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Your world, wide open

 

Perspective creates potential. With diverse views, our goal is to design better investment outcomes for you.

Discover a different worldview

We believe great minds think differently. That’s why our people have the freedom to own their views, adapt to clients’ changing needs, and develop new perspectives.

Partner with Vontobel for new sources of growth and yield across global equity and fixed income markets.

As an independent asset manager, we are empowered to build better futures for institutional and intermediary investors worldwide.

 

Rethink your roadmap with active solutions

Vontobel at a glance

6

124

bn
20 1924

250+

10+ 50+ 50.9%

How open are investors' minds?

Investors plan to allocate to emerging markets fixed income and public markets outpace private markets in impact allocations.

Key findings of Vontobel’s annual fixed income investor survey

Our Global Investor Study surveyed more than 200 investment decision-makers in Europe, the Americas and Asia Pacific on EM fixed income views and expectations.

Investors are more bullish about fixed income & emerging market (EM) bonds lead the pack

51% Are more optimistic about fixed income in the wake of the surge in interest rates in recent months. They plan on allocating more to EM than developed markets (DM) over the next 24 months.

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Yield, liquidity, ESG are priorities

Yield remained investors’ top priority. Liquidity and ESG swapped places from last year for the second and third spots.

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Active is by far the favored approach

When asked what they thought the best approach to EM fixed income was over the next two years, investors favored active approaches across the board.

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Annual impact survey reveals investor trends.

Our Impact Investing Study 2023 surveyed 81 institutional investors and 112 professional investors from 21 countries throughout Europe, Asia Pacific, and North America.

Public markets outpace private markets in impact allocations

Investors search for high-conviction impact managers in listed equities, as scaling impact investments demands greater involvement of public markets.

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Investors are going global in the search for public impact opportunities

Investors are broadening their horizons, looking for managers with transparency and measurability of impact results, credibility, and a track record of delivering positive impact and financial performance.

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Investors are satisfied with financial and non-financial returns as they seek profit with purpose

Aligning investments with values and philosophy motivates sophisticated investors to adopt impact strategies. However, there are challenges associated with measuring social impact.

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The selection of questions and the results of the survey do not reflect the opinion of Vontobel. Majority opinions or tendencies that can be deduced from the results should not be understood as a recommendation to invest accordingly.

What is your view on the trajectory of inflation?

Choices

How can we help open your world?

We empower you to further diversify your portfolio and open up a world of opportunities for the quality and performance you desire.

 

 

 

Important Information: Environmental, Social, and Governance (“ESG”) and investors use these criteria as a set of standards to screen potential investments. ESG investing and criteria employed may be subjective in nature. The considerations assessed as part of ESG processes may vary across types of investments and issuers and not every factor may be identified or considered for all investments. Information used to evaluate ESG components may vary across providers and issuers as ESG is not a uniformly defined characteristic. ESG investing may forego market opportunities available to strategies which do not utilize such criteria. There is no guarantee the criteria and techniques employed will be successful. Unless otherwise stated within the strategy's investment objective, information herein does not imply that the Vontobel strategy has an ESG-aligned investment objective, but rather describes how ESG criteria and factors are considered as part of the overall investment process. Neither asset allocation nor diversification assure a profit or protect against possible losses in declining markets. All investing involves risk, including possible loss of principal. No representation is given that the securities, products, or services discussed herein are suitable for any particular investor.