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Partner with
J. Safra Sarasin
Sustainable Asset Management

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Semiconductors: Investing in Technology's Future

26th August 2021   Semiconductors have been in the spotlight, with news of shortages making global headlines. How can one approach investing in this vast industry? We explore two specific segments – analogue chips and semiconductor equipment manufacturers.

Four Lessons From 30 Years of Sustainable Investment

7th October 2021   Sustainable investment is rife with misunderstanding. Here are some answers.

Quantum Computing:
Beyond 0s or 1s

26th October 2021   Quantum computing harnesses the laws of physics to enable far more sophisticated calculations, too complex for classical computers. Should this rapidly-emerging technology be on the radar of investors?

How Long is "Transitory"?

8th October 2021   Sticky inflation and more hawkish central banks saw a sharp rise in yields last month, and while economic activity continues to slow, it remains strong.

Excessive Rate Expectations for the ECB and Bank of England

22nd October 2021   Given high and rising inflation expectations, calibrating an appropriate policy response is the top priority on central bankers’ minds.