Most popular strategies

  • Emerging Markets Debt
  • Global Equity
  • International Equity
  • TwentyFour Strategic Income
  • U.S. Equity
Funds
Strategies
Insights
People
Pages

Services

  • Asset management
  • Wealth management

Quick links

  • Vontobel Wealth
  • Vontobel Markets
  • deritrade
  • cosmofunding
  • EAMNet
Vontobel logo
Contact Us Institutional Investor
Asset management
  • Our offering
    hero-investment-teams.jpg
    Investment teams

    We invest with high conviction, supported by bottom-up research and robust risk management, aiming to deliver excellent performance for our clients

    Read more

    Capabilities
    • Equities
      • Emerging Markets Equity
      • European Equity
      • Global Environmental Change
      • Global Equity
      • Global Impact Equities
      • International Equity
      • mtx Emerging Markets Leaders
      • U.S. Equity
    • Fixed income
      • TwentyFour Asset-Backed Securities
      • Emerging Markets Blend
      • Emerging Markets Corporate Bond
      • Emerging Markets Debt
      • TwentyFour Multi-Asset Credit
      • TwentyFour Short Term Bond
      • TwentyFour Strategic Income
    • Quantitative investing
      • Active Beta
      • Active Beta Opportunities
    • ESG investing
    Investment teams
    • Conviction Equities
      • Impact Investing
      • mtx Equities
      • ESG at Conviction Equities
    • Fixed Income
      • Emerging Markets Bonds
      • ESG at Fixed Income
      • Fixed Income Quarterly
    • Quality Growth
      • ESG at Quality Growth
    • Quantitative Investments
      • ESG at Vescore
    • TwentyFour
      • The TwentyFour Blog
    Offering
    • Separately Managed Accounts
    • Collective Investment Trusts
    • Mutual Funds
    • Exchange Traded Funds
    • All Strategies
  • Insights for you
    hero-perspectives
    All Insights
    Clear convictions are a prerequisite for investment success. Our convictions are the result of our relentless in-depth analysis and calculations. We share our findings so that clients can invest with conviction too.

    Read more

    By Type
    • All insights
    • Viewpoints
    • Market updates
    • Reviews & outlooks
    • White papers
    By Asset Class
    • Equities
    • Fixed income
  • About us
    hero-local-team
    Your local team
    Find out more about your local team, and who can help you.

    Read more

    Vontobel
    • About Vontobel
    • Why Vontobel?
    • How we can help you
    • Private Clients
    • Institutional Clients
    Discover more
    • Corporate Governance
    • Investor Relations
    • Media and news
    • Career Opportunities
    Contact Us
    • Your local team
    • Our locations
Contact Us
Search

Insights Topic

Market Update

TwentyFour
The pain is getting real for those long cash
Oct 01 2025 Market Update

The pain is getting real for those long cash

In November 2023, we estimated that holding cash, as opposed to staying invested, could cost investors 10-30% over a three-year period. At the time, we highlighted that interest rates had reached their cyclical peaks and were likely to decrease from that point.
Read more
TwentyFour
Beyond the noise, conditions favour fixed income TwentyFour
Sep 09 2025 Market Update

Beyond the noise, conditions favour fixed income

Felipe Villarroel delivered the keynote address at TwentyFour Asset Management’s Annual Conference in London on September 9, 2025.
Watch now
TwentyFour
Asset-backed finance: How does Europe stack up?
Aug 29 2025 Market Update

Asset-backed finance: How does Europe stack up?

The $5.2tr asset-backed finance (ABF) market represents a growing opportunity to gain exposure to high quality loan pools and the returns they can generate.
Read more
TwentyFour
Asset-Backed Securities Quarterly Update – July 2023
Jul 14 2025 Market Update

Asset-Backed Securities Quarterly Update – July 2025

As the second quarter of 2025 draws to a close, TwentyFour Asset Management’s Elena Rinaldi shares her insights on a period shaped by significant geopolitical and macroeconomic developments.
Watch now
TwentyFour
Multi-Sector Bond Quarterly Update – July 2023
Jul 14 2025 Market Update

Multi-Sector Bond Quarterly Update – July 2025

In his latest update, TwentyFour Asset Management’s George Curtis looks back at a volatile yet resilient Q2 2025 for the Multi-sector bond team.
Watch now
TwentyFour
Investment Grade Quarterly Update – July 2025
Jul 14 2025 Market Update

Investment Grade Quarterly Update – July 2025

TwentyFour Asset Management’s Gordon Shannon reflects on a volatile but resilient second quarter of 2025 for the Investment Grade team, shaped by shifting tariff policies and evolving central bank actions.
Watch now
TwentyFour
European fixed income offers value, not just diversification
Jul 02 2025 Market Update

European fixed income offers value, not just diversification

The turbulent start to 2025 has sent many investors seeking alternatives to US assets, but in our view European fixed income can offer more than just diversification.
Read more
TwentyFour
Tariff turnaround resets the outlook for fixed income
Jun 11 2025 Market Update

Tariff turnaround resets the outlook for fixed income

While tariffs have done meaningful damage to the economic outlook and raised volatility in rates markets, the softening of the US stance has restored confidence in credit returns for 2025.
Read more
TwentyFour
Asset-Backed Securities Quarterly Update – April 2025
Apr 01 2025 Market Update

Asset-Backed Securities Quarterly Update – April 2025

As the first quarter of 2025 concludes, TwentyFour Asset Management’s Pauline Quirin shares her take on the strong performance of the securitisation market and insights for European ABS and Collateralised Loan Obligations (CLOs).
Watch now
TwentyFour
Multi-Sector Bond Quarterly Update – January 2025
Apr 01 2025 Market Update

Multi-Sector Bond Quarterly Update – April 2025

TwentyFour Asset Management’s Eoin Walsh breaks down a turbulent first quarter for investors, driven by newly imposed Trump tariffs and shifting economic forecasts.
Watch now
TwentyFour
Investment Grade Quarterly Update – April 2025
Apr 01 2025 Market Update

Investment Grade Quarterly Update – April 2025

TwentyFour Asset Management’s Chris Bowie reflects on a politically eventful first quarter, its impact on European and US markets and what it could mean for investors going forward.
Watch now
Conviction Equities Boutique
2025-01-27_mtxDeepSeek_teaser.jpg
Jan 27 2025 Market Update

DeepSeek’s strong new AI model – AI’s Sputnik moment?

Shares in Nvidia and ASML have plummeted due to concerns that Chinese AI startup DeepSeek's new model could disrupt the current AI business model. DeepSeek's R1 model, released on January 20, exhibits performance similar to top US large language models (LLMs), but at a fraction of the cost.
Read more
  • Load More
hero-local-team

Your local team

Find out more about your local team, and who can help you.
Read more
hero-our-locations

Our locations

Based in 20 locations across Europe, the United States, and Asia Pacific, we are close to you and your needs.
Read more
Follow us

Footer menu > vontobel

  • Terms & Conditions
  • Privacy Policy
  • Cookie Policy
  • GDPR
  • Information, IT & cyber security

The information, analyses and opinions contained on this website has been prepared by Vontobel Asset Management. Vontobel Asset Management is the brand name for the asset management business of Vontobel Holding AG and its affiliates worldwide including Vontobel Asset Management, Inc. (“Vontobel”, “us” or “we”) and TwentyFour Asset Management (US) LP. Vontobel Asset Management, Inc. and TwentyFour Asset Management (US) LP are registered with the U.S. Securities and Exchange Commission (“SEC”) as investment advisers under the U.S. Investment Advisers Act of 1940, as amended. Registration as an investment adviser does not imply any level of skill or training. Additional information about Vontobel Asset Management, Inc. is available on the firm’s Form ADV. Additional information about TwentyFour Asset Management (US) LP is available on the firm’s Form ADV.

The information on these pages does not constitute investment advice nor an opinion regarding the appropriateness of any investment, or an offer, solicitation or recommendation to buy or sell any investment instruments, or to effect any transactions, or to conclude any legal act of any kind whatsoever.

Products and services described on this website may not yet be available in all jurisdictions or to all investors. Also, not all investment products referenced are provided by either Vontobel Asset Management, Inc. or TwentyFour Asset Management (US) LP.  To enhance the range of investment products available to our clients, we may utilize the services of Vontobel Asset Management affiliates. Some investment strategies are provided directly by Vontobel Asset Management, Inc., or a Vontobel affiliate under its direct supervision through a participating affiliate structure as per relevant SEC no-action guidance, while others are provided by TwentyFour Asset Management (US) LP.

All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed. Past performance is not a reliable indicator of current or future performance. Although Vontobel believes that the information provided herein is based on reliable sources, it cannot assume responsibility for the quality, correctness, timeliness or completeness of the information contained herein. For further information about the conditions to access this webpage and where to obtain relevant information, please refer to the Terms and Conditions here .

en-us

    Vontobel Asset Management

    Welcome to our website. In order to access tailored information please confirm the following:

    For any other countries click here
    Confirm Decline