Conviction Equities
Concentrated and fundamentally driven high-conviction equity portfolios managed by four teams specialized in emerging markets, impact investing, thematic investing, and Switzerland.
Impact report 2022: Renewables with prospects in a gas-deprived world
Conviction Equities Boutique
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? We have witnessed energy crises before. After all, western economies started weaning themselves off fossil fuels in the 1970s following an embargo by Middle Eastern petroleum exporters. Apart from the gas situation, the renewables industry look set to benefit from tightening regulation in the European Union, or a recently signed US law aiming to decarbonize the US power sector. In the fourth Clean Technology impact report, we explain an active manager’s approach to impact investing and how recent developments influence our stock picking.
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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
Resilience of the Sustainable Swiss Equity Income Plus fund in August
Vontobel's SSEIP Fund’s covered call strategy, which buffers against falling markets, proved resilient. Looking ahead, the SSEIP Fund offers a balanced approach to income and market exposure.
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
Swiss small & mid caps: by no means marginal
Swiss small & mid caps are almost disrespectfully referred to as second-tier stocks. But if you ignore them, you are missing out on what we deem an attractive investment segment. Currently, they are worthy of more than just a quick look in our opinion.