Conviction Equities
Concentrated and fundamentally driven high-conviction equity portfolios managed by teams specialized in emerging markets and impact investing.
Global Environmental Change strategy impact report 2022: Renewables with prospects in a gas-deprived world
Conviction Equities Boutique
Renewables with prospects in a gas-deprived world
The renewables industry looks set to benefit from tightening regulation in the European Union, or a recently signed US law aiming to decarbonize the US power sector. The nascent “clean energy” industry, which encompasses areas such as electric vehicles, batteries, or hydrogen produced in a sustainable manner, opens new opportunities for investors as well.
In the Global Environmental Change Strategy 2022 impact report, we explain an active manager’s approach to impact investing and how our holdings, through their products and services, provide solutions in clean energy infrastructure, clean water, building technology, low-emission transportation, resource efficient industry and life cycle management.
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Do we need to put a Q in ESG?Related insights
Conviction Equities Boutique
Do we need to put a Q in ESG?
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Conviction Equities Boutique
What's ahead for Global Equities in 2024?
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Conviction Equities Boutique
Gaining traction: Impact Report 2023
The environmental crisis is undeniable, and the world needs an urgent plan. Investment firms have an important role to play. In the latest Impact Report for Vontobel’s Global Environmental Change strategy, the Impact Investing team assesses how its holdings have helped mitigate sustainability challenges, but also delves a bit deeper: find an overview of the sustainable-finance landscape and an in-depth examination of the regulatory environment into selected key developments.
Conviction Equities Boutique
Towards positive change: Impact Report 2023
The wave of alarming headlines can sometimes seem to dwarf the social challenges the world faces. But Impact investing addresses a wide array of important issues that may be a bit more difficult to grasp. The latest Impact Report for Vontobel’s Global Impact Equities strategy provides case studies to highlight the steps towards positive change.
Conviction Equities Boutique
Vontobel 2023 Impact Investing Survey
Favored investment approaches, investor motivation, public and private markets, measuring impact, where the main opportunities and challenges lie.
Conviction Equities Boutique
Can EM equities play catch-up in the second half of the year? Spoiler alert: we believe so!
Investors can look back at having had to navigate a difficult first half of the year. Emerging-market equities, though posting positive returns, trailed their developed-market counterparts. Could things turn around in the remainder of the year, leading to an outperformance of EM stocks?