Reviews & outlooks

Risk sentiment has withstood seesawing geopolitical headlines. The latest Investors’ Outlook shares the Multi Asset Boutique's reasons why and outlines what may lie ahead as we move further into the second quarter.

The dispersion across commodity sectors persists into Q1 2026, with petroleum now the dominant driver of BCOM performance. In our latest quarterly outlook, we examine the supply dynamics behind elevated oil prices, the sharp precious metals selloff, and our views across energy, metals, and agriculture amid acute geopolitical uncertainty.

Investors are in wait-and-see mode as they face many moving pieces in the Middle East war. The Multi Asset Boutique shares its views in the latest Investors’ Outlook.

There has been no shortage of volatility amid escalating geopolitical tensions and growing AI disruption fears, but a little market pruning can be healthy. The latest Investors’ Outlook sifts through the recent developments and puts them into perspective.

It has been a roaring start to the new year as geopolitical headlines turned the volume up, contributing to a weaker US dollar and a surge in gold. But what else may await investors as the year unfolds? Find out in the first Investors’ Outlook of 2026.

Discover the Q1 2026 Euro IG Credit Outlook, highlighting favorable market conditions, robust credit fundamentals, AI-driven growth, and strategic investment opportunities in key sectors and maturities. Gain insights to navigate the evolving corporate bond landscape effectively.

Explore the Global Credit Outlook 2026: A concise overview of key trends in global credit markets, from macroeconomic shifts and corporate fundamentals to AI-driven investments and market opportunities. Gain insights to navigate the year ahead effectively.

The 2026 Large Language Models Outlook examines the current state of artificial intelligence as it relates to LLMs, highlighting diversity, specialization, and global competition. Learn how open- and closed-weight models, regulatory approaches, and strategic deployment are shaping industries today, from finance to mathematics, and explore the trends likely to define AI’s trajectory in the year ahead.

As we turned to the final page of the year, markets experienced a combination of caution and consolidation. What are the factors setting the type for what might await markets in 2026? Find out in the latest Investors’ Outlook.

While the promise of AI remains compelling, its market dominance and reliance on external financing create vulnerabilities. By seeking opportunities in areas of predictable growth and resilience – both within and outside the AI ecosystem – we believe investors can better navigate the uncertainties ahead.

Investors are already turning their attention to 2026 and what might come next. In the latest Investors’ Outlook, Vontobel’s Multi Asset Boutique shares what kind of “tricks and treats” the coming year may have in store.

2025 Q4’s mantra is 'Bringing It Home,' reflecting strong global corporate bond performance driven by carry and duration. Looking ahead to 2026, alpha generation may become paramount as markets shift focus from beta.

The latest Trump announcement made clear that critical commodities such as rare earths, advanced semiconductors, and even soybeans will remain central battlegrounds and no one will give in easily. Meanwhile, gold powers on and the Russia-Ukraine war continues to impact oil markets.

Following years of underperformance, emerging market equities are leading global markets in 2025 to date, driven by a softer US dollar, policy reforms, and renewed investor confidence. With valuations still discounted and structural tailwinds in place, this rally signals a potential long-term shift in global equity dynamics.

Keeping cool as rate cuts resume and flows are strong.

Now that the US Federal Reserve has delivered the rate cut many investors had anticipated, what’s fueling the sense of acceleration? The latest Investors’ Outlook dissects recent trends and adjusts the mirrors to bring the road ahead into focus.

Summer headlines either dangled relief or swung a blow, but investor sentiment turned risk-on. What boosted the mood, and what might await market participants throughout the rest of the year? The Multi Asset Boutique shares its take.

After a turbulent H1 driven by tariff headlines, commodities showed resilience. As tensions ease, are markets set for a breather—or just the eye of the storm? From oil and copper to gold and grains, we break down the signals, risks, and opportunities for the months ahead.

Stay cool this summer as economic growth persists and normalcy resumes

Markets have been showing signs of fresh optimism, but risks still linger. In this Investors’ Outlook, the Multi Asset Boutique explores the latest macroeconomic trends and geopolitical developments and explains what it all may mean for investors.

As investors have rushed to price in positives, is optimism being stretched too thin? The Multi Asset Boutique explores trade, the US dollar, and the state of the economic fabric in the latest Investors’ Outlook.

Which factors will shape global credit markets this summer? Our latest outlook explores 10 key topics — from recession risks and central bank shifts to credit metrics, issuance trends, and valuation dynamics — providing institutional investors with an analysis of where challenges and opportunities may emerge in the global corporate bond market.

Where are consumer and business sentiment headed from here? What’s next for corporate investments? And just how much damage has trade-related uncertainty already inflicted on the economy? After a month marked by intense volatility, these are some of the questions on many investors’ minds. The latest Investors’ Outlook explores the key developments.

Investors have faced a period of renewed uncertainty, with swings in market sentiment amid new tariffs, fast-changing economic policies, and geopolitical headlines. The latest Investors’ Outlook decodes the key trends.