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Vontobel Asset Management

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  • Downside Protection in Emerging Markets Equities
    Downside Protection in Emerging Markets Equities
    Jin Zhang, Portfolio Manager in our Quality Growth Boutique Recorded: Nov 22 2018 27 mins
    Downside protection is particularly relevant today as volatility is expected to increase in emerging markets. Whether it’s the impact of rising rates in the U.S., escalating U.S.-China trade tensions or political turmoil in Turkey or Brazil, a quality growth approach can help navigate uncertainty and uncover the return potential held within the planet’s most dynamic economic area.

    With decades of experience investing in emerging markets equities, our team seeks to invest in quality growth companies that can consistently and predictably grow earnings year in and year out. By delivering in both good and difficult environments, we seek to outperform the market with less risk over time.
  • Emerging markets corporate bonds
    Emerging markets corporate bonds
    Wouter Van Overfelt, Francesco Tarabini Castellani Recorded: Nov 13 2018 33 mins
    Inefficiencies are prolific in the emerging corporate bond space, making it an active manager’s paradise. In this webinar, Wouter Van Overfelt, Senior Portfolio Manager, will explain how to take advantage of these inefficiencies by complementing tried and tested value-driven strategies with event-driven opportunities.

    Wouter will also answer your questions and discuss the following:
    -Why he actively seeks stories which other managers avoid.
    -Where he is finding value in the current market.
    -What his views are on recent market developments.
  • Downside Protection in Emerging Markets Equities
    Downside Protection in Emerging Markets Equities
    Jin Zhang, Portfolio Manager in our Quality Growth Boutique Recorded: Oct 11 2018 26 mins
    Downside protection is particularly relevant today as volatility is expected to increase in emerging markets. Whether it’s the impact of rising rates in the U.S., escalating U.S.-China trade tensions or political turmoil in Turkey or Brazil, a quality growth approach can help navigate uncertainty and uncover the return potential held within the planet’s most dynamic economic area.

    With decades of experience investing in emerging markets equities, our team seeks to invest in quality growth companies that can consistently and predictably grow earnings year in and year out. By delivering in both good and difficult environments, we seek to outperform the market with less risk over time.
  • Protecting a bond portfolio from duration and volatility
    Protecting a bond portfolio from duration and volatility
    Chris Bowie, Partner and Portfolio manager at TwentyFour Asset Management Recorded: Sep 25 2018 30 mins
    Fixed income investors globally face a huge challenge defending returns against rising rates and resurgent volatility. Central banks are on the path to policy normalisation and in all likelihood the low yields of this cycle are now behind us, while bond market volatility has returned with a vengeance in 2018 as markets struggle to navigate an increasingly unpredictable geopolitical climate.

    In this webinar, TwentyFour Asset Management partner and portfolio manager Chris Bowie shows that even within the fixed rate investment grade bond market, there is a mix of assets that can offer protection against these challenging conditions without giving up the potential for absolute returns.
  • How avoiding carbon emissions can benefit investor portfolios
    How avoiding carbon emissions can benefit investor portfolios
    Pascal Dudle, CEFA, portfolio manager; Marco Lenfers, CFA, client portfolio manager Recorded: Jul 5 2018 16 mins
    As investors, millennials usually are “sustainials”. They keep an eye on the positive environmental impact of their portfolio holdings as well as on financial returns. But they need to separate the wheat from the chaff. For instance, what’s the correct way of measuring carbon emissions? Either you apply the backward-looking CO2 footprint method, or you look ahead, using the less-known concept of “avoided CO2-emissions” instead.

    Why we prefer the “avoided CO2 emissions” concept to the “carbon footprint” method

    In this webinar, Pascal Dudle and Marco Lenfers of the Sustainable & Thematic Boutique explain the difference between these two methods, using the lighting industry as an example. Their main points:

    -Clean-tech companies with the potential to avoid emissions help achieve the United Nations’ Sustainable Development Goals
    -They are likely to gain market share and face fewer regulatory issues than competitors
    -As a consequence, their shares should rise and benefit investor portfolios
  • Multi asset income investing – it’s all about the right mix
    Multi asset income investing – it’s all about the right mix
    Dominik Zoerner and Stefan Meinhold Recorded: Apr 26 2018 23 mins
    From our Multi Asset Boutique Stefan Meinhold (Client Portfolio Manager) and Dominik Zoerner (Multi Asset Income Portfolio Manager) will present their market assessment and elaborate on the prerequisites for a multi asset income strategy to become successful:
    - diversify involved risks wisely
    - manage the portfolio dynamically with a focus on risk management
    - taking the perspective of a creditor, who is not greedy but likes to earn income and wants his invested money back
  • How to achieve sustainable equity income
    How to achieve sustainable equity income
    Ramiz Chelat Recorded: Mar 28 2018 32 mins
    How can investors make sure they achieve sustainable equity income and attractive total returns, especially as interest rates may rise further and lead to market volatility and thus downside risk? Join us for a webinar where portfolio manager Ramiz Chelat will answer your questions and reveal:
    -What to look for in a dividend stock
    -How to find sustainable equity income in a rising rate environment
    -Why in addition to a company's ability to maintain its current dividend, it’s also important to consider whether it may be able to increase its dividend over time.
  • Find the value in fixed income
    Find the value in fixed income
    Mark Holman, CEO and Portfolio Manager Recorded: Mar 8 2018 52 mins
    Income continues to be a scarce commodity in financial markets. Fixed income remains the most natural place to look but finding value can be a challenge in the current market environment.

    Where do you look for safe yield whilst rates are going up?

    To find out, join our webinar where Mark Holman of TwentyFour Asset Management will answer this question and discuss:
    •Where we see value for investors in 2018
    •The areas of fixed income we like and why
    •A model portfolio for income generation

    Find out more about income at www.vontobel.com/income
  • Income. Take credit for it.
    Income. Take credit for it.
    Christian Hantel and Wouter Van Overfelt Recorded: Feb 7 2018 50 mins
    A new digital reality is changing the world when it comes to fixed-income investing by suppressing pricing power, wage inflation and spending growth – these changes will require lower rates for longer.

    This raises the question: Can income still be found in the world of fixed income?

    To find out, join this webinar where portfolio managers Christian Hantel and Wouter Van Overfelt will answer your questions and reveal:
    -How to find recurring forms of income with an active approach to corporate bonds in both developed and emerging markets
    -Why credit selection can help you find attractive income
    -What pockets in the credit market can still provide spreads that more than compensate for the credit risk taken

    Read more about income at www.vontobel.com/income
  • Vontobel Quality Growth Boutique : Year-End Review & Outlook
    Vontobel Quality Growth Boutique : Year-End Review & Outlook
    Matthew Benkendorf, Chief Investment Officer Recorded: Jan 19 2018 39 mins
    2017 was a year to remember. U.S. equity markets reached new all-time highs, the Eurozone gathered steam amid a broad-based recovery and emerging markets rallied on improving fundamentals and economic reforms – and volatility hovered at historic lows.

    Join our webinar where CIO Matthew Benkendorf will share his thoughts on what’s in store for 2018. Andrew Raisman, Head of Quality Growth Sales EMEA, will moderate a live Q&A with Matt.

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