Episodes

  • How do we take ESG investing to the next level?

    How do we take ESG investing to the next level?
    Dec 5 2022
    Join Vontobel Asset Management’s Lara Kesterton and Julia Haake from Moody's to hear insights on how investors can adapt and evolve to make ESG ‘fit for purpose’ amid the macro, market and geopolitical headwinds, as well as the emerging labyrinth of regulations and standards. What’s next on the ESG agenda?

    Hosted on Acast. See acast.com/privacy for more information.
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    30 mins
  • Are investors ready for new sustainability standards?

    Are investors ready for new sustainability standards?
    May 27 2022
    Join Vontobel Asset Management’s Gianluca Ungari and Michele Calcaterra of the SDA Bocconi School of Management to hear insights from joint research on the evolving role and responsibilities of asset managers and investors in response to ESG trends and regulations. Can the industry live up to new expectations?

    Hosted on Acast. See acast.com/privacy for more information.
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    25 mins
  • Can you find reliable income in a new world order?

    Can you find reliable income in a new world order?
    May 19 2022
    Join Vontobel’s Simon Lue-Fong and Sam Knox of Institutional Investor to learn about the key findings from an exclusive survey of 300 asset-owning institutions globally, and understand how EM fixed income can deliver a combination of yield, diversification and ESG alignment. Read more on the paper here: https://am.vontobel.com/en/unfix-your-thinking?utm_term=AM&utm_campaign=2022_h1_FI&utm_medium=pod&utm_source=acast

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    19 mins
  • How can you adapt your allocations in an information fog?

    How can you adapt your allocations in an information fog?
    Apr 12 2022
    Join Vontobel’s Dan Scott and Georg Häsler, Military expert and Editor at NZZ, to understand the geopolitical, economic and investment impacts from the Ukraine crisis – and how investors can adjust their portfolios amid the lack of clarity surrounding details of the war. How can we estimate the probability of various scenarios?

    Hosted on Acast. See acast.com/privacy for more information.
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    13 mins
  • What is the geopolitical impact of the war in Ukraine?

    What is the geopolitical impact of the war in Ukraine?
    Mar 10 2022
    Join Vontobel’s Dan Scott and Benno Zogg, Eastern Europe Expert and Senior Researcher and Team Leader, Center for Security Studies, ETH, Zurich, to better understand the geopolitical consequences of the conflict and how asset allocation could be reshaped in response. What’s the potential impact on military and economic security, and on energy policies? How could portfolios adapt?

    Hosted on Acast. See acast.com/privacy for more information.
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    16 mins
  • Are you invested in the energy revolution?

    Are you invested in the energy revolution?
    Jan 12 2022
    Join Vontobel’s Romain Hohl and Andrew Hall of Saxjo to learn more about the energy revolution and its implications. How can the transition advance the green agenda? What solutions are emerging? Will these address policy, technology, supply and investment challenges? And what are the investment opportunities?

    Hosted on Acast. See acast.com/privacy for more information.
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    19 mins
  • China vs US: Who will win in the race for global digital supremacy?

    China vs US: Who will win in the race for global digital supremacy?
    Nov 13 2021
    Join Vontobel’s Sven Schubert and Eurasia Group’s Michael Hirson to hear what the US-China battle for technology leadership means for the world’s economy – and for investment portfolios. Where does Europe and the rest of Asia fit in? Which sectors stand to gain? How should investors adjust exposure to key themes?

    Hosted on Acast. See acast.com/privacy for more information.
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    24 mins
  • EM sovereign debt distress: an enticing opportunity?

    EM sovereign debt distress: an enticing opportunity?
    Oct 30 2021
    Join Carlos de Sousa, Vontobel and Thomas Laryea of Orrick, Herrington & Sutcliffe LLP as they dispel the myths of EM sovereign debt defaults. Hear a fresh perspective on how and why investors should take a close look sovereign distress in EM, especially amid recent and ongoing debt restructurings.

    Hosted on Acast. See acast.com/privacy for more information.
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    21 mins