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.
What are the implications for bond markets, equity markets and broader asset allocation?
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?
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?
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.
