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Quality Growth Boutique
2021-10-04_EM_Key-trends-in-emerging-markets_teaser
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Emerging Markets

4 Key Trends in Emerging Markets and Companies that May Benefit

Local know-how goes a long way in emerging markets (EM). Regional e-commerce and consumer companies are increasing market share by adapting to local preferences. Some quality companies are benefiting from this and other EM trends, such as expanding demographics in the online gaming market and rising barriers to entry in semiconductors.

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Asset Management
2021-10-05_EM_shifting-gears-emerging-market-prospects-are-on-track_teaser
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Emerging Markets

Shifting gears: Emerging market prospects are on track

Developed market equities shrugged off disruptions from Covid-19 and the threat of inflation, as stimulus continued to flow. By contrast, emerging markets are struggling as regulatory crackdowns shook confidence in China. The pendulum can swing quickly, however, and investors need to be prepared. Four Vontobel investment experts across equities and fixed income discuss where opportunities can be found as prospects shift from developed to emerging markets.

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Quality Growth Boutique
2021-09-09_VP_consumer-packaged-goods-companies_teaser
Viewpoint

Why Investors Should be More Selective with Consumer Packaged Goods Stocks

Aided by social media and e-commerce, startup brands are increasingly taking share from legacy consumer packaged goods (CPG) companies. Meanwhile, retailers are launching far more sophisticated private-label brands. Which CPG companies are adapting to survive these threats? And do CPG stocks still play a role in portfolio construction?

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Asset Management
2021-09-01_VP_inflation-pannel-dicussion_teaser
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Inflation

What keeps us up at night? Not inflation, but rate hike uncertainty

Markets have dissected every word uttered at the US Fed’s Jackson Hole symposium. One thing remains as clear as ever: The Fed won’t rush rate hikes, also because inflation is no real worry – or is it? Sweating under the studio lights, five Vontobel experts discuss prices, growth, and what keeps them up at night.

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