Ti presentiamo Kerstin

Kerstin Hottner CFA®

Head of Commodities, Portfolio Manager

11 anni di esperienza negli investimenti

10 anni in Vontobel

Zurigo

Vontobel Asset Management AG

Genferstrasse 27

CH-8022 Zurigo

Svizzera

Kerstin Hottner è entrata in Vontobel nel 2016. È responsabile del team Commodities di Multi Asset.

Prima di entrare in Vontobel, ha lavorato come Portfolio Manager a partire dal 2014 presso Vescore (integrata in Vontobel nel 2016), dove si è occupata di effettuare investimenti in materie prime sia come asset class indipendente che nel contesto di strategie multi asset, a partire dal 2015. Nel corso degli anni, le sue analisi sul mercato delle materie prime sono state pubblicate da diversi media, e ha partecipato regolarmente al podcast Xtra Gold fornendo approfondimenti sul tema.

Kerstin ha conseguito una Laurea Magistrale in Economia presso la Ludwig-Maximilians-Universität di Monaco (Germania). È inoltre in possesso dell’abilitazione CFA® (Analista Finanziario Certificato).

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Insight correlati

Multi Asset Boutique

16 Apr 2026 Outlook

Quarterly Commodity Outlook – Markets move. Tankers don't.

The dispersion across commodity sectors persists into Q1 2026, with petroleum now the dominant driver of BCOM performance. In our latest quarterly outlook, we examine the supply dynamics behind elevated oil prices, the sharp precious metals selloff, and our views across energy, metals, and agriculture amid acute geopolitical uncertainty.

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Multi Asset Boutique

15 Gen 2026 Viewpoint

Quarterly Commodity Outlook – Will the dispersion continue?

Commodities delivered strong returns in 2025 with the significant dispersion across commodities. In our quarterly commodity outlook, we discuss our view of oil markets, metals, grains and of course the all shining precious metal rally. Find out where we see value in an environment of macroeconomic tailwind and geopolitical uncertainty.

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Multi Asset Boutique

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18 Nov 2025 Viewpoint

Costa de Roll: How to ride the commodity curve?

Behind every commodity price lies a hidden driver: the roll return. Whether in contango or backwardation, it can transform gains into losses—or the reverse. Discover how understanding futures curve dynamics empowers smarter, more resilient commodity investing.

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Multi Asset Boutique

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16 Ott 2025 Outlook

Quarterly Commodity Outlook – Precious metals in the spotlight as trade tensions flare up

The latest Trump announcement made clear that critical commodities such as rare earths, advanced semiconductors, and even soybeans will remain central battlegrounds and no one will give in easily. Meanwhile, gold powers on and the Russia-Ukraine war continues to impact oil markets.

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Multi Asset Boutique

16 Set 2025 Financial Literacy

Materie prime

Esplora la classe di asset delle materie prime e gli aspetti da considerare per includerle nel proprio portafoglio.

Multi Asset Boutique

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18 Lug 2025 Outlook

Quarterly Commodity Outlook – When global trade reshuffles

After a turbulent H1 driven by tariff headlines, commodities showed resilience. As tensions ease, are markets set for a breather—or just the eye of the storm? From oil and copper to gold and grains, we break down the signals, risks, and opportunities for the months ahead.

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