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. See acast.com/privacy for privacy and opt-out information.

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. See acast.com/privacy for privacy and opt-out information.

Portfolio Managers Ed Walczak and Chul Chang highlight the future of tech companies, corporate profit margins, and supply chain reorganization. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Ramiz Chelat regulation risk in China, impact of rising interest rates, managing inflation, and the opportunity See acast.com/privacy for privacy and opt-out information.

Portfolio Manager David Souccar highlights rising energy prices, supply chain disruptions, inflation and companies exposed to Russia. See acast.com/privacy for privacy and opt-out information.

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. See acast.com/privacy for privacy and opt-out information.

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

Portfolio Manager Donny Kranson explores monetary policy, inflation, the consumer staples and luxury segments, and upcoming elections. See acast.com/privacy for privacy and opt-out information.

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

Portfolio manager Chul Chang discusses valuations, opportunities in technology and industrials, rising debt levels and ESG considerations. See acast.com/privacy for privacy and opt-out information.

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

CIO Matthew Benkendorf explores risks in China, the consumer staples sector and the impact of inflation. See acast.com/privacy for privacy and opt-out information.

Portfolio Manager Brian Bandsma discusses regulations in Chinese tech companies, inflation and valuations. See acast.com/privacy for privacy and opt-out information.

Portfolio Manager Donny Kranson discusses the stimulus package, normalization after COVID, and the impact of inflation. See acast.com/privacy for privacy and opt-out information.

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

CIO Matthew Benkendorf discusses business models with pricing power that can defend against inflation. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Jin Zhang helps investors navigate Chinese and Latin American markets. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Ramiz Chelat discusses valuations, structural growth trends, opportunities in semiconductors, and ESG. See acast.com/privacy for privacy and opt-out information.

Portfolio Manager Brian Bandsma talks about semiconductors, regulation of tech companies in China, and India’s road to recovery. See acast.com/privacy for privacy and opt-out information.

Portfolio Manager Donny Kranson explores opportunities and risks post-Covid, the importance of pricing power, and why ESG matters. See acast.com/privacy for privacy and opt-out information.

Portfolio Manager David Souccar discusses valuations, how to protect against inflation, and areas of the market where investors should tread carefully. See acast.com/privacy for privacy and opt-out information.

CIO Matthew Benkendorf discusses challenges in the regulatory and business operating environment, specifically in the tech industry. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Jin Zhang discusses EM businesses that are emerging from the pandemic in a position of strength. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Ramiz Chalet explores companies with pricing power that can manage well in an inflationary environment. See acast.com/privacy for privacy and opt-out information.

Portfolio Manager Donny Kranson discusses how consumer-oriented companies navigated the pandemic and explores long-term shifts in consumption. See acast.com/privacy for privacy and opt-out information.

Portfolio Manager Brian Bandsma, discusses fintech in China, the Regional Comprehensive Economic Partnership, the rally in financials stocks, and portends that the economic recovery will vary by country in the region. See acast.com/privacy for privacy and opt-out information.

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. See acast.com/privacy for privacy and opt-out information.

Portfolio Manager Jin Zhang focuses on companies poised for continued growth in the tech, financials and consumer staples sectors. See acast.com/privacy for privacy and opt-out information.

CIO Matthew Benkendorf discusses the tech and consumer staples sectors, the new US administration, and monetary and fiscal stimulus. See acast.com/privacy for privacy and opt-out information.

Quality Growth CIO Matthew Benkendorf and Portfolio Managers Jin Zhang and David Souccar remain confident about market prospects for quality growth investors in the year ahead. They explore: · A shift in investor focus from virus-induced disruptions to the pace of economic healing · Pockets of risk and growth opportunities across global equity markets· Consumer behavior and increased competition in the tech sector · The challenging backdrop faced by consumer staples companies See acast.com/privacy for privacy and opt-out information.

Portfolio manager Ramiz Chelat explores companies benefiting from the shift to work-from-home and e-commerce. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Jin Zhang pays close attention to secular shifts that are accelerating or changes that may become permanent because of the pandemic. See acast.com/privacy for privacy and opt-out information.

Portfolio manager David Souccar talks about managing portfolio risk by finding a balance between aggressive and defensive sectors. See acast.com/privacy for privacy and opt-out information.

Matthew Benkendorf discusses the tech sector, valuations and the upcoming elections. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Donny Kranson portends that investors can now choose from a diverse group of faster-growth, higher-quality companies in Europe. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Brian Bandsma focuses on companies that rely on domestic consumer demand and are less impacted by international trade flows and geopolitics. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Ramiz Chelat discusses sectors and regions that may recover quicker and how to understand company valuations. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Jin Zhang considers shifting supply chains and opportunities in Asia and Latin America, health care, consumer staples, and technology. See acast.com/privacy for privacy and opt-out information.

Portfolio manager David Souccar explores the right portfolio balance, and opportunities in luxury goods, entertainment, convenience stores and pharmaceuticals. See acast.com/privacy for privacy and opt-out information.

CIO Matthew Benkendorf discusses the backstop provided by monetary and fiscal stimulus and the importance of paying attention to valuations. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Donny Kranson considers the effects of stimulus, Brexit negotiations and the potential for another market downturn. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Brian Bandsma talks about the mixed response to COVID-19 in Asia Pacific markets, supply chain dynamics, and opportunities for investors. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Ramiz Chelat finds bright spots in areas such as med tech and software. For sectors that will have a longer recovery, like consumer discretionary and staples, differentiation is key. Companies with strong balance sheets will be poised to take market share from weaker rivals once the crisis is quelled. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Jin Zhang portends that now is a good time to allocate to emerging markets. Major EM countries can survive the short-term effects of a stronger dollar and have adhered to fiscal discipline. Jin anticipates resilience in e-commerce, online entertainment, IT services and memory chips. See acast.com/privacy for privacy and opt-out information.

Portfolio manager David Souccar discusses a focus on quality in times of turmoil, the importance of a strong balance sheet and opportunities to upgrade portfolios. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Ed Walczak maintains that demand for consumer staples is intact over the long term, finds opportunity in companies that can benefit from lower oil prices, and believes that investors should assess whether portfolio holdings can withstand a protracted downturn. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Donny Kranson talks about opportunities arising from indiscriminate sell-offs, how a company can survive the downturn, resilience in essential services, and acceleration of the shift to online retailing. See acast.com/privacy for privacy and opt-out information.

Portfolio manager Brian Bandsma maintains that e-commerce and IT infrastructure will be long-term beneficiaries of the shift to online activity. He discusses Chinese stimulus measures and how India and Indonesia can withstand the crisis. See acast.com/privacy for privacy and opt-out information.

Portfolio Manager Ramiz Chelat seeks opportunities in e-commerce, industrials, med-tech, athleisure, cruise lines, and the SaaS (software as a service) space. See acast.com/privacy for privacy and opt-out information.

Portfolio Manager Jin Zhang provides insights on changes in the global supply chain, long-term beneficiaries of the trade war, India’s growth prospects and Brazil’s path to reform. See acast.com/privacy for privacy and opt-out information.

Portfolio Manager David Souccar talks about markets in 2019, long-term structural risks, performance over the cycle, investing in Japan, and international vs US exposure. See acast.com/privacy for privacy and opt-out information.