White Paper

Despite the global ESG backlash, companies are continuing to work toward sustainability goals. The Conviction Equities Boutique’s Engagement Report captures the trends emerging for their dialogues and explains the team’s approach.

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.

ESG frameworks have faced rising political pushback and growing skepticism, with some investors questioning the feasibility of climate goals under current political and economic conditions. We believe, even during turbulent times, the transition to a low-carbon economy is here to stay. Read the latest Impact Report for more insights.

Are traditional factors falling behind? In this Expl(AI)ning Quanta Byte, we explore how AI can breathe new life into factor investing. Discover the concept of AI-powered factors—a smarter, more adaptive approach that turns static models into predictive engines.

How do you build the perfect portfolio? Portfolio construction is a little like gourmet cooking, where quality ingredients are combined to create a balanced meal. Portfolio Manager David Souccar reveals our view on what’s at the heart of that delicate balance between risk and return.

Factor investing has long explained market behavior, but its flaws—timing dependencies, rigid linearity, and backward-looking assumptions—limit predictive power. Can AI overcome these? This Expl(AI)ning episode dissects factor evolution, their pitfalls, and how machine learning enables dynamic models. Dive into quantitative investing’s future.

Discover how our Impact Investing team navigates economic shifts and political uncertainty to help drive sustainable change. In our sixth annual Impact Report, we reveal our strategies, methodologies, and results in investing in low-carbon solutions and smart infrastructure.

Over the past decade, private credit has grown from a $400bn niche industry into a $1.6tr market that competes with more traditional asset classes for significant investor allocations.

What is the intersection between geopolitics and climate change? The latest white paper by our Chief Economist Reto Cueni and Senior ESG Analyst Veronika Stolbova explores how these factors shape international relations, industrial policies, and the global power balance.

Our latest papers explore the interplay between financial acumen, sustainability, and cognitive dimensions shaping ESG recommendations.

A thorough consideration of resources, and their pricing, is a key element to a sound investment strategy. Future-proof investing requires an understanding of the world we operate in today and will inherit tomorrow. Resources, quite literally, shape that world.

The wave of alarming headlines can sometimes seem to dwarf the social challenges the world faces. But Impact investing addresses a wide array of important issues that may be a bit more difficult to grasp. The latest Impact Report for Vontobel’s Global Impact Equities strategy provides case studies to highlight the steps towards positive change.