Our team of expert economists, researchers and strategists bring clarity to the latest market trends and developments that matter
CIO Update: Surfing the wave carefully
09.07.2020 During the lockdown phase, our full attention was focused on daily statistics regarding new COVID-19 infections and their growth rates. These data were soon joined by daily mobility figures, which serve as an indicator of economic recovery...
Market Views: Economic & market perspectives for H2 2020
18.06.2020 We are confident that the worst economic effects are behind us and expect the recovery to continue in the coming quarters. Karsten Junius, our Chief Economist, shares his views and outlook on which assets he believes will benefit in this environment.
Global View Q3 2020 Outlook
12.06.2020 The global manufacturing cycle appears to be bottoming out and we expect the rec
overy to strengthen into 2020. However, growth will probably remain moderate, so that central banks should maintain an easing bias and maintain accommodative liquidity conditions...
CIO Update: Turning a bit cautious
11.06.2020 As quickly and surprisingly as the global economy plunged into recession due to the corona lockdown and financial markets crashed, the recovery now seems to be taking place as quickly, too...
CIO Update: Let's wait and see
07.05.2020 The situation in financial markets remains tense. The strong correction in March was followed by a strong recovery in financial markets until the end of April...
CIO Update: Glimmers of Hope
09.04.2020 The flattening of the coronavirus curve in Europe indicates that the containment measures of the past weeks are showing positive results......
CIO Update: Resilient financial markets
10.02.2020 Financial markets have been subjected to two endurance tests so far this year. After the markets quickly absorbed the shock from the escalation of tensions between the USA and Iran at the beginning of January, it also appears that the fast-spreading coronavirus has not become a stumbling block...
CIO Update: Cautious stance
06.03.2020 The exponential spread of coronavirus cases outside China has led to great uncertainty in financial markets in recent weeks....
Global View - Outlook 2020
02.12.2019 The global manufacturing cycle appears to be bottoming out and we expect the recovery to strengthen into 2020. However, growth will probably remain moderate, so that central banks should maintain an easing bias and maintain accommodative liquidity conditions...
CIO Update: What is priced in?
10.01.2020 2019 was one of the best years ever recorded for investing in financial markets. Double-digit returns for multi-asset portfolios were not the exception but the rule.
CIO Update: Trade war rollercoaster ride
06.12.2019 After recent months saw an easing of the US-China trade war with both sides dialing down the rhetoric, negotiations have now reached a critical stage...
CIO Update: "In a good place"
08.11.2019 Jerome Powell, President of the US Federal Reserve Bank (Fed), pointed out on numerous occasions in recent months that the US economy was «in a good place»...
CIO Update: In gold we trust
04.10.2019 Despite mounting growth concerns, we do not believe a global recession is the most likely scenario...
Global View - Outlook Q4 2019
02.09.2019 The escalation in the trade war is likely to weigh on corporate investment. While the risk of a global recession has clearly risen, we still expect the expansion to persist in the foreseeable future.
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Read more about our pioneering thought leadership and research on investing sustainably
A Sustainable Path Out of the Corona Crisis
29.06.2020 The latest issue is devoted to the Corona Crisis. The publication gives you an overview of why sustainable companies were better able to cope with the crisis, what awaits us in the world after COVID-19 and what lessons we can learn for the future...
Active Ownership - 2019
10.06.2020 In our latest video, we discuss what it means for us to be active owners....
New ESG Country Rating for Sovereign Bonds
12.04.2020 As a pioneer in sustainable investment, Bank J. Safra Sarasin already produced one of the very first sustainability ratings for countries back in 2002 and integrated them into its investment strategy. Since then, the rating has been continuously updated and developed further. This Spotlight explains in detail the rating, as well as the latest methodology update and the 2020 results....
Heading to Paris: net zero emissions by 2050
06.04.2020 The latest issue is devoted to the challenge of Climate Change and the question how investors can identify the winners and losers and embed climate considerations into their equity, bond and real estate portfolios...
Lessons from the Corona crisis
30.03.2020 The Global Corona Crisis, which has swept the world in 2020, will be remembered as a turning point in history..
SDGs: The decade of action is dawning
03.01.2020 This latest issue is devoted to the impact investors can have by aligning themselves with the Sustainable Development Goals (SDGs)...
Targeting the SDGs: Impact and Performance in Listed Equities
03.07.2019 All investments have an impact - not only on individual investors, but also on communities, the environment and the economy at large..
J. Safra Sarasin celebrates 30 years of sustainable investing
02.10.2019 In this special edition, we highlight J. Safra Sarasin’s 30-year anniversary and key achievements in sustainable investments. It is devoted to the Bank’s journey in becoming a pioneer and leader in sustainable investments.
Active Ownership is making an impact
01.04.2019 When it comes to the concept of sustainable investments, many investors still only think of exclusions for the time being. However, the range of instruments has been greatly expanded over the years.
Hazardous chemicals - or the new carbon
12.12.2018 Chemicals are increasingly present in everyday consumer products: from plastics and clothes to flame retardants in mattresses and couches.
Sustainability - a key factor for real estate
07.01.2019 Electromobility is on everyone's minds: as an investment theme, as a fun factor, but above all as a solution to climate change. However, it is less well known that the real estate sector is also an important jigsaw piece in the fight against global warming.
Active ownership - reaching record levels in 2018
02.10.2018 Assets under management for investment strategies that integrate engagement and proxy voting are growing continuously.
Global challenges and investment themes
26.09.2018 The summer of 2018 has brought an unprecedented heatwave to the Northern hemisphere. Forest fires have raged from Sweden down to Greece, claiming the lives of many victims.
Living among robots
29.08.2018 Technological progress and economic growth have triggered an unprecedented expansion phase of robotics adoption and applications across sectors.
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Investment Spotlight: Investing in Human Health Has Never Been in Sharper Focus
22.04.2020 In this issue, we delve deeper into the Future of Health and how Covid-19 has sharpened the focus on the state of health around the world...