Funds

Strategies

Insights

People

Pages

Meet Marc

Marc Bindschädler

Client Portfolio Manager

23 years investment experience

12 years with Vontobel

Zurich

Vontobel Asset Management AG

Genferstrasse 27

CH-8022 Zurich

Switzerland

Marc Bindschädler joined Vontobel Asset Management in December 2011. He is Client Portfolio Manager for the mtx franchise. Prior to his current role, he worked as Senior Relationship Manager for Swiss intermediary clients.

Before joining Vontobel Asset Management, from 2010 to 2011, Marc Bindschädler worked as product specialist for sustainability investing at UBS Wealth Management. From 2006 to 2010, he worked as Product Specialist and Relationship Manager at SAM Sustainable Asset Management. Prior to that, from 2001 to 2006, he held various relationship management positions at UBS Asset Management.

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

Related perspectives

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.

Conviction Equities Boutique

2022-08-23_how-to-engage-with-chinese-companies-wechat-and-local-language-skills_teaser

Aug 23 2022 Viewpoint

How to engage with Chinese companies – local language skills help

Discussing sustainability matters with Chinese companies is rewarding and challenging. Part of it is fact-finding, part of it is education. But investors need to tread with caution, and little extras such as talking Chinese help, says Hong Kong-based ESG analyst Gayle Chan. She also explains the approach of mtx Equities, citing a concrete example.

Conviction Equities Boutique

2022-06-22_what-next-for-asia-tech-chinese-internet-shares-may-be-bottoming-out_teaser

Jun 27 2022 Viewpoint

What next for Asia tech? – Chinese internet shares may be bottoming out

In 2021, Asian internet stocks, dragged down by Chinese blue chips, massively underperformed their US peers. But the valuation chasm between Asia and the US has narrowed of late. With Chinese regulators easing their grip, the country’s internet stocks may be bottoming out, which could be an opportunity for able stock pickers.

Conviction Equities Boutique

Jun 08 2022 Viewpoint

Reasons for optimism in emerging-market equities

Despite current headwinds, emerging-market equities are ripe with opportunity for active long-term investors. Valuations appear attractive relative to developed markets, the gap in GDP growth between EM and developed countries is expected to widen again from next year, and a resurgence in China has the potential to spur a strong comeback in EM equities.