Investment Outlook 2023
Outlook for the months ahead
In this video, our experts look back on the past year and present their assessment of how the financial markets are likely to develop over the next months.
Investment Outlook 2023:
Lower growth, lower inflation, lower interest rates?
Inflation and economic growth are slowing down. In contrast to interest rates. Contrary to expectations at the start of the year, these have yet to fall at all.
Find out from our experts how this is likely to impact individual asset classes such as bonds and equities in the coming months.
How will financial markets develop in the second half of the year? Our experts Thomy Zünd, Head Investment Solutions, and Stefan Eppenberger, Head Multi-Asset Strategy, give their assessment.
Thomy Zünd joined Vontobel in 2018 as Senior Investment Advisor and was appointed Head of Investment Solutions in 2021. Together with his team, he develops, among other things, the appropriate investment solutions for different market and client situations.
Before joining Vontobel, he worked in various investment-focused roles, including as an equity analyst, investment strategist and portfolio manager.
Thomy holds a Business Economist qualification from the University of Applied Sciences St. Gallen. He also holds a Master’s in International Management and is a Certified International Investment Analyst.
Stefan Eppenberger joined Vontobel Asset Management in 2008. As Head of Multi-Asset Strategy within the Vontobel Multi-Asset Boutique, he is responsible for defining the investment strategy applied to client portfolios. He is also a member of the Multi-Asset Investment Committee.
From 2020 to 2022, he was an Equity and Commodity Strategist in the Investment Strategy team. Prior to that, he held various positions in Economic Analysis, Investment Strategy, Asset Allocation, Fund Research and Portfolio Management.
Stefan holds a Master’s degree and Bachelor of Arts in Banking and Finance from the University of Zurich.
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