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Vontobel Multi Asset Boutique
2022-09-14_60-40-portfolios-back-in-fashion-despite-an-annus-horribilis_teaser
Viewpoint | Read | 5 min

60/40 portfolios back in fashion despite an “annus horribilis”

The Queen may have remembered 1992 as her “annus horribilis,” but for financial markets and particularly multi-asset investors, it’s 2022 that deserves this sorry distinction. However, with Jerome Powell moving the federal funds rate ever higher, “60/40” may yet be back in fashion, according to our multi-asset expert Anton Oberhofer.

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Quality Growth Boutique
2022-09-07_inflations-illusion-on-carbon-intensity-dont-be-deceived_teaser
Turning Stones Blog | Read | 4 min

Inflation’s illusion on carbon intensity – don’t be deceived

High inflation creates the illusion of falling carbon intensity, a common measure used to track greenhouse gas emissions from portfolios. It is critical for investors who are targeting Paris Aligned reductions to adjust for this issue. By using alternatives to revenue-backed carbon intensity tracking metrics, we can help maintain data integrity and save years of progress.

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Sustainable Equities Boutique
Viewpoint | Read | 5 min

Circular economy makes the wheels go round

The circular economy, popularized by expressions such as “zero waste”, “right to repair”, or “from farm to fork”, is rooted in the knowledge that resources are finite. Companies that manage to reduce their consumption of raw materials are likely to increase their profits and market share, which will ultimately benefit investors. Past examples of corporate successes based on the circular economy include the Italian Vespa scooter.

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Sustainable Equities Boutique
2022-08-23_how-to-engage-with-chinese-companies-wechat-and-local-language-skills_teaser
Viewpoint | Read | 4 min

How to engage with Chinese companies – local language skills help

Discussing sustainability matters with Chinese companies is rewarding and challenging. Part of it is fact-finding, part of it is education. But investors need to tread with caution, and little extras such as talking Chinese help, says Hong Kong-based ESG analyst Gayle Chan. She also explains the approach of mtx Equities, citing a concrete example.

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Sustainable Equities Boutique
2022-08-17_joe-biden-tips-the-scales-in-favor_teaser
Viewpoint | Read | 4 min

Joe Biden tips the scales in favor of carbon-neutral future

Lofty pledges of governments to “go green” often hit a snag in parliament. However, there are also success stories like that in the US, where lawmakers backed a proposal to cut carbon emissions by roughly 40%. The plan, just signed into law by Joe Biden, could boost domestic wind and solar companies, potentially also benefiting “impact investors”.

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