Fixed Income quarterly webinars
Join us for our quarterly Fixed Income webinars as we explore evolving global markets and the geopolitical risks reshaping investment landscapes.
Replay: A new world order? Where next for markets and Fixed Income?
Asset management
Discover the key insights from our Q1 Fixed Income webinar, where our experts explored the shifting global markets and the geopolitical forces shaping investment strategies. We uncovered emerging opportunities, analysed key trends in Fixed Income, and discussed why global bond investors are expanding their horizons beyond the US.
Key topics covered:
- The relevance of European banks – Are they still a solid investment choice?
- Emerging markets amid geopolitical risks – Hidden gems or too risky?
- Have we exhausted all value? – Assessing remaining investment opportunities.
Sobre los autores
Fondos relacionados
Vontobel Fund - Emerging Markets Blend
Vontobel Fund - Emerging Markets Debt
Vontobel Fund - TwentyFour Strategic Income Fund
Sobre los autores
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US Treasury intervention unlikely to provide lasting supportInsights relacionados
TwentyFour
US Treasury intervention unlikely to provide lasting support
The US Treasury Department surprised markets yesterday afternoon by announcing an increase in its buyback operations, which will “at least double” to $4bn, from 9 September to 4 November.
TwentyFour
Los tres pilares del Multi-Asset Credit en TwentyFour
La estrategia Multi-Asset Credit de TwentyFour se basa en un enfoque de tres pilares centrado en las rentas, el valor relativo y un alfa diferenciado. Esto permite a nuestros gestores de activos emplear una asignación dinámica para tratar de lograr sólidas rentabilidades ajustadas al riesgo en el crédito global.
Fixed Income Boutique
Fundamentals, technicals, and complacency are outweighing uncertainty
The reopening of the Strait of Hormuz has reduced inflation concerns. While tight credit spreads limit upside, fundamentals and technicals remain supportive of fixed income markets. We are modestly constructive but cautious, particularly on private credit, where complacency around liquidity risks appears underappreciated.
Fixed Income Boutique
Somewhat reopened is good enough for EM fixed income
EM fixed income stayed resilient through the war-induced shock. As oil prices fell, inflation remained contained. Capital inflows resumed after a brief interruption and sovereign rating upgrades continued. We believe the asset class is supported by elevated global risk appetite, attractive local-currency yields, and diversification away from US assets.
TwentyFour
Cinco razones para invertir en crédito multiactivos
El crédito multiactivos (MAC) es una estrategia de renta fija activa y sin restricciones que busca obtener mayores retornos para los inversores que aceptan un mayor riesgo de mercado y de crédito. Mediante una combinación de exposición a sectores especializados, asignación dinámica de activos y diversificación, una estrategia MAC tiene como objetivo aprovechar las primas de riesgo de crédito globales al tiempo que gestiona la volatilidad.
Asset management
Replay: Rates, credit & market reality — what matters now?
Vontobel’s experts assess the implications of the latest US-Iran deal for inflation and interest rates, exploring the policy outlook for the Fed, ECB and Bank of England, and discussing where opportunities and risks may emerge across fixed income markets.