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: Charting the Path for Fixed Income in 2026
Asset management
In this webinar, Andrew Jackson, Head Investments and Head Fixed Income Boutique at Vontobel, and Chris Bowie, Partner, Co-Head of Investment Grade at TwentyFour Asset Management, delved into the latest market trends and identify key opportunities to navigate the future of Fixed Income in 2026.
Here are some of the questions we discussed during the webinar:
- How the “K-shaped” economy is complicating the Fed’s policy outlook and masking market disparities
- Why tight credit spreads and inefficiencies in corporate bond markets may open the door for alpha generation in developed and emerging markets
- How strong performance, continued sovereign rating upgrades, and sustained inflows could support emerging market debt
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Mercati emergenti: il treno è partito, ma puoi ancora salire a bordoInsight correlati
Asset management
Mercati emergenti: il treno è partito, ma puoi ancora salire a bordo
I mercati emergenti hanno appena superato due grandi shock globali — e ne sono usciti vincitori. A nostro avviso, non si tratta di un caso. Molti investitori hanno mancato il rimbalzo post-Liberation Day rimanendo ancorati a un paradigma che potrebbe non descrivere più adeguatamente l'universo dei mercati emergenti. La stessa errata valutazione rischia di aggravare ulteriormente la potenziale sottoesposizione del portafoglio oggi.
TwentyFour
Portfolio Insights: Investment Grade – April 2026
TwentyFour Asset Management’s Jack Daley reflects on a strong start to 2026 for investment grade credit, before geopolitical escalation in the Middle East drove increased volatility later in the quarter and shaped market conditions.
Asset management
Markets have turned the page on war. Have you?
Markets have bounced back to pre-conflict highs. The Conviction Equities and Multi Asset boutiques share their views on why this signal may be worth paying attention to.
Asset management
Replay: Geopolitics, inflation and credit — what’s next for Fixed Income?
Vontobel’s experts discuss how geopolitics, inflation and credit are shaping the outlook for fixed income, exploring the impact of the Middle East crisis, diverging paths between the U.S. and Europe, and where value opportunities may emerge across credit markets.
TwentyFour
Flash Fixed Income: Lo shock iraniano divide le banche centrali
Come investitori obbligazionari, ci concentriamo sulle ripercussioni dello shock sulle variabili chiave per le obbligazioni: inflazione, crescita e risposta delle banche centrali.
Asset management
Replay: Escalation in the Middle East – Iran, the US, and global markets
Our Vontobel experts, Dan Scott, Head of Multi-Asset & CIO; Christoph Boner, Chief Investment Allocation Officer; and Georg Häsler, security and military expert at NZZ, analyzed the latest developments in the Iran conflict. The discussion covered the blockade of the Strait of Hormuz, the scope for action of the US, China’s role, and the implications for global energy supplies.