Investment themes

Your conviction

The revolutionary in Volt? Your convictions shape your personal portfolio. While other robotics or classic wealth management mandates determine your money, with Volt you help shape your portfolio. With your convictions. You decide which “blockbusters” of the future you believe in and which you would like to be part of. And the rest? Our experts take care of it.

Your themes

Vontobel’s investment experts provide you with a selection of investment themes based on current trends. Our team of experts also compiles the individual securities and carries out market analyses. But actually you play the main role. Because: the choice of themes is up to you. And an investment in your conviction is only a finger click away.

Unsere Anlagethemen im Detail

Our investment themes in detail

Impact for Good

Many companies in the market are not only economically successful but also take their social and environmental responsibilities very seriously. Invest in companies identified by our experts that have found clever ways to combine good returns with sustainability.

Smart Farming

What will we eat tomorrow? This is the question 9.8 billion people will be asking themselves in 2050. This growth in population will mean that food production will have to increase 70 percent. Smart farming can increase the world’s harvest by two thirds. We estimate that this market will grow 6 percent per year in the years ahead.

Family Businesses

Ferrari, Oracle, and Comcast have one thing in common: they are all family businesses. These types of companies usually opt for sustainable strategies, strive for a consistent income growth, and thus offer a higher dividend certainty.

Disruptors

Airbnb, Uber, Amazon – these three disruptors have fundamentally changed established sectors. Innovative companies successfully meet changing consumer demands with technological advantages and service offers, as well as tapping into new markets and target groups.

Global Brands

Strong brands are intangible assets through which a company can achieve a dominant market position and above-average returns. Competitors can hardly copy brands, and, once established, brands are associated with relatively low costs. Companies that have a strong brand often outperform the broad market.

Smart Healthcare

Pill-shaped microsensors, connected doctor’s offices, hospitals, pharmacies, and health insurers, robotic-assisted surgical systems, health apps, and wearables: Digitization is revolutionizing healthcare and will boost efficiency, while lowering costs. We estimate that the market will reach USD 20 billion by 2025 (today: USD 5 billion).

Dividend Achievers

Turbulent times can also lead to changing investor behavior. One alternative may be shares in companies that regularly distribute dividends over a long period. Such securities are very popular as a kind of interest replacement – for obvious reasons.

E-Commerce

Business hours? A thing of the past! These days, an entire generation shops around the clock. Millennials, whose peak consumption and earning years still lie ahead of them, are likely to keep e-commerce growing faster than average in the years ahead, too.

Swiss Equities

The Swiss equity market offers a wide selection of reliably managed companies operating in promising sectors. The local stock market reflects the innovative and globally networked Swiss economy.

Robotics

The very first industrial robots saw the neon light of the factories 20 years ago. A lot has happened since then. Today, sophisticated sensors and advances in software technology are allowing us to venture into new spheres. Robots are gaining the ability to move in the real world, to react to unplanned events, and to engage in interactions. This marks the dawn of the real era of robotics and opens up exciting investment opportunities.

Power of Diversity

Anyone who thinks that diversity in companies only pays off in terms of values such as fairness and equality is mistaken. There are also economic reasons for filling in gaps in gender equality, such as the increasing but still low proportion of women in management positions. “Gender diversity”-oriented companies create ideal conditions for improving corporate management, ensuring a healthy balance sheet and promoting innovation.

E-Sports and Gaming

E-Sports and Gaming are the big players in the entertainment industry and have overtaken the film and music industry. E-Sports professionals are celebrated as modern gladiators and could soon carry the Olympic torch. And the potential is huge: With their smartphones, almost 4 billion people carry a gaming device with them.

Aqua

Water is an irreplaceable commodity and supplies are limited. Although the oceans are full of it, only one in a thousand liters is drinkable. These facts collide with the increasing water consumption of mankind. Innovative solutions are needed more than ever to tap, treat, secure and clean water.

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