Equity Research at Work | Vontobel Asset Management

Vontobel Asset Management’s Quality Growth Boutique research team provides 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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Quality Growth Boutique

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Outlook Jul 06 2021 by Ramiz Chelat

3Q 2021 Global Equity Outlook: Fundamental Growth Drivers Continue

Portfolio manager Ramiz Chelat discusses valuations, structural growth trends, opportunities in semiconductors, and ESG.

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Quality Growth Boutique

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Outlook Jul 06 2021 by Jin Zhang

3Q 2021 Emerging Markets Equity Outlook: Navigating Inflation Risk and Focusing on Sustainability

Portfolio manager Jin Zhang addresses inflationary pressures and helps investors navigate Chinese and Latin American markets.

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Quality Growth Boutique

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Outlook Jul 06 2021 by Brian Bandsma

3Q 2021 Asia Pacific Equity Outlook: Finding Growth Between the Extremes

Portfolio Manager Brian Bandsma discusses regulations in Chinese tech companies, inflation and valuations.

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Quality Growth Boutique

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Outlook Jul 06 2021 by Daniel Kranson

3Q 2021 European Equity Outlook: Increased Earnings Potential as Europe Rebounds

Portfolio Manager Donny Kranson discusses the stimulus package, normalization after COVID, and the impact of inflation.

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Quality Growth Boutique

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Outlook Jul 06 2021 by Matthew Benkendorf

3Q 2021 US Equity Outlook: Hedging Inflation with Quality

CIO Matthew Benkendorf discusses business models with pricing power that can defend against inflation.

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Quality Growth Boutique

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Outlook Apr 08 2021 by Brian Bandsma

2Q 2021 Asia Pacific Equity Outlook: Finding Reasonably Valued Opportunities Across the Region

Portfolio Manager Brian Bandsma discusses semiconductors, regulation of tech companies in China, and India’s road to recovery.

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Quality Growth Boutique

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Outlook Apr 08 2021 by Matthew Benkendorf

2Q 2021 US Equity Outlook: Diverse opportunities as markets normalize

CIO Matthew Benkendorf discusses challenges in the regulatory and business operating environment, specifically in the tech industry.

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Quality Growth Boutique

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Outlook Apr 08 2021 by David Souccar

2Q 2021 International Equity Outlook: Balancing Growth, Sensible Prices and Risk

Portfolio Manager David Souccar discusses valuations, how to protect against inflation, and areas of the market where investors should tread carefully.

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Quality Growth Boutique

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Outlook Apr 08 2021 by Ramiz Chelat

2Q 2021 Global Equity Outlook: A Quality Focus Amid a ‘Return to Normal’

Portfolio manager Ramiz Chalet explores companies with pricing power that can manage well in an inflationary environment

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Quality Growth Boutique

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Outlook Apr 08 2021 by Daniel Kranson

2Q 2021 European Equity Outlook: Poised for the Future as Europe Gets Back on Track

Portfolio Manager Donny Kranson discusses opportunities and risks post-Covid, the importance of pricing power, and why ESG matters.

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Quality Growth Boutique

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Outlook Apr 08 2021 by Jin Zhang

2Q 2021 Emerging Markets Equity Outlook: Stock Selection is Critical in an Uneven Recovery

Portfolio manager Jin Zhang discusses EM businesses that are emerging from the pandemic in a position of strength

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Quality Growth Boutique

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Outlook Dec 21 2020 by Jin Zhang Ben Falcone

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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