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

Livestreams, Coronavirus, Geopolitics
19.06.2020 Reading time: 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

    Frank Häusler

    Chief Investment Strategist

    Frank Häusler joined Vontobel’s Asset Management Multi Asset Boutique in 2018 as Head of Macroeconomic and Cross-Asset Research and was appointed Chief Strategist in 2019. In July 2020, Frank took over the lead role for Investment Strategy and Asset Allocation of WM Investments & Thematics as Chief Investment Strategist. He is a voting member of the Asset Allocation Committee.

    Prior to joining Vontobel, from 2014 to 2018, he worked at Marcuard Family Office as Chief Investment Officer and was in the Investment Advisory Board of a large US family office. From 2009 until 2013, Frank served at Wegelin Private Bank and its successor organization, 1741 Asset Management. His positions included Head of Research, Head of Portfolio Management and ultimately, CEO of 1741 Asset Management. He was also the portfolio manager of award winning liquid alternatives funds.

    Frank Häusler holds a Master’s degree in Mathematics from the ETH Zurich.


    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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