War in Ukraine

2022 was a stormy year for bonds. As 2023 gets under way, our Fixed Income Boutique heads predict whether bonds are set for a smooth touchdown or a bumpy landing amid the continuing headwinds in the global economy.

Gordon Shannon reviews Q2 2022 in fixed income and breaks down the resulting risks and opportunities he sees in investment grade bonds.

Dillon Lancaster reviews the main market drivers in the second quarter of 2022 and explains how the Strategic Income team is tackling today’s environment.

Douglas Charleston looks at the development of the European ABS market in the second quarter of 2022 and explains what this could mean for investors going forward.

TwentyFour Partner and Portfolio Manager, Eoin Walsh, discusses market conditions in Q1 2022 and provides his outlook for the year ahead.

TwentyFour Portfolio Manager, Elena Rinaldi, explains how European ABS markets behaved in Q1 2022 and provides her outlook for the year ahead.

TwentyFour Partner and Portfolio Manager, Gordon Shannon, describes the developments of the investment grade strategy in Q1 2022.

Join Vontobel’s Dan Scott and Georg Häsler, Military expert and Editor at NZZ, to understand the geopolitical, economic and investment impacts from the Ukraine crisis – and how investors can adjust their portfolios amid the lack of clarity surrounding details of the war. How can we estimate the probability of various scenarios?

Inflation is here to stay, so does the traditional 60/40 portfolio go out the window? Not really, but it needs rethinking. Actively managed strategies that exploit higher rates and pricing inefficiencies in various bond segments are the way forward.

Strategist and Portfolio Manager Carlos de Sousa gives three possible scenarios to the ongoing war in Ukraine and how he sees Ukrainian, Russian and Belarusian bonds being impacted.

Growth in 2022 is likely to be above historical averages for most developed economies, even after adjusting forecasts for the impact of the Russian invasion.

The war in Ukraine, as troubling as it is, may yet prove a relatively minor event for equity markets, according to Frank Häusler, Vontobel’s Chief Investment Strategist. Historically, stock prices have recovered after every major international crisis since 1941, unless there was a global recession – and that isn’t currently his baseline scenario.