To be ready for take-off in emerging markets, a typical pension fund’s cruising altitude is up to 20% of assets invested there – provided these are managed in a sustainable manner to mitigate risks while improving returns. Add to that the fun factor of active management. Ready? ESGellent, prepare for take-off in 10, 9, 8…

Markets may stage a relief rally after the US-Chinese “mini” deal on trade. However, issues such as the protection of US intellectual property rights and questions regarding the stability of the Chinese currency remain unresolved.

The US-China interim agreement reduces recessionary risks in both countries. However, the trade war is far from over and risks of a re-escalation persist.

How do you find the real equity gems? By getting up close to the companies – with sustainable results!

It is not clear to us just how much more monetary easing will placate equity investors, and we see a real risk that when we enter the third quarter earnings season next week, company specific data from the bottom up will be more of a shock than the macro picture has been.

The fundamental economic market environment in September was marked by a high appetite for risk among market participants. The capital markets are being driven by central banks and hope of a resumption of trade talks. This is our models’ assessment of the situation.

European collateralised loan obligations (CLOs) have been a favoured asset class for certain TwentyFour Asset Management strategies over the last several years, and more recently clients have quite rightly been asking why we prefer them to US CLOs.

Employees are consumers that power the economy. They also represent a large part of valuations worldwide. So why are investors so bad at measuring people impact? Understanding how and why employees add value enables companies to get the most from their staff, delivering better results for savers and society.

In our new audio series, Vontobel Quality Growth Portfolio Managers offer insights on how to navigate volatility. You can listen to our experts’ views on the risks in equity markets today and how they identify companies that are on the right side of long-term structural trends.