Can EM equities play catch-up in the second half of the year? Spoiler alert: we believe so!
Thomas Schaffner joined Vontobel Asset Management in 2009. He is Portfolio Manager in the mtx team within the Conviction Equities Boutique. He manages the China Leaders, Sustainable Asian Leaders (ex Japan), and Sustainable Emerging Markets Leaders portfolios. From 2009 to 2011, he was Equity Analyst covering Asian companies.
Prior to joining Vontobel, from 2006 to 2009, he was equity analyst at Lombard Odier in Hong Kong, covering regional Asian (ex Japan) companies and contributing to the investment strategy. From 1998 to 2005, he was portfolio manager at Credit Suisse and an independent asset manager in Basel, where he developed and successfully managed a commodity fund.
Thomas holds an MBA with a specialization in China Business from the Hong Kong University of Science & Technology, and a Bachelor of Science in Accounting & Finance from the University of Applied Sciences in Basel. He is also a CFA® charterholder.