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    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.

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Viewpoint

Asset management
2023-01-11_geopolitical-terms-vocabulary-for-a-new-world_teaser
Jan 16 2023 Viewpoint

Geopolitical terms: Vocabulary for a new world

As new regimes emerge, so do new words to explain them. Understanding the world, one geopolitical term at a time.
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Quantitative Investments
 2023-01-10_bi-data_teaser
Jan 10 2023 Viewpoint

Big Data: Man and Machine as a Team in the Investment Process

Should we blindly follow a machine? Or is human judgment needed to make weighed decisions? We believe that man and machine must act as a team to achieve the best results. That's why we developed the Wave, which is based on a big data approach and serves as a compass in our investment process.
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Asset management
2021-10-04_EM_Key-trends-in-emerging-markets_teaser
Jan 01 2023 Viewpoint

Three reasons to invest in emerging market equities

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:
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Conviction Equities Boutique
2022-11-17_meeting-sustainability-and-investor-goals_teaser
Nov 24 2022 Viewpoint

Meeting sustainability and investor goals by supporting biodiversity

Biodiversity loss often takes a backseat to climate change in global headlines but ignoring the preservation of natural ecosystems poses a threat to water, land, marine life, health, and can increase poverty. There is an urgent need for change. The upcoming COP 15 will address biodiversity solutions that will benefit companies, investors, and society.
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TwentyFour
Why short term bonds are the best game in town image
Nov 23 2022 Viewpoint

Are short term bonds the ‘best game in town’?

With investors caught between inflation and recession, TwentyFour Asset Management’s Chris Bowie argues current valuations in short term, investment grade bonds can offer portfolios both downside protection and attractive yields.
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Quality Growth Boutique
2022-11-16_2022-11-16_preparing-your-portfolio-for-a-recession_teaser
Nov 22 2022 Viewpoint

Preparing your portfolio for a recession

As the cycle of market excesses comes to an end, how can investors prepare? Tilt towards a portfolio of less-cyclical companies with pricing power and don’t mistake quality companies for those with an exciting story. The good news is that human ingenuity is not limited by the macro environment.
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Asset management
2022-11-21-following-up-on-the-us-midterms_teaser
Nov 21 2022 Viewpoint

Following up on the US midterms

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?
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Asset management
2022-11-17_lord-patten-livestream_teaser
Nov 21 2022 Viewpoint

What geopolitical trends to expect? Lord Patten connects the dots

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.
Watch now
Conviction Equities Boutique
2022-11-09_2022-11-09_embracing-net-zero-targets-the-right-way_teaser
Nov 14 2022 Viewpoint

Embracing net zero targets the right way

With Egypt’s Sharm el-Sheikh being the venue of this year’s United Nations Climate Change Conference (COP), it’s worth remembering that developing economies bear most of the negative effects of emissions mainly produced in industrialized nations. Therefore, the onus is on western companies to go “net zero carbon”, but how to measure their progress? One common yardstick for investors is the carbon footprint method – or the more encompassing “potential avoided emissions” method propagated by Vontobel’s impact investing team.
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Conviction Equities Boutique
2022-10-24_global_food_crisis_teaser
Nov 02 2022 Viewpoint

Global food crisis: How can investors help to ease it?

Feeding a starving person is important, we all agree on that. But from an investor’s point of view, allocating capital to companies working towards the same end is perhaps even more appropriate. But first, go find promising ones active in areas such as increasing land yields, reducing food waste, or preserving biodiversity, to name a few.
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Quality Growth Boutique
2022-10-31_music-stops_teaser
Oct 31 2022 Viewpoint

When the music stops: preparing your portfolio for the end of easy money

As the cycle of market excesses comes to an end, how can investors prepare? Tilt towards a portfolio of less-cyclical companies with pricing power; don’t mistake quality companies for those with an exciting story; and watch out for underestimated risks, such as carbon emission liabilities.
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Conviction Equities Boutique
2022-10-26_china-no-negative-surprises_teaser
Oct 26 2022 Viewpoint

China: Market overreaction despite no negative surprises from National Party Congress

Price action on Monday has taken the implied equity risk premium to 10.7%, the highest since 2008. Foreign investors appear to have interpreted the composition of newly appointed Standing Committee in China as offering less likelihood of a change in policy direction on the government’s dynamic zero-Covid stance. However, the announced policies were in-line with expectations and there were no negative surprises.
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Your local team

Find out more about your local team, and who can help you.
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Our locations

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

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