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 | 20 min Oct 07 2021 by Chul Chang

4Q 2021 US Equity Outlook: Focus on Fundamentals Amid Rising Uncertainty

Portfolio Manager Chul Chang discusses valuations, opportunities in technology and industrials, rising debt levels and ESG considerations.

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Quality Growth Boutique

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Outlook | Listen | 14 min Oct 07 2021 by David Souccar

4Q 2021 International Equity Outlook: Exposure to Strong Companies

Portfolio Manager David Souccar discusses consumer staples, luxury, biotech and technology companies that cannot be replicated in the US.

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Quality Growth Boutique

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Outlook | Listen | 18 min Oct 07 2021 by Jin Zhang

4Q 2021 Asia Pacific Equity Outlook: Understanding Regulatory Change

Portfolio Manager Jin Zhang focuses on China: policy goals, innovation, growth prospects and pitfalls to avoid.

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Quality Growth Boutique

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Outlook | Listen | 21 min Oct 07 2021 by Ramiz Chelat

4Q 2021 Emerging Markets Equity Outlook: Helping to Identify Underappreciated Potential

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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Quality Growth Boutique

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Outlook | Listen | 14 min Oct 04 2021 by Matthew Benkendorf

4Q 2021 Global Equity Outlook: Positioning for the Upside, Protecting Against the Downside

CIO Matthew Benkendorf explores risks in China, the consumer staples sector and the impact of inflation.

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Quality Growth Boutique

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Outlook | Listen | 12 min Oct 04 2021 by Daniel Kranson

4Q 2021 European Equity Outlook: Reasons for Optimism

Portfolio Manager Donny Kranson discusses monetary policy, inflation, the consumer staples and luxury segments, and upcoming elections.

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Quality Growth Boutique

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Outlook | Read | 2 min 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 | Read | 1 min 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 | Read | 2 min 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 | Read | 2 min 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 | Read | 1 min 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 | Read | 2 min 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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