Fixed Income quarterly webinars
Join us for our quarterly Fixed Income webinars as we explore evolving global markets and the geopolitical risks reshaping investment landscapes.
Fixed Income Boutique
Value can be found in fixed income. Let us help deliver it to you.
How we can help you
The fixed income universe offers opportunities regardless of the market cycle, as various sectors and geographical locations are in different phases of the economic cycle.
We can help you extract value, wherever it presents itself.
We take an active approach to bond markets, guided by the belief that the fixed income universe is inefficient. Our investors rely on us to invest with conviction, seeking to take advantage of anomalies and thus creating value away from common benchmark indices.
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Why partner with us?
Conviction-led strategies
We focus on areas where our active, high conviction approach can add value.
Strong platform
Our unique team structure enables team collaboration and high quality idea generation.
Firm alignment of interest
As investors in the strategies they manage, our portfolio managers’ interests are in line with yours.
Our offering
Our offering covers the diversity of the fixed income universe for you; including corporate, emerging markets, global and Swiss bonds.
We consider the environmental, social and governance (ESG) impact of our investments and offer strategies with exclusion and integration approaches. For institutional investors we can also provide tailor-made solutions.
Meet the team
Insights
Fixed Income Boutique
Hate to say we told you so… Staying ahead with alpha opportunities
Recent market volatility has reinforced the value of alpha over beta. While markets rebounded from recent lows, risks persist – from uncertain trade policy to concerns about debt sustainability. But fixed income remains resilient. We are finding opportunities in local currency EM debt, US high yield, and European investment grade credit.
Fixed Income Boutique
Fixed Income Quarterly: “Your overconfidence is your weakness.”
We remain cautiously optimistic about Fixed Income returns. Tail risks are elevated, which dampens our confidence in “risk on” markets. But alpha opportunities still await risk-aware, active investors. Those who try to predict the next major macro shift may find themselves echoing Luke Skywalker’s words, “your overconfidence is your weakness.”
Fixed Income Boutique
What’s keeping investors awake at night? (and what about EMD?)
New world order with Trump 2.0 at the helm. New day, new risks. What’s keeping investors awake at the moment and how does this impact EM Fixed Income?
Fixed Income Boutique
Emerging markets debt: Where have all the flows gone?
Emerging markets hard currency sovereign debt (EMD) has long held the promise of opportunity, but investor enthusiasm has waned in recent years. Could the tide be turning?
Fixed Income Boutique
Fixed income markets in 2025: Shifting terrain
Conditions are currently favorable across fixed income markets. But pockets of volatility and risk aversion will challenge even the most skilled investors. The silver lining? We expect risk-conscious, active investors can generate alpha opportunities in 2025 similar to those achieved this year.
Fixed Income Boutique
What we think changes, what doesn’t, in EM fixed income post-election?
Markets have been on the move since the US presidential election. However, we think lower funding costs thanks to tightening spreads and the prospect of returning flows are proving supportive of EM debt. But there will be winners and losers in the new regime…
Fixed Income Boutique
Fixed income steadies its footing
Find your footing amid ever-changing conditions with Vontobel’s new Fixed Income Quarterly. The launch edition finds our Fixed Income team feeling very balanced, very buoyant, and very bold. Read on to discover why.
Fixed Income Boutique
Why should fixed income investors take the perceived extra risk with emerging markets?
This latest article from Fixed Income explores the potential of Emerging Markets (EM) in the current economic landscape, despite significant outflows and perceived risks. Despite outflows and perceived risks, EMs offer promising opportunities for fixed income investors.
Fixed Income Boutique
What Mexico’s elections could mean for markets
From the potential for maintaining a status quo that has delivered stability and decent returns in the last few years, to the risks of renewed volatility during a potential second Trump presidency, our latest article from Fixed Income on the upcoming elections in Mexico provides a comprehensive analysis.
Fixed Income Boutique
Are Emerging Market Local Currency Bonds in Your Portfolio?
Over the last decade investors have been forced to broaden their horizons, but many investors continue to overlook Emerging Market Local Currency Debt. Our Fixed income team offers five reasons why you should think about giving emerging markets local currency a more permanent allocation in your investment portfolio.
Fixed Income Boutique
Fixed income quarterly update videos
What does the environment look like for Credit in 2024? And what are the fundamentals for emerging-market corporates this year? Wouter Van Overfelt and Mondher Bettaieb-Loriot discuss some of the hot topics for fixed income in emerging markets and developed markets, respectively.
Fixed Income Boutique
January: A standout month for Emerging Market debt issuance
January is on track to be a standout month for EM debt issuance. Our Fixed Income boutique’s Sergey Goncharov reviews which sovereigns and corporates are issuing EM debt and takes the pulse of the current environment that they’re operating in.