Meet Stefan

Stefan Eppenberger

Chief Investment Strategist

16 years investment experience

16 years with Vontobel

Zurich

Vontobel Asset Management AG

Genferstrasse 27

CH-8022 Zurich

Switzerland

Stefan Eppenberger joined Vontobel in 2008. Since September 2024, he is Chief Investment Strategist within Multi Asset and heads the Investment Strategy team. He is responsible for defining the investment strategy applied in client portfolios. He is also a voting member of the Multi Asset Investment Committee. Previously, he held various positions in the fields of economic analysis, investment strategy, asset allocation, fund research, and portfolio management.

Stefan holds a Master’s degree in Banking and Finance from the University of Zurich.

Insights

Multi Asset Boutique

6 Nov 2024 Market Update

Donald Trump is back: What it means for investors

What lies ahead for investors with a Trump-led government? From tax policies to trade, the Multi Asset Boutique dives into market reactions and potential economic impacts.

Multi Asset Boutique

25 Apr 2024 Viewpoint

US presidential election – what a second Trump term could mean for investors

Attempting to predict the outcome of the US presidential election by using probability calculations doesn’t make a lot of sense, in our opinion. However, thought experiments and asking “what if” questions can be helpful to investors.

Multi Asset Boutique

11 Mar 2024 Viewpoint

Is China’s “Japanification” on its way?

Japan’s economic success story after World War II was like a phoenix rising from the ashes. But it didn’t last, resulting in the “Lost Decade” and China subsequently taking its place as the world’s second-largest economy. Comparing the Japan of yesteryear with today’s China raises the question whether China could soon face a similar fate.

Multi Asset Boutique

2023-07-25_how-likely-is-a-second-wave-of-inflation_teaser

25 Jul 2023 Viewpoint

How likely is the dreaded second wave of inflation?

Inflation has dominated headlines and investors’ conversations. Some are wondering whether we should be bracing for a second wave – especially when comparing today’s trend with that of the 1970s.

Multi Asset Boutique

2022-10-27_european-energy-crisis-four-gas-scenarios-can-we-avoid-a-winter-of-discontent_teaser

2 Nov 2022 Viewpoint

European energy crisis: Four gas scenarios, can we avoid a winter of discontent?

Our four gas scenarios all incorporate various degrees of Russian supply, but given the recent blasts in the Nord Stream pipeline system, the optimistic one can be neglected. Even so, Europe should be able to get through the winter. But significant political challenges lie ahead.

Quantitative Investments

2020-05-13_2nd-wave-checklist_teaser

13 May 2020 Viewpoint

COVID-19: Are you prepared to ride the next wave?

COVID-19 is traveling through countries and continents, causing fear, panic, and much human suffering – and bringing economies into the deepest crisis since the Great Depression. At the same time, financial markets and investors are experiencing the hardest weeks in recent memory. And all that was only the first wave. Is there more we should be expecting?