Viewpoints

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.

On your way down from “Peak Growth Mountain”, you need to rely on robust trekking poles, hiking boots – and securities, to make your journey more secure. Multi-asset strategist Sven Schubert has a few suggestions for a safe return to base camp, bringing to bear his experience in emerging markets.

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.

In this Viewpoint, Senior Portfolio Manager Sergey Goncharov reveals how the Emerging Market Corporate Bonds team aims to generate stable returns with a fixed maturity investment.

The nature we depend on is bleeding as natural habitat is cleared to support population growth, consumption and waste. Nature, society and the health of our portfolios are interlinked. This blog ties biodiversity hot spots to the impact of individual companies. Get ahead of risk and regulation.

Yields in emerging market corporate bonds are head and shoulders above their developed market peers. The reason for this yield mismatch is that EM corporate bonds are subject to myths and unsubstantiated perceptions resulting in higher spreads. In this Viewpoint, Senior Portfolio Manager Sergey Goncharov shatters those myths.

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?

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.

TwentyFour Asset Management’s purpose-built Observatory platform scans the global universe of bonds looking for ESG stars.