Quality Growth Boutique Investment Team
Equity Research at WorkEpisodes
Episodes of Equity Research at Work
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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.
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 informatio
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.
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.
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.
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
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 Jin Zhang focuses on China: policy goals, innovation, growth prospects and pitfalls to avoid. Hosted on Acast. See acast.com/privacy for more information.
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.
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 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.
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.
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. Hosted on Acast. See acast.com/privacy for more 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. Hosted on Acast. See acast.com/privacy for more 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 Brian Bandsma discusses regulations in Chinese tech companies, inflation and valuations. Hosted on Acast. See acast.com/privacy for more 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 Donny Kranson discusses the stimulus package, normalization after COVID, and the impact of inflation. Hosted on Acast. See acast.com/privacy for more information.
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.
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. Hosted on Acast. See acast.com/privacy for more information.
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