More perspectives can lead to better investment decisions

Due to the EU's "Fit for 55" package, the energy requirements of the building sector for indoor climate control are increasingly becoming the focus of European sustainability efforts. Companies that can supply energy-efficient heating and cooling solutions for buildings will be able to benefit from this new push by the EU. The Swedish company NIBE is one of the pioneers in this field.

Yields in emerging market corporate bonds are head and shoulders above their developed market peers. The reason for this yield mismatch is that EM corporate bonds are subject to myths and unsubstantiated perceptions resulting in higher spreads. In this Viewpoint, Senior Portfolio Manager Sergey Goncharov shatters those myths.

In a sub-zero world, the opportunities to generate income have dwindled. Just keeping yields above zero is proving a challenge to the most experienced of bond investors. However, the emerging market corporate bond world offers a two-trillion US dollar investment universe where yield is abundant.

Aided by social media and e-commerce, startup brands are increasingly taking share from legacy consumer packaged goods (CPG) companies. Meanwhile, retailers are launching far more sophisticated private-label brands. Which CPG companies are adapting to survive these threats? And do CPG stocks still play a role in portfolio construction?

With ample job openings, inflation well ahead of target, financial conditions that are certainly not tight and strong economic growth, the obvious question is what does the Fed need to see to finally start tapering its asset purchases?

BWIC – or bids wanted in competition – lists, are a unique characteristic of the ABS and CLO markets, where they are widely used in secondary trading when investors are looking to sell bonds.

Markets have dissected every word uttered at the US Fed’s Jackson Hole symposium. One thing remains as clear as ever: The Fed won’t rush rate hikes, also because inflation is no real worry – or is it? Sweating under the studio lights, five Vontobel experts discuss prices, growth, and what keeps them up at night.

TwentyFour Asset Management’s purpose-built Observatory platform scans the global universe of bonds looking for ESG stars.

Discussions by the office water cooler now often revolve around peak growth or peak inflation and their implications. The rapid change of the economic environment can indeed be confusing. To get a clearer idea about our views on the “real” state of the economy, we use our business cycle model “Wave” to help explain.