Meet Jean-Louis

Jean-Louis Nakamura

Head of Conviction Equities

2 years with Vontobel

Zurich

Vontobel Asset Management AG

Genferstrasse 27

CH-8022 Zurich

Switzerland

Jean-Louis Nakamura joined Vontobel in November 2022. He is Head of Conviction Equities.

Prior to joining Vontobel, from 2008 to 2022, he was Head of Multi-Asset and Systematic Strategies and Deputy Global CIO at Lombard Odier Investment Managers. He also assumed the role of CIO Asia-Pacific and Head of Hong Kong office for Lombard Odier Asia. Before that, he was CEO of the French public service additional pension scheme (ERAFP) and CIO of the French Public Pension Fund (FRR). Previous experiences include positions as Senior Economist for the French Ministry of Finance and the European Union Council.

Jean-Louis holds a Master’s degree from Sciences Po in Paris and graduated from the Ecole Nationale d’Administration (ENA).

Insights

Conviction Equities Boutique

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4 Oct 2024 Event Replay

Investing in EM equities in the digital age

Watch our livestream where Jean-Louis Nakamura, Head of Vontobel Conviction Equities, hosts a discussion between Viktor Shvets, Head of Global Desk Strategy at Macquarie and Anthony Corrigan, Client Portfolio Manager, about the role that emerging market (EM) equities play in today’s global equity portfolio and what key factors need to be considered when building a resilient EM equity portfolio.

Conviction Equities Boutique

26 Mar 2024 Viewpoint

Do we need to put a Q in ESG?

Is ESG simply a different label for quality or could quality stand as a less controversial and politically sensitive description of highly sustainable companies? The question of whether ESG characteristics of listed companies form a new independent factor and a distinctive source of returns is an important one to address.

Asset management

8 Feb 2024 Viewpoint

A question of perception: how quality investing evolves over time

Over time the definition of quality has broadened and become subject to a variety of interpretations, with sometimes significant divergence in the performance of quality strategies depending on market conditions.

Conviction Equities Boutique

31 Jan 2024 Outlook

What's ahead for Global Equities in 2024?

Are stock markets poised for a good year in 2024? Jean-Louis Nakamura, head of the Convictions Equities Boutique takes a comprehensive look at the various factors that indicate it may well be.

Conviction Equities Boutique

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3 Oct 2023 Viewpoint

Deciphering China’s revised policy playbook

China’s last few years have presented new economic challenges, and Beijing has completely rewritten its policy priorities and playbook. But looking ahead, this does not mean Chinese investment won’t be rewarded in the future; rather that policy-compliance should be a criterion considered by investors.