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Posts From Vontobel

Give us a good old villain to bring out the best in you

Give us a good old villain to bring out the best in you

🕔11:27, 16.Oct 2021

Investors’ Outlook October 2021 “Envelopes please… and the winner is… Wall Street.” This is the result of our recent allocation review that saw us overweight US stocks at the expense of European ones. The slight change doesn’t alter our overall

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Investors’ Outlook The global economy heats up and stokes inflation fears

Investors’ Outlook The global economy heats up and stokes inflation fears

🕔08:16, 12.Apr 2021

Just when we thought we could stop hunkering down in our interconnected yet improvised offices (sometimes carved out from a children’s bedroom), a third pandemic wave has come upon us. Moreover, inflation worries have suddenly emerged.

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One virus doesn’t make a winter

One virus doesn’t make a winter

🕔17:13, 17.Apr 2020

Investors’ Outlook Like an unexpected disease befalling Venice in Thomas Mann’s famous novella1 , a hitherto unknown coronavirus has engulfed Europe seemingly out of the blue. What could illustrate our fears better than the Adriatic town’s cancellation of part of

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The long, the short, and the not so ugly

The long, the short, and the not so ugly

🕔08:46, 2.Mar 2020

Investors’ Outlook There was a High Noon moment mid-2019 when the US Federal Reserve’s intrepid marshal Jerome Powell drew his liquidity gun. This surprised the Good, the Bad, and the Ugly all around, and had financial saloons buzzing in anticipation

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Investors’ Outlook – Lots of Treats Instead of Tricks

Investors’ Outlook – Lots of Treats Instead of Tricks

🕔17:45, 16.Dec 2019

October started out with a whole host of positive developments. The UK parliament compelled British Prime Minister Boris Johnson to ask the European Union to extend Brexit negotiations. The EU accepted the UK parliament’s request, thereby avoiding the possibility of

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Finding opportunities in a world of slowing growth

Finding opportunities in a world of slowing growth

🕔10:53, 6.Dec 2019

Investors’ Outlook 2020 Dear readers, the year 2020 is presenting many challenges for inves- tors. On the macroeconomic front, global growth is likely to slow further as trade tensions and higher tariffs are increasingly weighing on the economy. On the

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Asset Management Investors’ Outlook October 2019 Smokestacks fall as office buildings rise

Asset Management Investors’ Outlook October 2019 Smokestacks fall as office buildings rise

🕔18:45, 11.Nov 2019

Will European labor data hold? All eyes are now on the jobs data. Should industry sentiment weaken further, it will at some point hit the labor market. This could then affect consumer sentiment and ultimately the services sector, pushing us

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Emerging markets: no ESG, no fun

Emerging markets: no ESG, no fun

🕔18:41, 4.Nov 2019

Why active management combined with a sustainable approach can open up new horizons  Increasing emerging-market exposure with a keen eye on ESG1 As active asset managers with strategic and tactical views on multi asset portfolios, we often get questions regarding

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Diversification comes with sustainable rewards

Diversification comes with sustainable rewards

🕔18:36, 7.Oct 2019

Persisting trade war threats sent markets on a roller coaster ride in July and August. On top of trade uncertainty, a mixed picture in global macroeconomic data and a prolonged Brexit impasse led to higher volatility on the stock markets.

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Investors’ Outlook

Investors’ Outlook

🕔19:02, 30.Jun 2019

In rough seas, the ship needs to stay the course Viewpoints – Why now could be the time to buy the dip in euro corporate bonds Equities – Investors flee to safety as the economic giants battle it out Focus

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