Equity Research at Work

Portfolio Manager Jin Zhang discusses China’s real estate, consumer and industrials sectors, as well as supply chain disruptions in semiconductors. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:15:06

2Q2022 European Equity Outlook: Preparing for the unexpected with quality companies

Portfolio Manager Donny Kranson explores the impact of war and the energy crisis on consumer confidence in Europe, managing inflation and companies that are adjusting quickly to change. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:13:34

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. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:18:23

2Q2022 Emerging Markets Equity Outlook: Unique exposure at reduced valuations

Portfolio manager Ramiz Chelat regulation risk in China, impact of rising interest rates, managing inflation, and the opportunity Hosted on Acast. See acast.com/privacy for more information.

Duration:00:21:22

2Q 2022 International Equity Outlook: Volatility may amplify risks to earnings growth

Portfolio Manager David Souccar highlights rising energy prices, supply chain disruptions, inflation and companies exposed to Russia. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:15:46

2Q 2022 Global Equity Outlook: Continued volatility and increased risk of recession

CIO Matthew Benkendorf discusses supply chains, industrial activity, and consumer behavior as important drivers of economic growth, the impact of the US tightening cycle on emerging markets, and the possibility of recession at year end 2022 and into 2023. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:15:41

Q4 2021 Asia Pacific Equity Outlook

Portfolio Manager Jin Zhang focuses on China: policy goals, innovation, growth prospects and pitfalls to avoid. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:18:24

Q4 2021 European Equity Outlook

Portfolio Manager Donny Kranson explores monetary policy, inflation, the consumer staples and luxury segments, and upcoming elections. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:12:58

Q4 2021 International Equity Outlook

Portfolio Manager David Souccar discusses consumer staples, luxury, biotech and technology companies that cannot be replicated in the US. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:14:36

Q4 2021 US Equity Outlook

Portfolio manager Chul Chang discusses valuations, opportunities in technology and industrials, rising debt levels and ESG considerations. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:20:33

Q4 2021 Emerging Markets Equity Outlook

Portfolio manager Ramiz Chelat focuses on growth amid the regulatory landscape in China and explores EM companies that are increasing market share. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:21:18

Q4 2021 Global Equity Outlook

CIO Matthew Benkendorf explores risks in China, the consumer staples sector and the impact of inflation. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:14:47

Q3 2021 Asia Pacific Equity Outlook

Portfolio Manager Brian Bandsma discusses regulations in Chinese tech companies, inflation and valuations. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:13:24

Q3 2021 European Equity Outlook

Portfolio Manager Donny Kranson discusses the stimulus package, normalization after COVID, and the impact of inflation. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:11:58

3Q 2021 International Equity Outlook

Portfolio Manager David Souccar explores the risks of hedging inflation with cyclicals and commodities and how quality companies can withstand inflationary pressures. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:13:33

3Q 2021 US Equity Outlook

CIO Matthew Benkendorf discusses business models with pricing power that can defend against inflation. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:16:35

3Q 2021 Emerging Markets Equity Outlook

Portfolio manager Jin Zhang helps investors navigate Chinese and Latin American markets. Hosted on Acast. See acast.com/privacy for more information.

Duration:00:20:48

3Q 2021 Global Equity Outlook