“After Corona, selective Emerging Market investments could pay off” — live stream

Livestreams, Coronavirus, Geopolitics
19.06.2020 Temps de lecture: 1 minute(s)

World upside down—six investment challenges “after Corona”

The coronavirus has changed our life. The pandemic directs our gaze to countries and industries that are badly affected, but also to those that will be well positioned on the side of the winners. Our investment experts analyze the six major challenges for investors “after Corona”.

  • Top topics at a glance
    • Who will benefit as globalization unwinds?
    • How to allocate between the US and China?
    • How to safely descend the debt mountain?
    • Which countries are most resilient?
    • Will we see a green or brown recovery?
    • Where to find returns?
  • About our experts
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    Frank Häusler

    Chief Investment Strategist

    Frank Häusler a rejoint Vontobel Asset Management en 2018 en tant que Head of Macroeconomic & Cross-Asset-Research. Nommé Chief Strategist en 2019, il est responsable des investissements thématiques au sein du Wealth Management depuis 2020. En tant que Chief Investment Strategist, il supervise la stratégie d’investissement et est membre votant du Comité d’investissement.

    Avant de rejoindre Vontobel, il a travaillé chez Marcuard Family Office de 2014 à 2018 en tant que Chief Investment Officer et a été membre de l’Investment Advisory Board d’un grand Family Office américain. De 2009 à 2013, il a travaillé chez Wegelin Private Bank et à 1741 Asset Management, l’organisation qui lui a succédé.

    Frank Häusler est diplômé de l’ETH Zurich avec un Master en mathématiques.

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    Sven Schubert

    Head of Strategy Currencies

    Dr. Sven Schubert is a Senior Investment Strategist in the Multi Asset Investments department of Vontobel. He joined Vontobel Asset Management in July 2011 as Currency Specialist and Economist for Emerging Markets.

    Prior to joining Vontobel, he worked for over 6 years at Credit Suisse Private Banking, among others as Emerging Markets and FX Strategist. In the beginning of 2005 he joined the PhD program of Credit Suisse and worked as Emerging Markets Economist.

    From 2000 to 2004, he worked in various positions for Dresdner Bank, DIW (German Institute of Economic Research) and the Max-Planck-Institute. Dr. Sven Schubert started his career with an apprenticeship at Dresdner Bank in 1997.

    Dr. Sven Schubert holds a Masters degree and PhD in Economics from the Free University of Berlin.

  

  

Replay of this expert talk (in German):


What to expect in this video (in German)
: Frank Häusler, Chief Strategist Vontobel Asset Management, and Dr. Sven Schubert, Head of Strategic Currencies, analyze the six major challenges for investors “after Corona”. © Vontobel, recorded on June 19, 2020, 8 a.m.

 

  

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Understand 6 foreseeable challenges for investors in the “world upside down” that Covid-19 has left us.

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Current topic: Our series on “Life after Corona”

What moves the world, impacts the markets. Discover interesting perspectives that personalities from a wide range of disciplines share with us concerning our post-Corona life. Our investment experts round out the picture with market assessments and macroeconomic analyses.

White paper: “The world upside down” — 6 challenges for investors “after Corona”

Behavioral economics: “Corona is forcing us to experiment”

Economic history: Why it’s worth taking a look into the past – and across cultural divisions

From the feuilleton: “Corona: The demonic dance, in globalized real time”

 

  

  

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How Vontobel is strategically positioned for 2021: Get fist-hand insights in our monthly video with Chief Investment Officer Dan Scott.

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