Winds of change
With the US election uncertainty now behind us, investors start to look ahead to 2025. What are our expectations for economic and market developments, and the implications for asset allocation as we enter 2025?
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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.
19 November 2024
This month’s election delivered a convincing win for Donald Trump and the Republican Party. What are the economic and asset class implications of this political shift? See further in the attached video.
11 October 2024
The Fed has joined other central banks in cutting rates, has the focus shifted more to growth, rather than inflation, risks? See more in the attached video for our take on the economic environment and asset allocation.
3 September 2024
During the summer we saw a flare up of market volatility and rising worries about the US economic outlook. See more in the attached video for our take on the economic environment and asset allocation.
5 July 2024
What are the implications for bond markets, equity markets and broader asset allocation?
3 June 2024
Over the past two months we have seen significant market moves in both fixed income and equities. We ask ourselves, what are our expectations with regards to central banks and how should we interpret the volatility in equity markets?
7 May 2024
A lot of the recent market movements have been driven by expectations whether about interest rates, geopolitics or inflation but over time fundamentals will assert their necessary weight – perhaps aided by the completion of companies’ Q1 reporting. What do we see going forward and where and how should we be positioned?
5 April 2023
Look beyond borders: 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
