The World Reshuffled – Adapting for the Future

Based on Investment Outlook 2026

In 2025, investors experienced how rapidly markets and geopolitical conditions can shift. The AI revolution transformed sector after sector, while global trade was reshaped by historic tariff levels.

Amid this global realignment, Asia’s rising role as a technological powerhouse is opening new opportunities for investors. In a market environment where conventional investment strategies are facing challenges, an adaptable approach is key.

The new world order in 2026

Shifts in global trade, geopolitics, and technology are creating a dynamic market environment. Recognizing these developments can help navigate risks and seize opportunities as markets evolve in 2026.

Take Advantage of Opportunities with Structured Products

Strategies beyond traditional markets: Several strategies can be added to a portfolio to adapt to market movements.

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Vontobel Rising Economies Disruptors Index

Emerging Asia is steadily strengthening its position as a hub for innovation. Driven by targeted research investment, supportive policy initiatives, and dynamic domestic markets, the region is undergoing a profound transformation.‎
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Solactive Longevity Innovators Index

Advances in healthcare, technology, and evolving lifestyles are increasing our life span. Companies addressing the needs of longer, healthier lives are becoming increasingly relevant across global markets.‎
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Invest with the expertise of our Swiss Equity Research team

With our flagship products for Swiss equities, clients benefit directly from the expertise of our in-house Vontobel Swiss Equity Research team. The selected products have a discretionary character due to their active management and have achieved strong outperformance since their launch. 

Vontobel Equity Research Top Swiss Selection of the Year Basket

The basket includes ten stocks that are preferred by Vontobel Swiss Equity Research for the coming year. These are selected from a pool of approximately 100 Swiss stocks. The selection of these companies is based on in-depth corporate analyses conducted by the analysts.
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Vontobel Swiss Research Basket

The Swiss Research Basket contains all Swiss stocks that have a buy recommendation from Vontobel’s analysts and is continuously adjusted on the basis of current valuations. The shares must fulfill certain liquidity criteria and are removed immediately if the buy recommendation is lost. The division into three weighting classes (SMI®, SMI Mid® and SPI® stocks) ensures a balanced portfolio structure and more realistic market coverage than a capital-weighted index.
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Vontobel Swiss ESG Research Basket

Vontobel’s Swiss equity research analysts are integrating a proprietary methodology for evaluating the three key factors of environment, social issues and corporate governance (ESG) into the company rating. The index intends to track the performance of Swiss equities with a "Hold" or "Buy" rating* and at the same time the highest ESG scoring of the Vontobel analysts. The index is intended to consist of the 25 companies and is adjusted semi annually.
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Opportunities in the Global Semiconductor Ecosystem

Solactive Global Semiconductor Leaders

The Solactive Global Semiconductor Leaders Index is an equity index developed by Solactive AG that reflects the performance of companies in the global semiconductor industry. It includes companies operating worldwide across the semiconductor supply chain, with the selection and weighting of the index components based on criteria such as free-float market capitalization.
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Vontobel Cloud Computing Equity Index

The Cloud Computing Index aims to select companies that are critical in building AI computing infrastructure. This includes areas such as data centers, semiconductors for AI model training, memory chips, light-based transmission technology, as well as software and security.
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Event material: Vontobel Investor Outlook Roundtable 2026

Together with our experts, we discussed the complex challenges and promising opportunities at the Vontobel Investor Outlook Roundtable 2026, kicking off the new year with valuable insights, fresh ideas, and inspiring perspectives.

Vontobel-Investor-Outlook-Roundtable_Zurich_DE.pdf

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Vontobel-Investor-Outlook-Roundtable_Basel_DE.pdf

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Vontobel-Investor-Outlook-Roundtable_Geneva_FR.pdf

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Vontobel-Investor-Outlook-Roundtable_Lugano_IT.pdf

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