Diversification is a way to build resilience in an investment portfolio. It involves spreading investments across different asset classes, sectors, currencies, and regions. How often should you review your portfolio for diversification? It varies by individual, but an annual check or a review during major life events is typically recommended. Let's dive into diversification with Florence Kuang, our Client Portfolio Manager. #Vontobel #Investing #diversification
Vontobel
Finanzdienstleistungen
Zürich, ZH 54.678 Follower:innen
Empowering investors to build better futures.
Info
Vontobel ist ein international agierendes Investmenthaus mit Schweizer Wurzeln, das auf Anlage- und Beratungslösungen für private und institutionelle Kunden spezialisiert ist. Mit unserem ausschließlichen Fokus auf das Buy-Side-Geschäft denken und handeln wir aus der reinen Kundenperspektive – als Anleger für Anleger. Wir sind stets auf der Suche nach neuen Möglichkeiten, Anleger beim Erreichen ihrer Ziele zu unterstützen – und das seit mehr als 100 Jahren. Wir machen uns die Vorteile der Technologie zunutze, um unsere Investmentexpertise über eine Vielzahl von Plattformen und Ökosystemen hinweg bereitzustellen und unseren Kunden gleichzeitig eine individuelle, qualitativ hochwertige Erfahrung zu bieten. Da wir davon überzeugt sind, dass erfolgreiches Investieren mit der Übernahme persönlicher Verantwortung beginnt, unterstützen wir unsere Mitarbeitenden dabei, ihr Potenzial auszuschöpfen, Verantwortung zu übernehmen und Chancen zu verwirklichen. Erreichtes stellen wir immer wieder infrage, denn wir verfolgen den Anspruch, die Erwartungen unserer Kunden stets zu übertreffen. Wichtiger rechtlicher Hinweis: Diese Publikation entspricht Marketingmaterial gemäss Art. 68 des Schweizer FIDLEG und dient ausschliesslich zu Informationszwecken. Zu den genannten Finanzprodukten stellen wir Ihnen gerne jederzeit und kostenlos weitere Unterlagen wie beispielsweise das Basisinformationsblatt oder den Prospekt zur Verfügung.
- Website
-
https://www.vontobel.com
Externer Link zu Vontobel
- Branche
- Finanzdienstleistungen
- Größe
- 1.001–5.000 Beschäftigte
- Hauptsitz
- Zürich, ZH
- Art
- Kapitalgesellschaft (AG, GmbH, UG etc.)
- Gegründet
- 1924
- Spezialgebiete
- Wealth Management, Asset Management und Digital Investing
Orte
Beschäftigte von Vontobel
Updates
-
What should investors keep in mind after the US Federal Reserve’s first rate cut? Mario Montagnani, Senior Investment Strategist at Vontobel Multi Asset, provides some context and dives into the team’s asset allocation. ➡️ Tune in to hear the details: https://bit.ly/3XSwlMf #Vontobel #Investing
-
Today we are turning 100. It all began in 1924 with the founding of brokerage firm F.E. Haeberli & Cie. in Zurich. In 1936, amid one of Switzerland’s most challenging economic periods, Jakob Vontobel seized the moment and acquired the firm, officially registering it as J. Vontobel & Co. His entrepreneurial spirit continues to shape our company a century later, alongside our steadfast commitment to serving our clients. As we embark on the next century, we remain dedicated to empowering investors to build better futures, both today and for the next 100 years. Read our full corporate history: https://lnkd.in/d6r9J75u #Vontobel #100years
-
What lessons from recent political developments can guide future decisions? 🎥 Listen in to get insights from Reto Cueni, PhD, our Chief Economist and Stephan Bierling, political scientist. #Vontobel #Investing
What lessons from recent political developments can guide future decisions?
-
How is the economic relationship between Mexico and Switzerland evolving? Recently, we hosted the Youth Mexico Day 2024 event, exploring the ecosystems of the synergies between Mexico and Switzerland. The event focused on strategic sectors including technology, innovation, and nearshoring. 🎥 Tune in to hear insights from Carlos de Sousa, our Portfolio Manager, and Emilia Pfeiffer, Director General at SwissCham México. #Vontobel #Mexico #Switzerland
-
In the wake of the Fed's unexpectedly large rate cut, volatility has increased, but investor sentiment toward emerging market debt remains positive. Andrew Jackson, our Head of Fixed Income, discusses portfolio positioning and market expectations, as we push into Q4. ➡️ Listen to find out more here: https://bit.ly/4dmj5Fo #Vontobel #Bloomberg #FixedIncome
-
All that glitters isn’t just gold: Our latest Quanta Byte explores why diversifying with a wider range of commodities could be a game-changer for your portfolio. ➡️ Read the full article here: https://bit.ly/3XFad85 #Vontobel #Investing #Commodities
-
We’re all about unlocking potential of every individual and fostering an environment where different generations can thrive together. With five generations now part of our team, we are committed to building bridges across age groups, ensuring that knowledge and experience flow seamlessly between them. At our Diversity and Inclusion Week, we brought all 5 generations together in our very own multi-generational speed learning session. In this innovative exchange, each generation shared their unique perspectives on the workplace, highlighting the opportunities they envision for the future. A big thank you to the organizers and participants for making this a success! Stay tuned for more initiatives as we continue to celebrate our shared diversity! #Vontobel #diversity
-
Carlos de Sousa, our Portfolio Manager, analyzes yesterday's landmark decision by the Fed to initiate interest rate cuts and its implications for Emerging Markets. Carlos notes that the 50-basis point cut signals the Fed's agreement with market sentiment that the easing cycle may have begun slightly late. He believes this will create opportunities for several Emerging Market central banks to either resume or continue the easing cycles they had started before the Fed's decision. Additionally, he emphasizes that lower risk-free rates in developed markets will reduce external borrowing costs for EM issuers, thereby decreasing refinancing risks and improving debt sustainability. #Vontobel #FederalReserve #InterestRates #EmergingMarkets
-
🌍 How is geopolitics linked with climate change? Climate change and geopolitics are deeply interconnected, with the historical exploitation of resources largely shaping today's geopolitical landscape. Countries that once relied heavily on carbon-based resources now face crucial decisions in either mitigating or exacerbating climate change. These choices, in turn, are reshaping international relations, industrial policies, fiscal priorities, and the global balance of power. ➡️ Learn more in our latest paper on climate change and geopolitics: https://lnkd.in/dRB_i3cY #Vontobel #ClimateChange #Geopolitics