Sustainability analysis of companies
Asset management
The phrase "sustainable investment" is heard more and more frequently and is associated with very different expectations. Some are looking for higher yields and less risk, while others want to improve the world. This background paper gives a detailed explanation of the Vontobel Competence Center for Sustainable Investment's "best-in-class" approach for analyzing company sustainability, an approach used for equities and bonds.
DOWNLOAD WHITE PAPERRelated insights
Asset management
Replay: Rates, credit & market reality — what matters now?
Vontobel’s experts assess the implications of the latest US-Iran deal for inflation and interest rates, exploring the policy outlook for the Fed, ECB and Bank of England, and discussing where opportunities and risks may emerge across fixed income markets.
Asset management
Power moves: The new energy order
In an increasingly deglobalized world, governments are seeking energy and commodity autonomy in the form of domestic supply chains and strategic reserves. What does this mean for the energy transition?
Asset management
Portable Alpha: Rethinking the Architecture of the Portfolio
Factor concentration is back in focus. This paper revisits portable alpha for today’s macro regime, showing how a select set of fixed income strategies with orthogonal return drivers may improve portfolio outcomes without changing the underlying beta.
Asset management
Still waters run deep in global markets
Markets have held up surprisingly well, even as pressures build beneath the surface. Since the war in the Middle East began in February, investors have had to contend with rising energy prices, renewed inflation concerns, and a quasi-U-turn in monetary policy expectations.
Asset management
Emerging markets: the train has left the station, but you can still catch it
Emerging markets have just weathered two major global shocks — and have come out on top. We believe this is no accident. Many investors missed the post-Liberation Day rebound by staying anchored in a framework that may no longer describe the emerging-market universe. The same misreading risks compounding potential portfolio under-exposure today.
Asset management
Markets have turned the page on war. Have you?
Markets have bounced back to pre-conflict highs. The Conviction Equities and Multi Asset boutiques share their views on why this signal may be worth paying attention to.