1. Home
  2. News

Investment Insights

Latest market moves and their potential impacts

Videos

  

Investment Insights

7 May 2024

Dr. Pascal Koeppel – Chief Investment Officer and Head Investment Management Vontobel SFA – and Dr. Pieter Jansen – Chief Investment Strategist Vontobel SFA – offer you an overview on the latest developments in the global economy and any impacts on the asset allocation.

  

Look beyond borders – opportunities outside the US market

5 April 2023

Dr. Pascal Koeppel – Head Investment Management Vontobel SFA – and Guido Marveggio – Portfolio Manager and European stock selection specialist Vontobel SFA – offer you an inside perspective and update on current European markets. The discussion is moderated by Patrick Schurtenberger, Head Business Development Vontobel SFA.

  

  

US Investors' Outlook

  

image
INVESTORS' OUTLOOK, Swiss Financial Advisers

Traversing risky terrains

April saw something of a correction in equity markets bringing with it a (necessary) reduction in bullish investor sentiment while in the bond markets the impact of lowered expectations for rate hikes by the Fed led to a broad lift in yields (most pronounced in dollar bonds). Any broader implication of these shifts is likely to be muted as economic conditions remain broadly benign and the earnings season thus far has been positive.

Read more
A chick hatching from an egg symbolizes the current fragile situation of the global economy, but also hope.
INVESTORS' OUTLOOK, Swiss Financial Advisers

Budding hope

Central banks were again in focus in March. Against a background of solid economic activity data we saw a rate hike in Japan, a rate cut in Switzerland and we are getting closer to a rate cut by the Fed and the ECB as well. Do these developments create an opportunity for stronger growth in Europe? Read further in the US Investors` Outlook.

Read more
A man in a blue shirt holds a movie clapperboard
INVESTORS' OUTLOOK, Swiss Financial Advisers

Cut! That’s a wrap

Financial markets concluded 2023 on a positive note with an impressive year-end rally in equities, bonds and gold. At the start of this year, investors are reviewing the challenges they face in the year ahead. Read further what the implications are for the asset allocation in 2024 in our US Investors' Outlook.

Read more
A woman holding a compass during a cold winter day
INVESTORS' OUTLOOK, Swiss Financial Advisers

Staying ahead, reaching beyond

Central banks spent November emphasizing the need to keep monetary policy restrictive for long enough. Macroeconomic data that showed signs of a weakening US labor and housing market, combined with evidence of slowing inflation, had investors questioning how long “long enough” will actually be. The data indicated the US economy was on a trajectory towards a soft landing, supporting all asset classes in November.

Read more
More articles