Investor Insights: Current financial perspectives“Insights” monitors current developments and top financial topics.enTue, 18 Nov 2025 07:00:00 GMT15https://www.vontobel.live/en/insights?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cmshttps://img.vontobel.com/corpweb/image/upload/media/siteassets/insights/woman-looking-through-tube-smiling.jpgInvestor Insights: Current financial perspectiveshttps://www.vontobel.live/en/insights?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms67145 tips for making voluntary contributions to a pension fund in SwitzerlandVoluntary contributions to the pension fund are regarded as an attractive way to increase pension capital while saving taxes. However, there are also constraints and risks involved that you should clarify in advance.Tue, 18 Nov 2025 07:00:00 GMThttps://www.vontobel.live/en/insights/5-tips-for-buying-into-the-pension-fund-20548/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articlePension fundWealth & Pension PlanningInsightsVideosInvestor Insights: Current financial perspectives6767Swiss SMEs and succession planning: tips from a financial plannerSooner or later, every business owner asks themselves the question: What will happen to the company after I retire? Our experts explain how to approach this.Sun, 01 Jun 2025 11:00:00 GMThttps://www.vontobel.live/en/insights/swiss-smes-and-succession-planning-tips-from-a-financial-planner/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleWealth & Pension PlanningInvestor Insights: Current financial perspectives6983Executive pension plans, 1e pension plans & co.: optimizing pension solution modelsA growing number of companies, implement executive pension plans for their top management. However, often these pension plans do not take full advantage of legally permissible opportunities.Sun, 01 Jun 2025 11:00:00 GMThttps://www.vontobel.live/en/insights/executive-pension-plans-as-win-win-solution-47036/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articlePension fundWealth & Pension PlanningInsightsInvestor Insights: Current financial perspectives37525Global trade shifts—Five theses on how U.S. trade policy is reshaping financial marketsThe return of protectionism and trade tariffs is reshaping the global economic landscape - and posing new challenges for investors.Thu, 08 May 2025 22:00:00 GMThttps://www.vontobel.live/en/insights/global-trade-shiftsfive-theses-on-how-us-trade-policy-is-reshaping-financial-markets/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleInsightsNew PerspectivesInvestor Insights: Current financial perspectives36766Germany's multi-billion-dollar investment package: A turning point for European investments?The German Bundestag and Bundesrat have given the green light to a multi-billion-euro investment package. Large public investments in defense and infrastructure are planned. This marks a significant departure from Germany's previously conservative fiscal policy.Fri, 11 Apr 2025 11:00:00 GMThttps://www.vontobel.live/en/insights/germanys-multi-billion-dollar-investment-package-a-turning-point-for-european-investments/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleInsightsInvestor Insights: Current financial perspectives32766Momentum, minus the riskMomentum investing is a widely popular and well researched investment style among both academics and market practitioners. It has consistently delivered solid performance across a variety of asset classes, market regimes, regions, and time periods. However, momentum strategies often carry higher volatility. Momentum works well, but when trends reverse, risks increase. In this article, we’ll break down what momentum is, how it works, and how you can mitigate its risks.Wed, 05 Mar 2025 12:00:00 GMThttps://www.vontobel.live/en/insights/momentum-minus-the-risk/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleInsightsNew PerspectivesInvestor Insights: Current financial perspectives34446Three trends key for thematic investing in 2025Artificial intelligence (AI) is transforming our world at breakneck speed to boost its users’ productivity gains in various industries. The associated need for innovation, resources, and infrastructure investments, reinforced by politics and demographics, positions the providers of convincing solutions as potential future winners.Wed, 05 Mar 2025 12:00:00 GMThttps://www.vontobel.live/en/insights/three-trends-key-for-thematic-investing-in-2025/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleInsightsGlobal trendsMarket impactInvestor Insights: Current financial perspectives34632Falling share prices - an opportunity for investors?When stock markets fall, many investors are likely to consider investing in equities. The hope: a quick recovery and an attractive return. But there is also a risk of getting caught, especially as stocks can fall further. So how do you distinguish between candidates with turnaround potential and those that will not recover in the foreseeable future?Wed, 05 Mar 2025 09:00:00 GMThttps://www.vontobel.live/en/insights/falling-share-prices-an-opportunity-for-investors/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleInsightsNew PerspectivesInvestor Insights: Current financial perspectives31642Embracing the potential of impact investing in public marketsGiven the estimated needs for transition and green financing, we believe that the success of impact investing in public markets is critical to achieve the necessary scale. To ensure a growing adoption of impact strategies, it is imperative that investment managers deliver measurable impact and at least equivalent performance through the cycle compared to “traditional” strategies.Thu, 05 Dec 2024 12:00:00 GMThttps://www.vontobel.live/en/insights/embracing-the-potential-of-impact-investing-in-public-markets/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleFT Moral MoneyInsightsInvestor Insights: Current financial perspectives31719Transition finance: navigating complexityFinancing the energy transition is a complex task, fraught with diverse views on how to execute it credibly. In the FT Moral Money Forum, our co-CEO Christel Rendu de Lint explores the role investment firms can play in facilitating the shift to low-carbon economy.Thu, 03 Oct 2024 11:00:00 GMThttps://www.vontobel.live/en/insights/transition-finance-navigating-complexity/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleFT Moral MoneyInsightsInvestor Insights: Current financial perspectives29215After the cutA closer look at Vontobel Multi Asset’s allocation.Tue, 01 Oct 2024 06:00:00 GMThttps://www.vontobel.live/en/insights/monthly-cio-update-october-2024-after-the-cut-29215/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleInsightsCIO UpdateGeopoliticsInvestor Insights: Current financial perspectivesDan Scott27876Taxes in Switzerland – What business owners from abroad need to knowSwitzerland regularly tops international rankings that look at companies’ competitiveness. This is due to the country’s attractive combination of political stability, access to international markets, high-quality infrastructure and – depending on the canton – a favorable tax environment.Thu, 26 Sep 2024 06:00:00 GMThttps://www.vontobel.live/en/insights/taxes-in-switzerland-what-business-owners-from-abroad-need-to-know-27876/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleInsightsPension fundSwissnessInvestor Insights: Current financial perspectives26887All eyes on the FedInvestors are counting down to the US Federal Reserve’s rate cut.Wed, 04 Sep 2024 06:00:00 GMThttps://www.vontobel.live/en/insights/monthly-cio-update-september-2024-all-eyes-on-the-fed-26887/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleInsightsCIO UpdateGeopoliticsInvestor Insights: Current financial perspectivesDan Scott31609Geopolitics and Climate ChangeClimate change was largely caused by the industrial revolution and the energy transition of the past. Resources exploited at that time have shaped the geopolitical landscape of today.Mon, 12 Aug 2024 11:00:00 GMThttps://www.vontobel.live/en/insights/geopolitics-and-climate-change/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleInsightsSustainable Investing (ESG)KnowledgeInvestor Insights: Current financial perspectives24029Trump 2.0: what would it mean for the trend towards net zero?By the end of this historical election year, nearly half of the world’s population is expected to have gone to the polls to vote for their respective leaders. In the world’s biggest economy, the race has yet to be decided. What might a second Donald Trump term mean for net zero if he were to be re-elected?Mon, 05 Aug 2024 06:00:00 GMThttps://www.vontobel.live/en/insights/trump-2-0-what-would-it-mean-for-the-trend-towards-net-zero-24029/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleInsightsGeopoliticsInvestor Insights: Current financial perspectives20302The US elections: What investors can learn from historyHow will the upcoming U.S. election affect global markets? The latest Quanta Bytes by Quantitative Investments analyzes how US election outcomes influence equity markets, the link between candidate policies and investment performance, as well as our unique election prediction model.Fri, 28 Jun 2024 12:00:00 GMThttps://www.vontobel.live/en/insights/market-insights-and-strategies/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleInsightsGeopoliticsInvestor Insights: Current financial perspectives31708Are fatigue and backlash catalysts for transformative change?The journey to corporate DEI has been challenging, with many expressing fatigue on the topic in the current climate, but it's also been crucial. Why? it's not just about fairness, it's smart business. Read the latest by our co-CEO Christel Rendu de Lint for the FT Moral Money Forum.Thu, 20 Jun 2024 11:00:00 GMThttps://www.vontobel.live/en/insights/are-fatigue-and-backlash-catalysts-for-transformative-change/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleFT Moral MoneyInsightsInvestor Insights: Current financial perspectives19371The US elections: a showdown for your portfolio from an investor’s perspectiveRead on to learn why the US elections have the potential to set the course for investors. How can what we know so far be translated into market expectations? And why, based on experience, does it pay to invest early?Tue, 11 Jun 2024 06:00:00 GMThttps://www.vontobel.live/en/insights/the-us-elections-a-showdown-for-your-portfolio-from-an-investors-perspective-19371/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleGeopoliticsInsightsMarket impactInvestor Insights: Current financial perspectives19257Why resource scarcity will change the way we investAs market conditions have become increasingly unpredictable, the need for future-proof investment solutions has never been greater. But to identify such investments, one must understand the fundamental forces behind the rising complexity of modern market dynamics.Thu, 30 May 2024 22:00:00 GMThttps://www.vontobel.live/en/insights/why-resource-scarcity-will-change-the-way-we-invest/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articleInsightsInvestor Insights: Current financial perspectives6833What do you know about your Pillar 3a?Year-end is the time when many people in Switzerland pay closer attention to their Pillar 3a pension plans. Who can pay into it, how big can be the contribution, and what needs to be considered when withdrawing from it? Our financial planners explain the basic ins and outs of private pension plans in Switzerland.Tue, 21 May 2024 06:00:00 GMThttps://www.vontobel.live/en/insights/what-do-you-know-about-your-pillar-3a-52607/?utm_cu=vt&utm_medium=rss-feed&utm_source=corpweb-cms&utm_content=rss-articlePension fundWealth & Pension PlanningInsightsInvestor Insights: Current financial perspectives