Vontobel Now

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?

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?

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

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?

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?

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?

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.

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?