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 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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Quality Growth Boutique

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Outlook Dec 21 2020 by Daniel Kranson Cheryl Gedvila

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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Quality Growth Boutique

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Outlook Dec 21 2020 by Matthew Benkendorf Ben Falcone

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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Quality Growth Boutique

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Outlook Dec 21 2020 by David Souccar Ben Falcone

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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Quality Growth Boutique

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Outlook Oct 01 2020 by Jin Zhang Ben Falcone

4Q 2020 Emerging Markets Equity Outlook: Emerging Stronger From the Crisis

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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Quality Growth Boutique

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Outlook Oct 01 2020 by Daniel Kranson Cheryl Gedvila

4Q 2020 Europe Equity Outlook: Growth Resumes, Slowly But Surely

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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Quality Growth Boutique

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Outlook Oct 01 2020 by Matthew Benkendorf Grant Bughman

4Q 2020 US Equity Outlook: Navigating Macro Uncertainty With Bottom-up Stock Selection

CIO Matthew Benkendorf discusses the tech sector, valuations and the upcoming elections.

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