Asset Management FT Moral Money Forum | Read | 4 min Nov 30 2023 Biodiversity is essential for a strong and sustainable global economy A healthy and robust economy and society depends on healthy biodiversity. But rapid development has resulted in the dramatic degradation of our ecosystems, which can impede further economic progress while posing an existential threat. How can we better value nature to turn this trend around? Read more
Asset Management Viewpoint | Read | 8 min Nov 30 2023 Can we put a monetary value on nature? Nature is our source. Challenges to natural capital are prompting the world to rethink its relationship with nature and the value we place on it. This article provides a bird-eye view of why investors should care about the semantics and monetization and regulation of nature. Read more
Vescore Outlook | Read | 6 min Nov 28 2023 Vescore Global Market Outlook December 2023 Markets surged in early November as the Fed appeared more dovish and the US economy showed signs of cooling. This could turn out to be a false dawn but currently the odds seem favorable for the bulls to maintain control – at least for now. In response, our allocation models are making notable shifts: ceasing equity overweight reduction and establishing a small bond overweight – the first since May. Read more
Vontobel Conviction Equities Boutique Viewpoint | Read | 7 min Nov 22 2023 How to get started in impact investing: your questions answered Asking the right question is a skill in itself. Read the FAQ seasoned investors ask our impact investing experts. Read more
Quality Growth Boutique Viewpoint | Read | 14 min Nov 16 2023 Firecracker or eternal flame – which companies will benefit from AI? Recent advances in generative artificial intelligence have propelled some stocks in the tech space to nosebleed valuations. By failing to distinguish the level of certainty around the long-term benefits of AI, markets have disproportionally rewarded some companies. Is this playing out in a logical way? Or is the market missing something crucial? Read more
Vontobel Conviction Equities Boutique Viewpoint | Read | 5 min Nov 14 2023 Three reasons to invest in positive change Change rests in our hands. Impact investing is gaining in popularity as investors look for increasing sustainability in all areas of life. We share three reasons that institutional and professional investors told us keep them turning to impact. Read more
TwentyFour Asset Management TwentyFour Blog | Read | 3 min Nov 02 2023 A big week for US treasuries as the Fed holds rates steady George Curtis breaks down the latest developments following this week’s Quarterly Refunding Announcement and the Treasury Borrowing Advisory Committee update. Read more
TwentyFour Asset Management Market Update | Read | 5 min Nov 01 2023 Why staying in cash could cost you 10% to 30% While bonds are once again finding their feet, investors have found themselves sitting on cash balances of 30% to 50%. This capital preservation trade has made perfect sense, but does it still make sense as we reach terminal rates? Read more
Fixed Income Boutique Outlook | Read | 1 min Nov 01 2023 Flying High: Global Corporate Bond Outlook Q4 Consensus expectations are that we could be nearing the end of the rate-hiking cycle. What does this mean for fixed income investors and Global Investment Grade in particular, and how do these typically change at the inflection of rate cycles? Read more
Asset Management White Paper | Read | 4 min Oct 26 2023 The quest for resources A thorough consideration of resources, and their pricing, is a key element to a sound investment strategy. Future-proof investing requires an understanding of the world we operate in today and will inherit tomorrow. Resources, quite literally, shape that world. Read more
Fixed Income Boutique Outlook | Watch | 11 min Oct 26 2023 Our experts’ third-quarter recap on emerging-market bonds Luc D’hooge and Wouter Van Overfelt review the developments of the Emerging Markets Debt and Emerging Markets Corporate Bond strategies they manage. Watch now
Vescore Outlook | Read | 6 min Oct 26 2023 Vescore Global Market Outlook November 2023 October challenged investors with rising yields, robust growth, and ongoing central bank inflation battles. Recession risks grow amidst uneven global recovery, yet China's stabilization offers hope. Allocation models are adjusting, reducing equity overweight and bond underweight, reflecting a gradual normalization of yield curve steepness. Read more