Chief Investment Officer, Portfolio Manager, Senior Research Analyst
Vontobel Asset Management
Vontobel CIO Matt Benkendorf talks with Peter Batchelar, head of the Virtus Product Group, about recent market events and headline news—the U.S.-China trade war, changes in Fed and global central bank policy, negative interest rates—and the implications for equity investors in the emerging markets and developed markets.
Listen to the full interview or navigate within the recording to listen to specific sections:
[1:28] U.S.-China Trade Wars – What the “reality of volatility” of the ongoing trade wars means for the global economy, markets, and Vontobel’s portfolios
[4:52] Fed and Global Central Bank Policy – Thoughts on rate cuts, Chairman Powell, George Soros’ theory of reflexivity, positive impact of Fed activity on emerging markets.
[10:25] Persistence of Negative Interest Rates – Impacts on the banking sector, what they mean for developed vs. emerging markets
[12:49] Emerging Market Equities – The profit growth opportunity that exists in select businesses
[15:38] Impending Recession? – A look at Q2 corporate earnings, how higher quality businesses measure up, and where they suggest growth may be heading
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