Asset management

Vontobel’s experts provide their perspective on developments in the Middle East and Iran and discuss the potential impact on emerging market equities and fixed income.

You can now watch the replay of our webinar: Charting the Path for Fixed Income in 2026.

You can now watch the replay of our webinar “Under Pressure: Checks and balances in central banks”

Political influence over monetary policy can undermine long-term economic stability, with a potential impact on investor confidence, bond markets, and the broader economy. This article explores scenarios ranging from zero influence to a mild erosion of US Federal Reserve independence to outright political capture.

You can now watch the replay of our webinar: The new multi-plural world: Macro divergence meets yield

Discover the key insights from our Q2 Fixed Income webinar, where our experts explored the latest market shifts and strategic positioning opportunities in a rapidly evolving environment.

The US dollar’s reign is faltering, and we believe a prolonged dollar bear market is underway – a scenario that has historically been a tailwind for emerging market economic growth and asset valuations. However, not all emerging equity markets respond equally to the dollar’s decline.

You can now watch the replay of our webinar: A new world order? Where next for markets and Fixed Income?

You can now watch the replay of our webinar, From campaign to presidency: Trump’s early days in office.

Given the estimated needs for transition financing, the success of impact investing in public markets is critical to achieve the necessary scale. To ensure a growing adoption of impact strategies, it is critical that investment managers deliver measurable impact and at least equivalent financial performance through the cycle compared to “traditional” strategies.

Watch our livestream where Reto Cueni, Chief Economist and Dan Scott, Head of Multi Asset and Chief Investment Officer, together with Prof. Dr. Stephan Bierling, Head of the Chair of International Politics and Transatlantic Relations at the University of Regensburg, analyze the potential economic factors and implications of the recent US election.

Watch our livestream where Andrew Jackson, Head Fixed Income and Eoin Walsh, Partner & Portfolio Manager TwentyFour Asset Management delve into the current bond market landscape.