“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
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    Frank Häusler

    Chief Strategist Vontobel

    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.

  

  

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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Understand 6 foreseeable challenges for investors in the “world upside down” that Covid-19 has left us.

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Current topic: Our series on “Life after Corona”

What moves the world, impacts the markets. Discover interesting perspectives that personalities from a wide range of disciplines share with us concerning our post-Corona life. Our investment experts round out the picture with market assessments and macroeconomic analyses.

White paper: “The world upside down” — 6 challenges for investors “after Corona”

Behavioral economics: “Corona is forcing us to experiment”

Economic history: Why it’s worth taking a look into the past – and across cultural divisions

From the feuilleton: “Corona: The demonic dance, in globalized real time”

 

  

  

Learn more on this top topic:

 

  

  

How Vontobel is strategically positioned for 2021: Get fist-hand insights in our monthly video with Chief Investment Officer Dan Scott.

Discover macroeconomic scenarios