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Watch, listen and read to our investment management team’s views on the current market situation.

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.

  

A chick hatching from an egg symbolizes the current fragile situation of the global economy, but also hope.

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.

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A man in a blue shirt holds a movie clapperboard

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.

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A woman holding a compass during a cold winter day

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.

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A crude awakening

September kicked off with a surprise and set the tone for the month’s market developments. The announcement by the Organization of the Petroleum Exporting Countries (OPEC) to extend voluntary cuts in oil production to the end of the year—longer than investors had expected—created more uncertainty surrounding the inflation normalization path.

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