Inflation in focus

More perspectives can lead to better investment decisions

READ MORE

Insights

Sustainable Equities Boutique
2021-09-21_VP_some-like-it-hot-the-true-beneficiaries-of-global-warming_teaser
Market Update
ESG & Sustainable Investing

Some like it hot – the true beneficiaries of global warming

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.

Read more

Quality Growth Boutique
2021-09-09_VP_consumer-packaged-goods-companies_teaser
Viewpoint

Why Investors Should be More Selective with Consumer Packaged Goods Stocks

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?

Read more

Asset Management
2021-09-01_VP_inflation-pannel-dicussion_teaser
Viewpoint
Inflation

What keeps us up at night? Not inflation, but rate hike uncertainty

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.

Read more