Equity Research at Work podcast

3Q 2021 International Equity Outlook

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Portfolio Manager David Souccar explores the risks of hedging inflation with cyclicals and commodities and how quality companies can withstand inflationary pressures.

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Otros episodios de "Equity Research at Work"

  • Equity Research at Work podcast

    Q4 2021 Asia Pacific Equity Outlook

    18:24

    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.
  • Equity Research at Work podcast

    Q4 2021 European Equity Outlook

    12:58

    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.
  • Equity Research at Work podcast

    No te pierdas ningún episodio de Equity Research at Work. Síguelo en la aplicación gratuita de GetPodcast.

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  • Equity Research at Work podcast

    Q4 2021 International Equity Outlook

    14:36

    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.
  • Equity Research at Work podcast

    Q4 2021 US Equity Outlook

    20:33

    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.
  • Equity Research at Work podcast

    Q4 2021 Emerging Markets Equity Outlook

    21:18

    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.
  • Equity Research at Work podcast

    Q4 2021 Global Equity Outlook

    14:47

    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.
  • Equity Research at Work podcast

    Q3 2021 Asia Pacific Equity Outlook

    13:24

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

    Q3 2021 European Equity Outlook

    11:58

    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.
  • Equity Research at Work podcast

    3Q 2021 International Equity Outlook

    13:32

    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.
  • Equity Research at Work podcast

    3Q 2021 US Equity Outlook

    16:34

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

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