Equities As stewards of client capital for more than thirty years, our aim is to provide portfolios driven by pragmatic investment choices. Read more
Fixed income Find income with our actively managed strategies, run by our experienced fixed income teams. Read more
Multi asset Our experienced multi asset teams manage portfolios to support a broad range of investor needs. Read more
Our business As a reliable partner to our clients, we strive to turn their individual investment plans into a long-term success. Read more
ESG investing As a global investment firm, Vontobel plays a responsible, active role in the sustainable transformation of our society and economy. Read more
Fixed Income Boutique Outlook | Watch | 10 min May 09 2023 Emerging Market Bonds - First quarter 2023 review and outlook Wouter Van Overfelt, Head of Emerging Market Corporates and Luc D’hooge, Head of Emerging Markets Bonds, provide a review on the developments in the first quarter, the current positioning of the strategies as well as an outlook for the remainder of 2023. Watch now
Vescore Market Update | Read | 9 min Mar 09 2023 Six reasons why inflation may feel like gum on your shoe Inflation may be like gum on your shoe – annoying and, above all, hard to remove. Sticky inflation is a scenario that has been in the cards for quite a while already but now seems to receive more weight as a probable outcome. There are six reasons for this display of stubbornness which may disappoint those who thought inflation would come off easily. Read more
Fixed Income Boutique Outlook | Watch | 15 min Feb 13 2023 Emerging Market Bonds - Review 2022 and Outlook 2023 Luc D’hooge, Head of Emerging Markets Bonds and Wouter Van Overfelt, Head of Emerging Market Corporates, provide a review on the developments in 2022, the current positioning of the strategies as well as an outlook for 2023. Watch now
Vescore Outlook | Read | 5 min Feb 01 2023 Vescore Global Market Outlook February 2023 The euphoria in the financial markets has been driven by falling expectations of a severe recession. Although our models continue to indicate a US recession, this is likely to begin later in the year. This means there is no contradiction in the equity overweighting that is currently suggested by our model. Read more
Vescore Viewpoint | Read | 7 min Jan 10 2023 Big Data: Man and Machine as a Team in the Investment Process Should we blindly follow a machine? Or is human judgment needed to make weighed decisions? We believe that man and machine must act as a team to achieve the best results. That's why we developed the Wave, which is based on a big data approach and serves as a compass in our investment process. Read more
Vescore Market Update | Read | 5 min Jan 09 2023 What do our models think about US recession risks? The yield curve and our models point to a high probability of recession. But how severe will the U.S. recession be? To answer this question, we exploit historical data to examine the impact of the tightening cycle on GDP growth. The results show that investors should exercise caution in 2023. Read more