Vontobel Portfolio Manager Interview: A Discussion on Global Equities
Ramiz Chelat discusses the China slowdown, the impact of the trade war, the industrials and health care sectors, and growth vs value investing.
Intense political turmoil once again fueled market volatility in the third quarter. And stalling economic growth sent central bankers and policymakers around the globe to their armories for monetary and fiscal weapons to combat the slowdown. Global equity markets experienced sharp swings because of the uncertainty.
Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Focus on a particular style or on small or medium-sized companies may enhance that risk. Foreign & Emerging Markets: Investing internationally, especially in emerging markets, involves additional risks such as currency, political, accounting, economic, and market risk. Prospectus: For additional information on risks, please see the fund’s prospectus.