Equity Research at Work

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.

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.

Quality Growth Boutique

Outlook Oct 01 2020 by Ramiz Chelat Douglas Bennett

4Q 2020 Global Equity Outlook: Identifying Long-Term Beneficiaries of Structural Shifts

Portfolio Manager Ramiz Chelat explores companies benefiting from the shift to work-from-home and e-commerce.

Quality Growth Boutique

Outlook Oct 01 2020 by David Souccar Ben Falcone Rob Hansen

4Q 2020 International Equity Outlook: Opportunities in Unique Businesses Around the World

Portfolio Manager David Souccar talks about managing portfolio risk by finding a balance between aggressive and defensive sectors.

Quality Growth Boutique

Outlook Oct 01 2020 by Brian Bandsma Cheryl Gedvila

4Q 2020 Asia Pacific Equity Outlook: A Focus on Domestic Drivers Amid Geopolitical Uncertainty

Portfolio Manager Brian Bandsma focuses on companies that rely on domestic consumer demand and are less impacted by international trade flows and geopolitics.

Quality Growth Boutique

Outlook Jun 30 2020 by Ramiz Chelat Douglas Bennett

3Q 2020 Global Equity Outlook: Poised for recovery, but choose carefully

Ramiz Chelat discusses sectors and regions that may recover quicker and how to understand company valuations.

Quality Growth Boutique

Outlook Jun 30 2020 by Jin Zhang Ben Falcone

3Q 2020 Emerging Markets Equity Outlook: Crisis leads to innovation

Jin Zhang discusses the emerging markets rebound, opportunities in Asia and Latin America, health care, consumer staples, and technology, and shifting supply chains.

Quality Growth Boutique

Outlook Jun 30 2020 by Daniel Kranson Cheryl Gedvila

3Q 2020 European Equity Outlook: Opportunities and risks as Europe re-opens for business

Donny Kranson considers the rebound in European markets, the effects of stimulus, Brexit negotiations and the potential for another market downturn.

Quality Growth Boutique

Outlook Jun 30 2020 by Brian Bandsma Cheryl Gedvila

3Q 2020 Asia Pacific Equity Outlook: Navigating the market rebound

Brian Bandsma talks about the rebound in Asia Pacific markets and the mixed response to COVID-19, as well as supply chain dynamics, and opportunities for investors.

Quality Growth Boutique

Outlook Jun 30 2020 by David Souccar Ben Falcone

3Q 2020 International Equity Outlook: Striking the right balance in an uncertain environment

David Souccar talks about finding the right portfolio balance, and opportunities in luxury goods, entertainment, convenience stores and pharmaceuticals.

Quality Growth Boutique

Outlook Jun 30 2020 by Matthew Benkendorf Grant Bughman

3Q 2020 US Equity Outlook: Drilling down into quality amid the rebound

Matthew Benkendorf discusses the backstop provided by monetary and fiscal stimulus and the importance of paying attention to valuations.

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Podcast exploring dynamics in emerging and developed equity markets.

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

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

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

4Q 2020 Global Equity Outlook: Identifying Long-Term Beneficiaries of Structural Shifts

4Q 2020 International Equity Outlook: Opportunities in Unique Businesses Around the World

4Q 2020 Asia Pacific Equity Outlook: A Focus on Domestic Drivers Amid Geopolitical Uncertainty

3Q 2020 Global Equity Outlook: Poised for recovery, but choose carefully

3Q 2020 Emerging Markets Equity Outlook: Crisis leads to innovation

3Q 2020 European Equity Outlook: Opportunities and risks as Europe re-opens for business

3Q 2020 Asia Pacific Equity Outlook: Navigating the market rebound

3Q 2020 International Equity Outlook: Striking the right balance in an uncertain environment

3Q 2020 US Equity Outlook: Drilling down into quality amid the rebound