SSPA Podcast: Christel Rendu de Lint, Vontobel
Christel Rendu de Lint, Co-CEO of Vontobel, joins the SSPA Podcast following her panel at the International Structured Products Forum in Interlaken.
In this episode, we discuss:
- how investors should think about strategic asset allocation in a changing market environment
- whether traditional approaches to diversification remain sufficient
how higher volatility and greater market dispersion can create opportunities for active investors - the role of geopolitical developments in portfolio decisions
- the outlook for Emerging Markets, AI and infrastructure
- where Structured Products can add value in portfolio construction.