Rarely has the pendulum in financial markets swung back as fast as during the pandemic.

Is this the “usual” rebound after a crisis or has there been a shift in gear that we failed to notice? And could the pendulum swing back again? These are the questions that you as investors and we as asset managers need to deal with.

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Central banks and governments went into top gear to avert the worse of the crisis. They are now slowly taking the foot off the gas. Depending on your preferred means of travel – a slick sportscar, a heavy pickup truck, an eco-friendly electric car, or simply public transport, there will always be something to make your journey more agreeable.

As part of our current content series “more perspectives lead to better investment decisions”, we have asked our investment experts to provide us with their perspectives on possible opportunities in equities, fixed income, and specific markets. The more you consider all the different perspectives, the more you can be sure to make the right decision for your investments.

  

See what our experts have to say about investment opportunities.

  


Shifting Gears: Emerging Market Prospects are on Track

Developed market equities shrugged off disruptions from COVID-19 and the threat of inflation, as stimulus continued to flow. By contrast, emerging markets are struggling as regulatory crackdowns shook confidence in China. The pendulum can swing quickly, however, and investors need to be prepared. Five Vontobel investment experts across equities and fixed income discuss where opportunities can be found as prospects shift from developed to emerging markets.

  

  

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Summiting “Peak Growth Mountain” – what you need for the descent

On your way down from “Peak Growth Mountain”, you need to rely on robust trekking poles, hiking boots – and securities, to make your journey more secure. Multi-asset strategist Sven Schubert has a few suggestions for a safe return to base camp, bringing to bear his experience in emerging markets.

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Five reasons to focus on China’s A-Shares

We often focus on noisy news rather than on long-term major trends. Volatility caused by short-term market reactions can create opportunities. China is such a case where recent news have been dominating investors’ attention. However, we believe there are five reasons to consider China a land rich in investment opportunities.

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One of the success factors of Swiss companies is that they have to integrate new perspectives from foreign markets at an early stage

Trends in individual equities: Winners vs. losers “made in Switzerland”

The “stock market spring” of 2021 is likely to be one of the events that many investors will remember. Learn why looking at trends isn’t always the most critical factor when evaluating equities. And why the Swiss stock market is still able to incorporate many trends very well.

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Tread softly and carry a big umbrella

When will the global pandemic come to an end? What will happen to inflation? Will “tapering” lead to a “tantrum”? While these are some of the big and difficult questions swarming around investors’ minds today, we think investors should focus on what’s essential and be wary of what’s in favor – for example, the recent rallies in growth and value stocks.

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Dealing with ESG controversy: The Philippines

Head of EM Bonds Luc d’Hooge shows how he manages country risk from an ESG perspective.

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Positive sustainability case study: EM corporate bonds

Portfolio managers Nuria Jorba, Sergey Goncharov, and Head of EM Corporate Bonds Wouter van Overfelt explain how Chile is racing to reduce their fossil-fuel emissions with the goal of becoming a pioneer in renewable energy.

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