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Home / Virtus Voices / Vontobel CIO Podcast: COVID Vaccine, U.S. Election, Other Global Equity Drivers

Vontobel CIO Podcast: COVID Vaccine, U.S. Election, Other Global Equity Drivers

Matthew Benkendorf

Matthew Benkendorf
Chief Investment Officer, Portfolio Manager, Senior Research Analyst
Vontobel Asset Management

Vontobel Asset Management CIO Matthew Benkendorf discusses the pandemic, U.S. election, and other market-moving events for global equities with Joe Terranova, Virtus’ chief market strategist.

Among the topics covered in their conversation:

  • The significance of a COVID-19 vaccine for global markets
  • U.S. election results: What a new administration could mean for the economic landscape and impact on portfolio positioning
  • Emerging markets vs. developed markets ― opportunities and outlook
  • Rundown of market risks and how current valuations fit in
  • Importance of a “companies over countries” mindset

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