What moves the world, impacts the markets

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.

INVESTORS' OUTLOOK, Swiss Financial Advisers 5/17/2023

Not a time to change course

Inflation in the advanced economies, especially in the US and the euro area, continues to fall but remains well above of the policy objectives of most central banks. Monetary policy currently has no leeway to cut interest rates in the foreseeable future to bring inflation back to the targets within a reasonable timeframe. The global economy can digest high or even higher rates, as many sentiment indicators have turned again to the upside making a severe economic downturn less likely.

INVESTORS' OUTLOOK, Swiss Financial Advisers 4/14/2023

Magical Mystery Tour

In this Investors’ Outlook, you will find our take on the most recent developments in the markets and economy. We will take a closer look how the National Bureau of Economic Research (NBER) defines a recession and whether some of these preconditions already indicate recessionary signals. You can also read up on the details of our asset allocations and why we have decided to refrain from any changes.

Investment Focus, Swiss Financial Advisers 3/17/2023

What can we expect – no landing, a soft landing or a hard landing?

Despite the failures of some smaller US banks, no changes to our asset allocation Given the singular event of the failure of Silicon Valley Bank (SVB) and some other smaller banks in the US, we will not change our tactical asset allocation views and maintain an equity allocation close to the strategic view: i.e. staying fully invested.

Investment Focus, Swiss Financial Advisers 2/14/2023

Disinflation, deceleration of economic growthand policy uncertainty lead to strained markets

Since we published our December 2022 edition of the Investment Focus “Bumpy Road ahead”, economic activity has been more resilient than expected, despite many surveys of business leaders, including the Purchasing Manager Indices (PMIs), having deteriorated at the end of last year.

Investment Focus, Swiss Financial Advisers 12/1/2022

Bumpy road ahead

Persistent elevated inflation, heightened uncertainty about energy supply and energy costs, together with the unknown impact of the Ukraine war on future economic and geopolitical development, are weighing heavily on the global economy.

Investment Focus, Swiss Financial Advisers 10/27/2022

Can the Fed tame inflation without driving up unemployment?

Federal Reserve Board (Fed) researchers, together with academics from East Coast universities, are currently having a heated debate as to whether the US central bank can successfully steer the US economic slowdown to combat inflation without creating significant additional unemployment.

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