Conviction Equities
Concentrated and fundamentally driven high-conviction equity portfolios managed by four teams specialized in emerging markets, impact investing, thematic investing, and Switzerland.
Investing in EM equities in the digital age
Conviction Equities Boutique
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.
Related insights
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.
Quality Growth Boutique
Tapping into the power of AI stocks while mitigating risks
The forces driving today’s markets are making it especially hard for investors to find the right balance. How can investors tap into the burgeoning power of AI without taking too much risk? Learn how our Quality Growth team manages risk while maintaining a healthy equilibrium.
Quality Growth Boutique
View short-term, election-related volatility through a long-term lens
How do you manage the impact of market volatility driven by election outcomes? Matthew Benkendorf, CIO of our Quality Growth Boutique, shares ways to help mitigate risks and stay focused on business fundamentals that point to enduring quality.
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.
Quality Growth Boutique
Judgment Call: Looking behind the numbers to identify real quality
Navigating challenging markets requires assessing earnings and revenue trends and digging into balance sheets. But financial metrics alone can be backward looking. A fundamental understanding of industries, companies, and markets can provide important insights that can help avoid hidden risks and identify overlooked growth drivers.
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?