Most popular strategies

Emerging Markets Debt

Global Equity

International Equity

U.S. Equity

Funds

Strategies

Insights

People

Pages

Meet Marc

Marc Bindschädler

Client Portfolio Manager

24 years investment experience

13 years with Vontobel

Zurich

Vontobel Asset Management AG

Genferstrasse 27

CH-8022 Zurich

Switzerland

Marc Bindschädler joined Vontobel in December 2011. He is Client Portfolio Manager for mtx strategies within Conviction Equities. Previously, he was Senior Relationship Manager for intermediaries in Switzerland.

Prior to joining Vontobel, he was a product specialist for sustainable investing at UBS Wealth Management from 2010. From 2006, he was a product specialist and relationship manager at SAM Sustainable Asset Management. From 2001, he held various positions in relationship management at UBS Asset Management.

Marc holds a degree in business administration from the Marketing & Business School Zurich.

Related perspectives

Conviction Equities Boutique

2025-03-27_em- equities-are-more-domestic-than-you-think_teaser.jpg

Mar 27 2025 Viewpoint

Emerging market equities are more domestic than you think

Emerging market (EM) equities are more domestically driven than commonly assumed. Companies in the MSCI EM Index derive over 60% of revenues in their home markets. And they could further reduce their dependence on exports in the future. We illustrate the reasons.

Conviction Equities Boutique

2025-02-28 - Does the China stock market rally have legs - teaser.jpg

Feb 27 2025 Viewpoint

Does the China stock market rally have legs?

The driving force behind this performance is the Chinese tech sector, fuelled by hopes that a larger adoption of AI could boost earnings. A confirmation of improved earnings, the resurgence of consumption confidence and sequential stabilization of the overall economy will be needed to solidify and extend the recent rally.

Conviction Equities Boutique

Jan 27 2025 Market Update

DeepSeek’s strong new AI model – AI’s Sputnik moment?

Shares in Nvidia and ASML have plummeted due to concerns that Chinese AI startup DeepSeek's new model could disrupt the current AI business model. DeepSeek's R1 model, released on January 20, exhibits performance similar to top US large language models (LLMs), but at a fraction of the cost.

Conviction Equities Boutique

2023-09-19_2023-09-18_the-china-paradox-underrepresented_teaser

Sep 21 2023 Viewpoint

The China paradox: underrepresented or too dominant in emerging market equities?

After a multi-decade era of significant economic growth, China is now the second largest global economy and dominant in the MSCI emerging market index. How should emerging market equities investors balance this with the potential implications of recent economic and political moves out of Beijing and shifting demographic patterns?

Conviction Equities Boutique

2023-02-21_emerging-markets-equities-what-follows-the-lost-decade_teaser.jpg

Feb 21 2023 Viewpoint

Emerging market equities: What follows the lost decade?

When comparing the earnings trajectory of emerging markets corporates with that of their developed-market counterparts, many investors consider this a lost decade. Are emerging market stocks now set to bounce back?

Conviction Equities Boutique

2022-10-26_china-no-negative-surprises_teaser

Oct 26 2022 Viewpoint

China: Market overreaction despite no negative surprises from National Party Congress

Price action on Monday has taken the implied equity risk premium to 10.7%, the highest since 2008. Foreign investors appear to have interpreted the composition of newly appointed Standing Committee in China as offering less likelihood of a change in policy direction on the government’s dynamic zero-Covid stance. However, the announced policies were in-line with expectations and there were no negative surprises.