Conviction Equities
Concentrated and fundamentally driven high-conviction equity portfolios managed by four teams specialized in emerging markets, impact investing, thematic investing, and Switzerland.
Investing in EM equities in the digital age
Conviction Equities Boutique
Watch our livestream where Jean-Louis Nakamura, Head of Vontobel Conviction Equities, hosts a discussion between Viktor Shvets, Head of Global Desk Strategy at Macquarie and Anthony Corrigan, Client Portfolio Manager, about the role that emerging market (EM) equities play in today’s global equity portfolio and what key factors need to be considered when building a resilient EM equity portfolio.
Related insights
Conviction Equities Boutique
Empowering change: Impact Report 2024
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.
Quality Growth Boutique
Judgment Call: Looking behind the numbers to identify real quality
Navigating challenging markets requires assessing earnings and revenue trends and digging into balance sheets. But financial metrics alone can be backward looking. A fundamental understanding of industries, companies, and markets can provide important insights that can help avoid hidden risks and identify overlooked growth drivers.
Conviction Equities Boutique
Do we need to put a Q in ESG?
Is ESG simply a different label for quality or could quality stand as a less controversial and politically sensitive description of highly sustainable companies? The question of whether ESG characteristics of listed companies form a new independent factor and a distinctive source of returns is an important one to address.
Asset management
A question of perception: how quality investing evolves over time
Over time the definition of quality has broadened and become subject to a variety of interpretations, with sometimes significant divergence in the performance of quality strategies depending on market conditions.
Conviction Equities Boutique
What's ahead for Global Equities in 2024?
Are stock markets poised for a good year in 2024? Jean-Louis Nakamura, head of the Convictions Equities Boutique takes a comprehensive look at the various factors that indicate it may well be.
Quality Growth Boutique
2024 Global Equity Outlook: Soldiering On
Legendary investor Charlie Munger, who recently passed away, followed a simple philosophy of “soldiering on” – persevering through challenging times while also knowing when to seize opportunities. Munger’s wisdom guides us as we manage key risks and seek to find opportunities in 2024.