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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Conviction Equities Boutique
Republican sweep's aftermath: revamping environmental impact strategies
Watch the replay of our webinar featuring Jean Louis Nakamura, Head of Conviction Equities, Sarah Murray, Financial Times Contributor, and Marco Lenfers, Client Portfolio Manager, as they discuss key topics at the intersection of geopolitics, sustainability, and investment opportunities.
Conviction Equities Boutique
Empowering change: Impact Report 2024
Discover how our Impact Investing team navigates economic shifts and political uncertainty to help drive sustainable change. In our sixth annual Impact Report, we reveal our strategies, methodologies, and results in investing in low-carbon solutions and smart infrastructure.
Conviction Equities Boutique
Investing in EM equities in the digital age
Watch our livestream where Jean-Louis Nakamura, Head of Vontobel Conviction Equities, hosts a discussion between Viktor Shvets, Head of Global Desk Strategy at Macquarie and Anthony Corrigan, Client Portfolio Manager, about the role that emerging market (EM) equities play in today’s global equity portfolio and what key factors need to be considered when building a resilient EM equity portfolio.
Conviction Equities Boutique
Global equities reimagined: structural growth, diversification, impact
A cleaner, more resource-efficient path to the future is clear. What's less discussed is the massive growth opportunity this presents for investors seeking to diversify their global equity portfolios. This article encourages global equity investors to rethink the role of environmental impact strategies in their portfolios.
Conviction Equities Boutique
Trump 2.0: what would it mean for the trend towards net zero?
By the end of this historical election year, nearly half of the world’s population is expected to have gone to the polls to vote for their respective leaders. In the world’s biggest economy, the race has yet to be decided. What might a second Donald Trump term mean for net zero if he were to be re-elected?
Conviction Equities Boutique
Do we need to put a Q in ESG?
Is ESG simply a different label for quality or could quality stand as a less controversial and politically sensitive description of highly sustainable companies? The question of whether ESG characteristics of listed companies form a new independent factor and a distinctive source of returns is an important one to address.