High-quality stocks can add ballast to an investment portfolio, providing stabilizing support and growth potential that historically has stood up to varying market environments over time.
Understanding Value Benchmark Construction and the Need to Seek Quality
Value managers develop certain philosophies about how they approach the world of equity investing. Yet, the industry has allowed third parties to define what those parameters should be through benchmark construction methodologies. Unfortunately, leading value benchmarks continue to follow a construction framework from over 30 years ago and have not adapted to the realities of today’s investing climate.
International Equities: A Compelling Growth Story Unfolds
While investors can get exposure to global businesses and consumers through multinational companies listed in the U.S., we believe a truly international approach — one that encompasses Europe, Japan, and emerging markets — is the best way to access companies that are world leaders with no U.S. equivalent.
How Quality Helps Protect Capital in a Recession
As economic weakness starts to put pressure on corporate earnings in 2023, quality businesses can be a source of resilience for investors. Vontobel Quality Growth Boutique CIO Matt Benkendorf explains.
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The End of Irrationality: A Healthy Narrative Will Drive Global Markets Into 2023
Vontobel Quality Growth Boutique’s investment team shares their 2023 outlook for global equities. Without the tailwind of easy money, the next decade will be a departure from the past. Given expectations that the majority of U.S. interest rate hikes have already occurred, stock performance should be more closely tied to earnings, marking a healthy dynamic.
Structural Drivers Underlie Emerging Markets' Growth
Vontobel Quality Growth Boutique’s investment team believes structural themes will underlie opportunities in emerging market equities in 2023. While broader emerging markets have declined mainly due to idiosyncratic risks, they have shown resiliency in terms of growth and currency strength, are well positioned for future growth potential, and valued at historical lows compared to developed markets.
Thinking Beyond the Benchmark: KAR Small-Mid Cap Core SMA Portfolio
Quality businesses have an unmistakable profile: durable earnings growth, high return on capital, strong balance sheets and cash flows, and management acumen at maintaining a competitive advantage. These attributes sound attractive, but do they really make a difference? Kayne Anderson Rudnick (KAR) believes they do. Updated with 06/30/2023 data.
Q2 SGA Market Review & Outlook
Global equity markets rallied in the second quarter, aided by better-than-feared growth and a pause in interest rate hikes in the U.S. and expectations of possible monetary easing amid gradually moderating inflation.
Q2 KAR Mid-Cap Core Portfolio Review Podcast
KAR Portfolio Manager Jon Christensen, CFA, reviews Q2 mid-cap equity market performance, the largest stock contributors and detractors in the KAR Mid-Cap Core strategy, and portfolio considerations he will be focusing on in the second half of 2023.
Q2 KAR Small-Mid Cap Core Portfolio Review Podcast
KAR Portfolio Manager Julie Kutasov discusses small- and mid-cap equity performance in the second quarter, the KAR Small-Mid Cap Core strategy’s largest contributors and detractors for the quarter, and key considerations she will be focusing on in the second half of the year.
Q2 Vontobel Market Review & Outlook – Global Equities
Vontobel Quality Growth Boutique’s second quarter commentary reflects on global equity markets, inflation and interest rates, the global impact of AI, China’s slow path to economic recovery, and opportunities in emerging markets equities.
KAR Small-Mid Cap Core Portfolio: 2022 Review & 2023 Outlook
Kayne Anderson Rudnick Portfolio Manager and Research Analyst Craig Stone, CFA, puts last year’s performance of the KAR Small-Mid Cap Core portfolio into perspective and shares KAR’s outlook on the year ahead.
Why Quality is a Good Defense
Don’t expect the worst but prepare for it. Vontobel Quality Growth Boutique seeks to provide defensive performance during bad times and attractive returns in good times. CIO Matt Benkendorf explains what taking measured risk means for its portfolios.
Finding Quality ‘Sweet Spots’ in the Global Equity Markets
Only a narrow set of companies can surpass the majority. Matt Benkendorf, CIO of Vontobel’s Quality Growth Boutique, reveals the sectors and world regions where he and his team believe the next market-beating anomalies could be found in 2023.
How Vontobel Defines Quality
Vontobel’s Quality Growth Boutique looks for quality companies with solid track records and strong brands. But, as CIO Matt Benkendorf explains, the most critical aspect of quality is earnings growth that is predictable and sustainable, as far as 10 years into the future.
