Rarely has the pendulum in financial markets swung back as fast as during the pandemic.

Is this the “usual” rebound after a crisis or has there been a shift in gear that we failed to notice? And could the pendulum swing back again? These are the questions that you as investors and we as asset managers need to deal with.

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Central banks and governments went into top gear to avert the worse of the crisis. They are now slowly taking the foot off the gas. Depending on your preferred means of travel – a slick sportscar, a heavy pickup truck, an eco-friendly electric car, or simply public transport, there will always be something to make your journey more agreeable.

As part of our current content series “more perspectives lead to better investment decisions”, we have asked our investment experts to provide us with their perspectives on possible opportunities in equities, fixed income, and specific markets. The more you consider all the different perspectives, the more you can be sure to make the right decision for your investments.

  

See what our experts have to say about investment opportunities.

  


Shifting Gears: Emerging Market Prospects are on Track

Developed market equities shrugged off disruptions from COVID-19 and the threat of inflation, as stimulus continued to flow. By contrast, emerging markets are struggling as regulatory crackdowns shook confidence in China. The pendulum can swing quickly, however, and investors need to be prepared. Five Vontobel investment experts across equities and fixed income discuss where opportunities can be found as prospects shift from developed to emerging markets.

  

  

 
 
 
 

  

Let our experts advise you without any obligation.

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