Azioni

Scopri come il team Impact Investing affronta cambiamenti economici e incertezza politica per contribuire al cambiamento sostenibile. Nella sesta Relazione sull’Impatto annuale illustriamo strategie, metodi e risultati relativi agli investimenti in soluzioni a basse emissioni di carbonio e infrastrutture smart.

The mining industry is entering a green supercycle, driven by demand for metals and minerals needed for decarbonization. Despite increased competition and deeper mining, technological advancements are boosting productivity and reducing emissions. This presents compelling long-term investment opportunities in this evolving industry.

Watch the latest update by our Head of Quantitative Investments Andrea Gentilini for the latest trends affecting our systematic investment approach.

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.

The latest Quanta Byte explores the potential pitfalls of relying solely on gold. While it remains a solid hedge against geopolitical shocks, it lags in inflation hedging. By focusing solely on gold, you may be missing out on a wider range of opportunities within the commodities basket.

Companies and countries are transforming the $1tn installed base of traditional data centers into AI factories, creating a compelling investment opportunity for infrastructure investors. Many technology companies have a dual mandate in achieving this transformation: harness enough electricity to reliably power their data centers while doing so with clean energy.

La strategia covered call del fondo Vontobel SSEIP, che offre protezione dalle flessioni di mercato, si è dimostrata resiliente. Guardando al futuro, SSEIP Fund offre un approccio bilanciato al reddito e all'esposizione di mercato.

Watch the latest update by our Head of Quantitative Investments Andrea Gentilini for the latest trends affecting our systematic investment approach.

Le forze alla base dell’attuale andamento dei mercati rendono particolarmente difficile trovare il giusto equilibrio. Come possono gli investitori attingere all’enorme potenziale dell’IA senza assumersi troppi rischi? Ecco come il nostro team Quality Growth riesce a gestire i rischi mantenendo un sano equilibrio.

Learn more about the promising outlook for commodities in our latest Quanta Byte. We delve into historical trends, the U.S. shale boom, and emerging demand drivers for the asset class. Discover why investing in commodities could be a strategic move for attractive returns

Watch and learn about the latest trends in Quantitative Investment’s systematic approach, in volatility, equities, fixed income and Fx

Com’è possibile gestire l’impatto della volatilità di mercato dovuta all’esito delle elezioni? Matthew Benkendorf, CIO della nostra Boutique Quality Growth, illustra modi per trovare stabilità nell’attuale fase di turbolenza.