White papers

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.

Many emerging markets are more resilient to external shocks than in the past and can better withstand the pressures of a stronger US dollar. And so far, many EMs have been fairly conservative in their use of stimulus in response to Covid-19. This increases the potential for prosperous times ahead.

With developed-market yields remaining low, investors are finding income hard to come by. In this white paper, the Emerging Market Bonds team explains why emerging-market bonds offer opportunities for both income and performance, and where to find it.

How do you build the perfect portfolio? Portfolio construction is a little like gourmet cooking, where quality ingredients are combined to create a balanced meal. Portfolio Manager David Souccar reveals our view on what’s at the heart of that delicate balance between risk and return.

This video explains how CLOs are structured, how the process works for investors and what protections are in place for bondholders.