recording should constitute a solicitation, or offer, or recommendation, to buy or sell any investment instruments, to effect any transactions, or to conclude any legal act of any kind whatsoever. Except as permitted under applicable copyright laws, none of this information may be reproduced, adapted, uploaded to a third party, linked to, framed, performed in public, distributed or transmitted in any form by any process without the specific written consent of Vontobel Asset Management. To the maximum extent permitted by law, Vontobel will not be liable in any way for any loss or damage suffered by you through use or access to this information, or Vontobel’s failure to provide this information. Our liability for negligence, breach of contract or contravention of any law as a result of our failure to provide this information or any part of it, or for any problems with this information, which cannot be lawfully excluded, is limited, at our option and to the maximum extent permitted by law, to resupplying this information or any part of it to you, or to paying for the resupply of this information or any part of it to you. Keep in mind that past performance is not a reliable indicator of current or future performance and forecasts are inherently limited and should not be relied upon as an indicator of future performance.
See acast.com/privacy for privacy and opt-out information.