Emerging Markets Bonds
A high-conviction and contrarian approach, combining bottom-up and relative-value strategies.
Emerging Market Bonds Review Q3 and Outlook Q4
Fixed Income Boutique
The experts provide a review on the developments in Q3, the current positioning of the strategies as well as an outlook for Q4 2022.
Emerging Markets Debt
Emerging Markets Corporates
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Asset management
Emerging markets: the train has left the station, but you can still catch it
Emerging markets have just weathered two major global shocks — and have come out on top. We believe this is no accident. Many investors missed the post-Liberation Day rebound by staying anchored in a framework that may no longer describe the emerging-market universe. The same misreading risks compounding potential portfolio under-exposure today.
Fixed Income Boutique
EM Bonds: resilience amid oil shock and geopolitical uncertainty
We believe EM fixed income is better positioned today than four years ago, despite uncertainty around the duration of the war and the disruption of oil supply. If de-escalation materializes in the short term, EM bonds may rebound amid a resumption of pre-war trends, including diversification away from US-centric portfolios.
Fixed Income Boutique
The AI impact on investment grade, high yield, and Swiss bond markets
In investment grade, several hyperscalers raised capex projections, driving record-breaking bond issuance. AI-related investments are heightening correlation risks and reshaping index compositions. In high yield, AI disruption creates risks and opportunities, particularly in software. The AI-capex trend has impacted the Swiss bond market, where new issuance remained elevated.
Fixed Income Boutique
How the Federal Reserve, Bank of Japan, and European Central Bank are balancing monetary and fiscal priorities
In the US and Japan, monetary policy is expected to support fiscal policy, even when central banks have other plans. Federal Reserve “Fed” Chair nominee Kevin Warsh's reform plans conflict with US President Donald Trump's preference for low rates, and the Bank of Japan's efforts to normalize policy clash with Prime Minister Sanae Takaichi's economic agenda.
Asset management
Replay: Geopolitics, inflation and credit — what’s next for Fixed Income?
Vontobel’s experts discuss how geopolitics, inflation and credit are shaping the outlook for fixed income, exploring the impact of the Middle East crisis, diverging paths between the U.S. and Europe, and where value opportunities may emerge across credit markets.
Asset management
Webinar replay | Middle East crisis: market impact
Vontobel’s experts provide their perspective on developments in the Middle East and Iran and discuss the potential impact on emerging market equities and fixed income.