Volatility Returns
We take stock of the recent market moves and review what impact the return of volatility has had on our portfolios, our strategy and whether we see any new opportunities. We also take the chance to take a closer look at our Megatrends, given these long term societal-trends are less affected by the ups and downs of the markets.
Economic outlook and our investment strategy
Volatility has returned to normal, investors need to be prepared.
The Vontobel Megatrends framework
Attractive investment opportunities exposed to structural growth trends.