Asset management

Fresh water is an essential but scarce resource, plentiful in some regions and sparse in others. On World Water Day, our Chief Economist Reto Cueni examines the global risk landscape related to water scarcity, and possible solutions to alleviate a growing problem.

Over time the definition of quality has broadened and become subject to a variety of interpretations, with sometimes significant divergence in the performance of quality strategies depending on market conditions.

The regulatory environment for ESG has been shifting, and this means new rules of the road regarding labelling and reporting. What can we expect to see in 2024 and in the near-term?

We believe that in the wake of current energy security concerns, the energy transition has gathered impressive momentum and is now at an inflection point. What does this mean for investors?

Nature is our source. Challenges to natural capital are prompting the world to rethink its relationship with nature and the value we place on it. This article provides a bird-eye view of why investors should care about the semantics and monetization and regulation of nature.

Clean and safe water is essential to human survival. A key building block of our world, it’s also at the center of many global challenges. World Water Week draws attention to the need for innovation at a time of unprecedented challenges.

As new regimes emerge, so do new words to explain them. Understanding the world, one geopolitical term at a time.

After a decade of underperformance, we believe emerging market equities are set for a brighter next chapter and any further short-term pain will be outweighed by the opportunity for longer-term gain. Here are three reasons why:

US voters have hit the polls in a vote that determines the power dynamics in US Congress. While the Democrats have retained control of the Senate, Republicans have taken control of the House of Representatives. So, what does the outcome mean?

Will the US midterm results shape the country’s foreign policy? What to expect in terms of economic blocs? Where does the EU fit into it all? As investors juggle economic and geopolitical challenges, are there underlying trends? Lord Patten joined Dr. Reto Cueni, Vontobel Chief Economist, to share his insights.

Geopolitical tensions, an energy crisis and inflation have marked global activity in 2022. The ball is now in the court of central banks, which in the months ahead will have to quell runaway inflation without risking a global economic freeze.