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.

  

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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.

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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.

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