What trends will characterize 2022? How should investors be positioned in the current environment? Find out more about Vontobel’s baseline scenario and get an overview of the backstory from our experts.
The latest macro-economic data leave us in no doubt as to where we currently stand in the economic cycle: the growth high point is definitively behind us. That not only applies to Emerging Markets, which are one step ahead of the cycle due to the pandemic, it is equally applicable to leading economic powers including the USA and the Eurozone. Still, we do not think that is reason for concern.
Behind us lies a barnstorming race to make up lost ground during which we did see the markets catch up. It is worth keeping that fact in the back of our minds when we hear talk of “slowing growth”. It is also borne up by the continuing stable environment and well-filled order books – notwithstanding selective supply bottlenecks and soaring energy prices.
Learn more about the four investment themes by clicking on the tiles below. Learn more about how we interpret the war in Ukraine from geopolitical and investment viewpoints in this topic hub.
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Frank Häusler a rejoint Vontobel Asset Management en 2018 en tant que Head of Macroeconomic & Cross-Asset-Research. Nommé Chief Strategist en 2019, il est responsable des investissements thématiques au sein du Wealth Management depuis 2020. En tant que Chief Investment Strategist, il supervise la stratégie d’investissement et est membre votant du Comité d’investissement.
Avant de rejoindre Vontobel, il a travaillé chez Marcuard Family Office de 2014 à 2018 en tant que Chief Investment Officer et a été membre de l’Investment Advisory Board d’un grand Family Office américain. De 2009 à 2013, il a travaillé chez Wegelin Private Bank et à 1741 Asset Management, l’organisation qui lui a succédé.
Frank Häusler est diplômé de l’ETH Zurich avec un Master en mathématiques.
Head of Swiss Equity Research
Peter Romanzina joined Vontobel as Head of Brokerage in September 2010. He began his career at various banks in portfolio and asset management in Geneva, London, and Zurich before joining Schweizerische Kreditanstalt (SKA) in 1995. At SKA and later for Credit Suisse/First Boston (CSFB), he began as a research salesman for Swiss equities in Zurich and London. From 1998 to 2000, he headed Swiss Equity Research for CSFB and was also responsible for the Swiss equity strategy. From 2001 to 2010, he headed the brokerage business in Switzerland for Kepler (formerly Julius Baer) and was a member of the European Management Board.
Peter Romanzina is chartered financial analyst (CFA), financial risk manager (FRM), certified financial analyst and portfolio manager (CIIA).
Journalist, TV anchor and entrepreneur
Over the last 30 years, Christine Maier has presented a range of TV formats on Swiss and German channels SRF, ZDF and Bayerische Rundfunk (BR). On Swiss TV, she was presenter and editor-in-chief for “Club” and news presenter on “10vor10”. In 2013, she took over as chief editor for “SonntagsBlick”.
Since May 2016, she has focused on her mandate as communications consultant for leading management personalities and works as public appearance coach, media trainer and host at economic and political events.
Jens Korte runs an independent correspondent bureau in the heart of the financial district in New York. He reports live from Wall Street on a daily basis for Swiss and German TV stations. Jens Korte is live on air from the floor of the New York Stock Exchange or from all over Brooklyn and Manhattan. In 2003 he founded new york german press. The clients range from TV stations as SRF, ntv, Deutsche Welle to radio and print clients like Die Zeit. Jens Korte experienced the dotcom era, the attacks on 9-11, the recovery of New York and Wall Street, the financial crisis, the pandemic and five presidents in the White House. After a two year training program at the chemical company Hoechst AG near Frankfurt Jens Korte studied and graduated in economics in Berlin. While in university he started writing for newspapers and eventually moved to the Big Apple. He is married and has one son.