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Vontobel Now

Business & Economics Podcasts

Structural shifts in demographics, technology, the environment and more are driving transformational trends in societies and economies globally. Such a complex and fast-changing environment demands that more perspectives can lead to better investment decision across all sectors, markets and geographies. See acast.com/privacy for privacy and opt-out information.

Structural shifts in demographics, technology, the environment and more are driving transformational trends in societies and economies globally. Such a complex and fast-changing environment demands that more perspectives can lead to better investment decision across all sectors, markets and geographies. See acast.com/privacy for privacy and opt-out information.

Location:

Singapore

Description:

Structural shifts in demographics, technology, the environment and more are driving transformational trends in societies and economies globally. Such a complex and fast-changing environment demands that more perspectives can lead to better investment decision across all sectors, markets and geographies. See acast.com/privacy for privacy and opt-out information.

Language:

English


Episodes

China vs US: Who will win in the race for global digital supremacy?

11/13/2021
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? See acast.com/privacy for privacy and opt-out information.

Duration:00:24:24

EM sovereign debt distress: an enticing opportunity?

10/30/2021
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. See acast.com/privacy for privacy and opt-out information.

Duration:00:21:25

Does the ‘S’ make an impact in ESG portfolios?

10/23/2021
Join Elena Tedesco, Vontobel, and Adeline Tan, Mercer, in this episode. As investors pay greater attention to the ‘S’ pillar, they wonder how health and safety, human rights, diversity and labour rights influence portfolio performance. How does social factors make an impact? What are the engagement trends in Europe and Asia? See acast.com/privacy for privacy and opt-out information.

Duration:00:20:23

How can you make the ‘S’ more meaningful in investing?

10/16/2021
Join Elena Tedesco, Vontobel and Adeline Tan, Mercer in this episode. With the pandemic putting the spotlight on inequalities, social factors have become more prominent as a consideration in investing. Are there misconceptions about the importance of social issues? What role do they play in the attractiveness of a company? See acast.com/privacy for privacy and opt-out information.

Duration:00:16:04

Is thematic investing the way forward?

10/9/2021
Join Benny Gay, Vontobel and Vanina Faber, IMD Business School. As the rapid evolution in economies, societies, demographics, technology, climate and consumer behaviour shape the world around us, investors must adapt to prepare for a new-look future. What are the key drivers to consider? What role will thematic investing play? See acast.com/privacy for privacy and opt-out information.

Duration:00:21:14

Food for thought: how to invest in an evolving ecosystem

9/22/2021
From meat substitutes to sustainable products to smart farming, alternative solutions to supply challenges and changing consumer preferences are creating widespread disruption in the food sector. This podcast explores these new dynamics and, in turn, the investment themes to watch out for amid a new future for food. See acast.com/privacy for privacy and opt-out information.

Duration:00:16:51

Have you invested yet in cyber security?

7/25/2021
The surge in mobile communications, the Internet of Things and cloud computing are part of an unstoppable shift to a digitalised world. This podcast explores the pressing need – at all companies – for cyber protection, and highlights the opportunities this creates for investors to capitalise on this trend. See acast.com/privacy for privacy and opt-out information.

Duration:00:23:07

Are you ready to invest with impact?

6/27/2021
Tackling climate risk will create new and significant investment opportunities in the years ahead. How can investors capitalise on these? This episode identifies key sectors and markets likely to benefit from the transition now underway – and outlines the processes required – to ensure a positive impact for portfolios. See acast.com/privacy for privacy and opt-out information.

Duration:00:20:33

Where in the world can you find enough income?

6/13/2021
Emerging market debt offers an income solution to a challenging and uncertain market backdrop. This podcast identifies some of the latest trends, diversification opportunities and considerations for investors looking to bolster their portfolio with this growing and resilient asset class. See acast.com/privacy for privacy and opt-out information.

Duration:00:19:56

Can ESG make an impact in a Fixed Income portfolio?

5/29/2021
Flows into ESG funds continue to grow, both globally and within Asia. This podcast discusses recent trends and popular themes in sustainable fixed income – and offers investors practical insights to help them assess opportunities to add these assets to their portfolios. See acast.com/privacy for privacy and opt-out information.

Duration:00:20:46

Will it Take a Structured Solution to Solve the Income Dilemma?

5/15/2021
Structured solutions can provide tailored outcomes to benefit investors in various market environments. This episode explores the role and application of these solutions, with practical examples and insights into portfolio considerations. See acast.com/privacy for privacy and opt-out information.

Duration:00:12:03

What does a new-look macro environment mean for Asian investors?

5/1/2021
In the first episode, "What does a new-look macro environment mean for Asian investors", hear expert insights for income in 2021 given the current landscape and outlook. See acast.com/privacy for privacy and opt-out information.

Duration:00:27:42

What is Vontobel Now?

4/20/2021
Vontobel Now is a podcast series which aims to give investors a fresh perspective on what the dynamics of the macro landscape and market trends mean for investors. Subscribe to listen to the insights from our expert speakers on Vontobel Now. See acast.com/privacy for privacy and opt-out information.

Duration:00:02:42