Conviction Equities
Concentrated and fundamentally driven high-conviction equity portfolios managed by four teams specialized in emerging markets, impact investing, thematic investing, and Switzerland.
2025 Engagement Report: Driving change through dialogue
Conviction Equities Boutique
Key takeaways
- This report outlines how and why we engage with companies on sustainability issues, the theory underpinning our approach, and the observable trends emerging from our dialogues.
- Many companies are maintaining or even raising their climate targets, investing heavily in water, waste, and circular infrastructure; prioritizing employee well-being; strengthening supply chain oversight; and increasingly linking executive pay to these sustainability outcomes.
- Looking ahead, we remain committed to deepening our engagement efforts, with a focus on emerging priorities such as biodiversity protection, circular economy practices, and the responsible use of AI.
Related insights
Conviction Equities Boutique
Make grids great again
The surge in electricity demand exposes aging power networks as the weak link in electrification. Underinvestment, congestion, and climate stress are colliding with a rising share of renewables and power-hungry data centers. This makes grid modernization, storage, and resilience a defining, long-term investment opportunity.
Conviction Equities Boutique
Webinar replay – EM equities: from lost decade to essential diversifier?
Vontobel’s experts highlight a widening set of opportunities in emerging market equities, spanning consumer-driven growth, industrial capital expenditure, energy investment, and markets undergoing structural reforms that emphasize shareholder value and capital discipline.
Conviction Equities Boutique
Social impact investing steps into the limelight
After years of climate taking center stage in impact investing, the social side of the coin is starting to receive more investor attention. Find out what’s been driving the increased interest, and why the timing matters.
Conviction Equities Boutique
Our world in flux calls for energy sovereignty
Energy sovereignty efforts and competitiveness are fostering the transition from a system based on finite, extracted resources with volatile prices to one centered on generated technologies with decreasing costs as production scales. Investing in the full spectrum with an active approach offers the opportunity to accelerate the transition and share in its rewards.
Conviction Equities Boutique
How Korea’s reforms aim to close the valuation discount
Korea’s governance reforms tackle the 'Korea discount' by enhancing transparency and minority shareholder rights. Measures like mandatory treasury share cancellations and stronger board independence aim to unlock corporate value and drive fairer valuations. A pivotal step toward more equitable markets.
Conviction Equities Boutique
EM equities: From lost decade to resilience?
Emerging market equities enjoyed an impressive year but have investors missed the boat? We don’t think so. In fact, we believe 2025 marked the first year of positive change for at least two key structural factors, which could spark the beginning of a new positive cycle for EM equities.