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 | Listen | 18 min Apr 14 2022 by Chul Chang Edwin Walczak Grant Bughman

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

Portfolio Managers Ed Walczak and Chul Chang highlight the future of tech companies, corporate profit margins, and supply chain reorganization.

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Quality Growth Boutique

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Outlook | Listen | 15 min Apr 14 2022 by Jin Zhang Cheryl Gedvila

2Q 2022 Asia Equity Outlook: Treading a rocky road

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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Quality Growth Boutique

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Outlook | Listen | 21 min Apr 14 2022 by Ramiz Chelat Ben Falcone

2Q 2022 Emerging Markets Equity Outlook: Unique exposure at reduced valuations

Portfolio manager Ramiz Chelat discusses regulatory risk in China, the impact of rising interest rates, and how to manage inflation.

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