White papers

Whether it’s potentially avoiding emissions of CO2, manufacturing affordable drugs, or providing liters of drinking water, the companies we invest in have made real-world impacts on our planet and society. Every year, we assess how our holdings have helped provide solutions to sustainability challenges.

Is it now the time to invest in emerging markets fixed income? As 2023 progresses, there are strong arguments for this asset class. We also believe risk concerns remain manageable. Waiting on the sidelines was perhaps the smartest thing to do in 2022, but may not be the best strategy next year.

In late 2022, financial markets are in the middle of a structural break. This may precipitate a regime change that will alter essential market risk-return features: low inflation, low volatility, and low correlations. This paper tells you why and how investment solutions must adapt to new conditions to continue delivering attractive investment outcomes.

The renewables industry looks set to benefit from tightening regulation in the European Union, or a recently signed US law aiming to decarbonize the US power sector. The nascent “clean energy” industry, which encompasses areas such as electric vehicles, batteries, or hydrogen produced in a sustainable manner, opens new opportunities for investors as well.

Thematic investing enables investors to direct capital towards solving mankind’s biggest challenges. In this White Paper, portfolio managers Daniel Maier and Romain Hohl dive deep to find out what it offers investors, discuss choice of single or multi themed investments well as the challenges and outlook for thematic investing.

This study, surveying 300 professional investors in Europe, explains who is shaping the thematic investing landscape and what are the possible future challenges and opportunities.

“I can’t get no impact action,” the Rolling Stones might have sung back in the days. Well, the world has changed. Today, there’s hardly any investor satisfaction without impact action. Here’s our investment experts’ white paper on impact investing with the added benefit of introductory comments by a member of the Vontobel family pool of shareholders.

We view ESG as integral to a company’s long-term potential – much like safety when driving. If you drive without using the mirrors, it does not mean you will get to the supermarket quicker or slower the first year, but with time the chances of a costly encounter rise.

Having fallen behind other markets in the post-COVID rally due to a lack of direct central bank support, we believe European ABS is set to outperform other parts of fixed income in the coming months as supply wanes and investors look to pick up on what we think could be a compelling relative value opportunity.