Episodes

  • 2Q 2022 Asia Equity Outlook: Treading a rocky road

    2Q 2022 Asia Equity Outlook: Treading a rocky road
    Apr 20 2022
    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.
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    15 mins
  • 2Q2022 European Equity Outlook: Preparing for the unexpected with quality companies

    2Q2022 European Equity Outlook: Preparing for the unexpected with quality companies
    Apr 20 2022
    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.
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    14 mins
  • 2Q 2022 US Equity Outlook: Quality and pricing power can offset volatility and inflation

    2Q 2022 US Equity Outlook: Quality and pricing power can offset volatility and inflation
    Apr 20 2022
    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.
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    18 mins
  • 2Q2022 Emerging Markets Equity Outlook: Unique exposure at reduced valuations

    2Q2022 Emerging Markets Equity Outlook: Unique exposure at reduced valuations
    Apr 20 2022
    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.
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    21 mins
  • 2Q 2022 International Equity Outlook: Volatility may amplify risks to earnings growth

    2Q 2022 International Equity Outlook: Volatility may amplify risks to earnings growth
    Apr 20 2022
    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.
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    16 mins
  • 2Q 2022 Global Equity Outlook: Continued volatility and increased risk of recession

    2Q 2022 Global Equity Outlook: Continued volatility and increased risk of recession
    Apr 20 2022
    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.
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    16 mins
  • Q4 2021 Asia Pacific Equity Outlook

    Q4 2021 Asia Pacific Equity Outlook
    Oct 4 2021
    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.
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    18 mins
  • Q4 2021 European Equity Outlook

    Q4 2021 European Equity Outlook
    Oct 4 2021

    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.
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    13 mins