Reviews & outlooks

In this Autumn Credit Outlook, the Corporate Credit team provide their insights on the upcoming months for corporate bonds with a focus on solid investment-grade companies.

The Corporate Credit team reveals how they plan to navigate the fourth quarter of 2022

At the Jackson Hole summit, Jerome Powell didn’t yield an inch to critics of his policy, flying his fierce inflation-fighting colors instead. With the powerful US Fed chief blazing the tightening trail, other heads of central banks will follow. This is one reason why Dan Scott and Vontobel’s investment strategists expect inflation to come down.

Our models signal that we are still in troubled waters. Moreover, the data do not yet give the green light for a sustained economic recovery. The bear market therefore still has room to run.

In the latest Global Market Outlook, our specialist team for quantitative investing and active risk premium management explains what the models are signaling as Europe worries about energy shortages and the US slips into a recession.

Surging inflation and tighter monetary policies have put paid to the “there is no alternative to stocks” mantra. For now, equity investors have waved “Tina” good-bye. However, after this year’s sell-off, some market segments are looking appealing again. So do enjoy the summer but don’t completely forget the “buy” key on your laptop.

In the latest Global Market Outlook, our specialist team for quantitative investing and active risk premium management explains what the models are signaling while fears of recession plague market players.

Our Global Corporate Bond portfolio managers have noticed a change of temperature in the global investment-grade bond space, where negative yields seem to be a thing of the past like last winter’s snow. In this presentation, they give you 10 important topics to look at.

In the latest Global Market Outlook, our specialist team for quantitative investing and active risk premium management explains what the models signal while central banks are weighing up economic risks.