Sustainable Equities Boutique White Paper | Read | 12 min Feb 07 2023 Global impact equities report 2022: Solutions to sustainability challenges Whether it’s potentially avoiding emissions of CO2, manufacturing affordable drugs, or providing liters of drinking water, the companies Vontobel Fund II - Global Impact Equities invest in have made real-world impacts on our planet and society. Every year, we assess how our holdings have helped provide solutions to sustainability challenges. Read more
Vescore Outlook | Read | 5 min Jan 16 2023 Global Listed Infrastructure – 2023 outlook Global Listed Infrastructure are often considered a defensive “all-weather” asset class, as long-dated contracts provide predictable cash flows and inflation protection. In 2022 Global Listed Infrastructure outperformed the broader global equity and fixed income markets, driven by improving company fundamentals. In this outlook, we explain why we are optimistic that listed infrastructure companies can outperform in 2023. Read more
Asset Management Viewpoint | Read | 2 min Jan 01 2023 Three reasons to invest in emerging market equities After a decade of underperformance, we believe emerging market equities are set for a brighter next chapter and any further short-term pain will be outweighed by the opportunity for longer-term gain. Here are three reasons why: Read more
Quality Growth Boutique Outlook | Read | 12 min Dec 05 2022 The end of irrationality: 2023 Global Equity Outlook Structural themes underlie opportunities in the year ahead. Our Quality Growth portfolio managers expect stock performance will be more closely tied to earnings growth, the US consumer will remain healthy, select emerging markets are poised for continued growth, and certain Chinese stocks will benefit from a reopening. Read more
Sustainable Equities Boutique Outlook | Read | 4 min Nov 29 2022 3 cycles to boost Emerging Market equities going into 2023 Following a difficult and volatile 2022, there are sound reasons to believe that EM equities could deliver a strong rebound in 2023. Along with compelling relative valuations of EM equities, we identified three key cycles that have the potential to provide a positive boost to EM equities next year. Read more
Sustainable Equities Boutique Viewpoint | Read | 7 min Nov 24 2022 Meeting sustainability and investor goals by supporting biodiversity Biodiversity loss often takes a backseat to climate change in global headlines but ignoring the preservation of natural ecosystems poses a threat to water, land, marine life, health, and can increase poverty. There is an urgent need for change. The upcoming COP 15 will address biodiversity solutions that will benefit companies, investors, and society. Read more
Quality Growth Boutique Viewpoint | Read | 4 min Nov 22 2022 Preparing your portfolio for a recession As the cycle of market excesses comes to an end, how can investors prepare? Tilt towards a portfolio of less-cyclical companies with pricing power and don’t mistake quality companies for those with an exciting story. The good news is that human ingenuity is not limited by the macro environment. Read more
Sustainable Equities Boutique Viewpoint | Read | 4 min Nov 14 2022 Embracing net zero targets the right way With Egypt’s Sharm el-Sheikh being the venue of this year’s United Nations Climate Change Conference (COP), it’s worth remembering that developing economies bear most of the negative effects of emissions mainly produced in industrialized nations. Therefore, the onus is on western companies to go “net zero carbon”, but how to measure their progress? One common yardstick for investors is the carbon footprint method – or the more encompassing “potential avoided emissions” method propagated by Vontobel’s impact investing team. Read more
Sustainable Equities Boutique White Paper | Read | 15 min Nov 08 2022 Clean tech impact report 2022: Renewables with prospects in a gas-deprived world Now that the Russian utility’s gas deliveries have stopped, might this be the right time to call your solar and wind power company? Perhaps more than ever, renewables, and areas such as electric vehicles, batteries, or “green” hydrogen, are facing a bright future. Read our Clean Technology impact report for further details. Read more
Sustainable Equities Boutique Viewpoint | Read | 6 min Nov 02 2022 Global food crisis: How can investors help to ease it? Feeding a starving person is important, we all agree on that. But from an investor’s point of view, allocating capital to companies working towards the same end is perhaps even more appropriate. But first, go find promising ones active in areas such as increasing land yields, reducing food waste, or preserving biodiversity, to name a few. Read more
Vontobel Multi Asset Boutique Viewpoint | Read | 7 min Nov 02 2022 European energy crisis: Four gas scenarios, can we avoid a winter of discontent? Our four gas scenarios all incorporate various degrees of Russian supply, but given the recent blasts in the Nord Stream pipeline system, the optimistic one can be neglected. Even so, Europe should be able to get through the winter. But significant political challenges lie ahead. Read more
Sustainable Equities Boutique Viewpoint | Read | 2 min Oct 26 2022 China: Market overreaction despite no negative surprises from National Party Congress Price action on Monday has taken the implied equity risk premium to 10.7%, the highest since 2008. Foreign investors appear to have interpreted the composition of newly appointed Standing Committee in China as offering less likelihood of a change in policy direction on the government’s dynamic zero-Covid stance. However, the announced policies were in-line with expectations and there were no negative surprises. Read more