Vontobel

The upcoming US midterm elections will determine the balance of power in Congress and, consequently, the scope of economic and fiscal policymaking over the next two years. In our livestream on November 4, 2026, Christoph Boner, our Chief Investment Allocation Officer, and Jens Korte, business journalist and US expert, will explore a range of macroeconomic questions, including: - What preliminary conclusions can be drawn from the results reported so far? - Which economic and fiscal policy issues could subsequently move to the forefront in the coming months? - What could this mean for markets, sectors, and investment opportunities in the US and beyond? Register now: https://okt.to/EYK8A5 #Vontobel #Midterms #Livestream

In his Q4 asset allocation for Citywire’s Super Allocators, Dan Scott, our Head Multi Asset and CIO, explains why he continues to prefer equities over other asset classes, despite recent headwinds including higher oil prices and the sharp repricing of Fed expectations. He sees a resilient macroeconomic backdrop, robust labor markets, strong earnings momentum and ongoing AI-related investment as important tailwinds, and maintains an overweight position in emerging market equities. In fixed income, he remains underweight investment grade corporate bonds and overweight high yield bonds, where all-in yields are still attractive. Read his full outlook on Citywire: https://okt.to/JnIrac #Vontobel #Citywire #Investing

Continuing our #MeetOurExperts series, we are excited to introduce Michèle Meier-Thoma, our Head SFA Investment Advisory US Hub. Meet Michèle as she shares insights into how her team provides valuable expertise in Swiss equities and international markets for US clients, and offers her advice to young professionals on taking the opportunity to work abroad. For the full interview, visit this page: https://okt.to/TNPtZQ #BeVontobel #MeetOurExperts

What is shaping the outlook for Europe? Laura Prina Cerai, CFA, Senior Portfolio Manager, discusses the recent rate increase, the impact of higher energy costs and why fiscal stimulus and investment in energy independence remain important factors for the European outlook. Watch the full video here: https://okt.to/Y1TArs #Vontobel #SFA #Europe 𝘛𝘩𝘪𝘴 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘪𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺 𝘢𝘯𝘥 𝘴𝘩𝘰𝘶𝘭𝘥 𝘯𝘰𝘵 𝘣𝘦 𝘤𝘰𝘯𝘴𝘵𝘳𝘶𝘦𝘥 𝘢𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭, 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵, 𝘭𝘦𝘨𝘢𝘭, 𝘰𝘳 𝘵𝘢𝘹 𝘢𝘥𝘷𝘪𝘤𝘦.

Rate hikes are back. Does that put equities on a tighter leash? That’s just one question the latest edition of the Investors’ Outlook seeks to answer. It explores the interplay between rates, yields, and equities, and what may be worth watching as the outlook evolves. Read it here: https://okt.to/9BWvYE #Vontobel #Investing

India’s urbanisation is creating a broad range of opportunities, but not every sector or company will benefit equally. A young and growing workforce, rising incomes and the shift towards higher productivity services are among the factors supporting the country’s long-term growth story. Marc Bindschädler, Senior Client Portfolio Manager, shares his perspective on India’s urbanisation and why a selective approach matters when navigating this development. #Vontobel #India #Investing