Expectations of higher inflation and rising interest rates have increased since Donald Trump won the race for the White House. The potential inflationary effects of his pro-growth policies have caused the ten-year Treasury yield to rise markedly since the election. But even though bond yields have ticked up both in the U.S. and Europe in recent months, income available to investors in government bonds remains low. By contrast, we are able to build a portfolio of companies in the Vontobel Global Equity Income Fund displaying both relatively attractive yield and growth in dividends.
Furthermore, in addition to yield, equities offer the potential for long-term capital gains. But 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.
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
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
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.
The U.S. equity market is in its ninth year of a bull run and some investors are concerned that a correction is looming. While market conditions are generally favorable, there are some fundamental pressures that could impact volatility over the short term, such as rising rates in the U.S. We believe the best way to navigate a potentially tricky market is to take a bottom-up approach and invest in “quality” companies with consistent and resilient earnings growth.
In this interactive webinar, Matthew Benkendorf, Chief Investment Officer and Lead Portfolio Manager, discusses why an active, high quality approach to US equities can lead to competitive returns with lower risk than the index over a full market cycle.
Emerging market corporate bonds are thriving, offering considerable pick up compared to emerging sovereigns and developed market equivalents… but with considerably less leverage and lower duration. Certain segments of the market can also be highly decorrelated from the broader markets because price action tends to be corporate specific.
Join us for an interactive webinar where Wouter Van Overfelt and Sergey Goncharov will reveal how our signature value strategies, combined with our contrarian approach to special situations (which other managers often avoid) can help you extract alpha from emerging market corporate bonds.
Emerging market debt is an under-invested asset class offering higher yielding bonds compared to the bonds of developed markets with a similar credit rating. Join Luc D'hooge, Head of Emerging Markets Bonds, as he explains the advantages available to investors in the asset class:
•Why emerging market growth is outpacing developed markets?
•Where to find returns in the diverse emerging market bond universe?
•How relative-value trades can boost portfolio performance?