Episodes
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Join Vontobel Asset Management’s Lara Kesterton and Julia Haake from Moody's to hear insights on how investors can adapt and evolve to make ESG ‘fit for purpose’ amid the macro, market and geopolitical headwinds, as well as the emerging labyrinth of regulations and standards. What’s next on the ESG agenda?
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Join Vontobel Asset Management’s Gianluca Ungari and Michele Calcaterra of the SDA Bocconi School of Management to hear insights from joint research on the evolving role and responsibilities of asset managers and investors in response to ESG trends and regulations. Can the industry live up to new expectations?
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Episodes manquant?
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Join Vontobel’s Simon Lue-Fong and Sam Knox of Institutional Investor to learn about the key findings from an exclusive survey of 300 asset-owning institutions globally, and understand how EM fixed income can deliver a combination of yield, diversification and ESG alignment. Read more on the paper here: https://am.vontobel.com/en/unfix-your-thinking?utm_term=AM&utm_campaign=2022_h1_FI&utm_medium=pod&utm_source=acast
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Join Vontobel’s Dan Scott and Georg Häsler, Military expert and Editor at NZZ, to understand the geopolitical, economic and investment impacts from the Ukraine crisis – and how investors can adjust their portfolios amid the lack of clarity surrounding details of the war. How can we estimate the probability of various scenarios?
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Join Vontobel’s Dan Scott and Benno Zogg, Eastern Europe Expert and Senior Researcher and Team Leader, Center for Security Studies, ETH, Zurich, to better understand the geopolitical consequences of the conflict and how asset allocation could be reshaped in response. What’s the potential impact on military and economic security, and on energy policies? How could portfolios adapt?
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Join Vontobel’s Romain Hohl and Andrew Hall of Saxjo to learn more about the energy revolution and its implications. How can the transition advance the green agenda? What solutions are emerging? Will these address policy, technology, supply and investment challenges? And what are the investment opportunities?
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Join Vontobel’s Sven Schubert and Eurasia Group’s Michael Hirson to hear what the US-China battle for technology leadership means for the world’s economy – and for investment portfolios. Where does Europe and the rest of Asia fit in? Which sectors stand to gain? How should investors adjust exposure to key themes?
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Join Carlos de Sousa, Vontobel and Thomas Laryea of Orrick, Herrington & Sutcliffe LLP as they dispel the myths of EM sovereign debt defaults. Hear a fresh perspective on how and why investors should take a close look sovereign distress in EM, especially amid recent and ongoing debt restructurings.
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Join Elena Tedesco, Vontobel, and Adeline Tan, Mercer, in this episode. As investors pay greater attention to the ‘S’ pillar, they wonder how health and safety, human rights, diversity and labour rights influence portfolio performance. How does social factors make an impact? What are the engagement trends in Europe and Asia?
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Join Elena Tedesco, Vontobel and Adeline Tan, Mercer in this episode.
With the pandemic putting the spotlight on inequalities, social factors have become more prominent as a consideration in investing. Are there misconceptions about the importance of social issues? What role do they play in the attractiveness of a company?
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Join Benny Gay, Vontobel and Vanina Faber, IMD Business School.
As the rapid evolution in economies, societies, demographics, technology, climate and consumer behaviour shape the world around us, investors must adapt to prepare for a new-look future. What are the key drivers to consider? What role will thematic investing play?
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From meat substitutes to sustainable products to smart farming, alternative solutions to supply challenges and changing consumer preferences are creating widespread disruption in the food sector. This podcast explores these new dynamics and, in turn, the investment themes to watch out for amid a new future for food.
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The surge in mobile communications, the Internet of Things and cloud computing are part of an unstoppable shift to a digitalised world. This podcast explores the pressing need – at all companies – for cyber protection, and highlights the opportunities this creates for investors to capitalise on this trend.
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Tackling climate risk will create new and significant investment opportunities in the years ahead. How can investors capitalise on these? This episode identifies key sectors and markets likely to benefit from the transition now underway – and outlines the processes required – to ensure a positive impact for portfolios.
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Emerging market debt offers an income solution to a challenging and uncertain market backdrop. This podcast identifies some of the latest trends, diversification opportunities and considerations for investors looking to bolster their portfolio with this growing and resilient asset class.
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Flows into ESG funds continue to grow, both globally and within Asia. This podcast discusses recent trends and popular themes in sustainable fixed income – and offers investors practical insights to help them assess opportunities to add these assets to their portfolios.
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Structured solutions can provide tailored outcomes to benefit investors in various market environments. This episode explores the role and application of these solutions, with practical examples and insights into portfolio considerations.
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In the first episode, "What does a new-look macro environment mean for Asian investors", hear expert insights for income in 2021 given the current landscape and outlook.
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Vontobel Now is a podcast series which aims to give investors a fresh perspective on what the dynamics of the macro landscape and market trends mean for investors.Subscribe to listen to the insights from our expert speakers on Vontobel Now.
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