Sharing our convictions

Clear convictions are a prerequisite for investment success. Our convictions are the result of our relentless in-depth analysis and calculations. We share our findings so that clients can invest with conviction too.

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Market Update | Read | 4 min

EU fragmentation risks loom large as central banks tighten amid patchy economic data

For a sustainable recovery central banks may have to switch out of tightening into easing mode. This is unlikely to happen as long as inflation rages on. In the meantime, equities might still be a better bet than spread products as liquidity and European fragmentation risks in debt markets loom, while currencies will become more important as alpha sources in portfolios.

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Vontobel Multi Asset Boutique
Outlook | Read | 2 min

Investors’ Outlook: “Tina” waved good-bye, but don’t slam the door on stocks

Surging inflation and tighter monetary policies have put paid to the “there is no alternative to stocks” mantra. For now, equity investors have waved “Tina” good-bye. However, after this year’s sell-off, some market segments are looking appealing again. So do enjoy the summer but don’t completely forget the “buy” key on your laptop.

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