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Insights

Our team of expert economists, researchers and strategists bring clarity to the latest market trends and developments that matter

            

   

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Stagflationary Forces Are Gaining Ground

13th May 2022   We have revised down our GDP growth forecasts as the war in Ukraine looks set to last longer than we previously assumed.

  

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Ready for a Hard Landing?

12th May 2022   The environment for risk assets remains difficult. We are therefore maintaining our cautious positioning and have further reduced the risk in our multi-asset portfolios.

  

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CIO Insights Video Q2 2022

23rd March 2021   Watch the latest video from our new quarterly series to gain more insights on inflation and to learn about our outlook for 2022.

  

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Global View 2nd Quarter 2022

14th March 2021   It was a rocky start to the year. Read our Global View for the latest insights on the economic outlook.

  

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Equities Face More Moderate Path Ahead

14th July 2021   Equity market returns have moderated somewhat over recent weeks as the US economy has shifted from an early-cycle re-acceleration phase to a more moderate stage.

  

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Moving Away from Ultra-Loose Policy

22nd June 2021  With the worst of the pandemic behind us and the unfolding of a strong global economic recovery, central banks have started their long march towards policy normalisation.

  

A Very Short Landing Strip for Central Banks

6th May 2022   While both The Fed and ECB face the same issue: an urgent need to start normalising policy quickly in order to prevent a wage-price spiral, risks for the Chinese economy are mounting on the downside.

Navigating a Challenging Environment

29th April 2022   Updates on European Macro, US Fixed Income, FX and Equities Markets.

A Fast and Furious Repricing of Euro Rates

22nd April 2022   Latest disruptions will probably delay the expected downward adjustment in goods prices, putting further pressure on central banks to speed up the return of their policy to a neutral stance.

Forecast Update: Lower Growth and Higher Inflation

14th April 2022   We have significantly downgraded our GDP growth forecasts for 2022 and 2023, and upgraded our inflation forecasts on the back of higher commodity prices.

ECB on a Path for Rate Lift-off in September

8th April 2022   Higher inflation rates will lead to increasing risks of second-round effects with regard to wages.

Getting Ready for a Slowdown in the Us Housing Market

1st April 2022   The state of US housing and its prime mortgage funding market is an important leading indicator for the US economy.

Higher Interest Rates Are a Challenge for Gold

25th March 2022   Shouldn’t gold have appreciated by more during this time of permanent inflation surprises?

Inflation Is the Fed’s Top Priority

18th March 2022   The number one priority at the Fed is to bring inflation down, which will require interest rates to move higher much faster than previously anticipated.

Five Scenarios for Ukraine, Oil Prices and the World Economy

11th March 2022   We present two upside and two downside scenarios with different assumptions for the developments in Ukraine, the period of elevated uncertainty and oil prices.

Ukraine War Reverberates Around the Globe

4th March 2022   The intensifying Russia-Ukraine conflict and the subsequent ramp-up of sanctions by G-7 governments are reverberating around the globe.

Challenges Multiply for Central Banks

25th February 2022   Russia’s full-scale invasion of Ukraine is above all a terrible development for innocent civilians. For the global economy, and in particular for the European one, the war will act as a negative supply shock.

When Financing Conditions Need to Be Less Favourable

18th February 2022   The ECB will need to calibrate its monetary response in a way that relevant financing indicators along the chain of the monetary transmission do not show undue signs of stress.

Forecast Revisions: Higher Policy Rates and Lower Equity Index Targets

11th Febraury 2022   After ignoring the high inflation rates as transitory for a long time, the central banks have now woken
up from their hibernation.

A Brutal Wake-up Call For the ECB

4th February 2022   The euro area inflation rates were nothing less than a brutal wake-up call for the ECB. Price pressures are more persistent than expected, GDP is back to prepandemic levels and unemployment has fallen to the lowest level since the start of the monetary union.

Central Banks Tighten the Screws

28 January 2022   The Fed has made it clear this week that it will do what is necessary to contain inflation expectations.

Fed Lift-off Day Is Nearing Fast

21st January 2022   Over the coming months, investors are likely to question whether the more hawkish policy path towards a neutral stance is still too slow given broadening inflationary pressures.
  

Higher Inflation Rates to Trigger Faster Policy Rate Hikes

14th January 2022   Central banks will try to normalise their policy stance faster than we had anticipated in December.
  

Fed to Push Towards Policy Normalisation Despite Omicron

7th January 2022 The current surge in Omicron cases across the globe seems to put not only health care services under further pressure but also many businesses as large numbers of employees report sick.
  

Potential for Surprises: A Busy Central Bank Week Ahead

10th December 2021   In the coming week, the Fed, ECB, the Bank of England and the Swiss National Bank will gather for their rate setting meetings.
  

Global View Q3 2021

15th June 2021   The global economic recovery is set to gain more traction in the second half of 2021 as economies reopen and the global services sector comes back online.

More Sticks Than Carrots – Central Banks React to Inflation Rise

3rd December 2021   We expect the Bank of England to raise its policy rate at the December meeting.

Q3 2021 CIO Update Video

21st July 2021   We observe increasing signs that the recovery phase of the economy is over and we are now entering a mid-cycle consolidation period.
Watch video

Short-term Headwinds For the Euro Area

19th November 2021   Despite a generally favourable environment for growth next year in the euro area, shortterm headwinds are building.

The ECB Is Sticking to Its Guns

29th October 2021   As developed markets’ central banks are preparing the ground to remove monetary accommodation in view of sharply rising inflation expectations, the ECB continues to sound relaxed about current inflationary pressures and has pushed back against an earlier rate lift-off citing their transitory nature in the absence of a wage-price spiral.

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.

Anchoring US Inflation Expectations

15th October 2021   While rising inflation expectations were welcome as the global economy exited the pandemic-driven downturn, worries about a more persistent inflation overshoot are starting to dominate the market narrative.

Supply Bottlenecks Weigh on Short-term Prospects

8th October 2021   On the back of higher energy prices as well as more persistent supply chain disruptions and bottlenecks, we have revised up our inflation forecasts for the US and Europe.

Central Banks Are Becoming More Vocal as Inflation Rises

1st October 2021   With the current rise in inflation apparently less transitory than expected, central banks are pivoting to a slightly less dovish stance.

Germany Goes to the Polls

24th September 2021   On Sunday, Germany will vote and determine the composition of the lower house of parliament, which will then elect the successor of Ms Merkel as Chancellor.

A Fed Meeting That Will Likely Move Financial Markets

17th September 2021   While Jay Powell will likely leave the official taper announcement for November, new Fed forecasts will probably indicate that officials expect inflation to remain somewhat higher for longer than previously assumed.

A Positive Outlook for Switzerland

10th September 2021   We expect Swiss GDP to exceed its pre-pandemic in Q3 2021 already, earlier than the euro area, while inflation remains within the comfort zone of the Swiss National Bank (SNB).

US – Solid Growth, but Shallow Rate Expectations

3rd September 2021   This week’s data releases provided a resilient macro picture in Europe and in the US. The US manufacturing ISM surprisingly picked up in August, well ahead of consensus expectations.

September Is a Month of Big Choices

27th August 2021   At their respective meetings in September, central banks will re-take the centre-stage in September.

Moving Closer to a Withdrawal of Monetary Support

20th August 2021   The Fed is moving closer to withdrawing monetary accommodation, which can prove to be a challenge for financial markets.

Opportunities in US Utilities and "Brick and Mortar" Retailers

13th August 2021   A strong Q2 earnings season has been followed by a surge in US and global earnings revisions to new record highs. While the trajectory of consensus earnings remains steep and provides a pathway to further market upside until year-end, we don’t believe that cyclicals will return to an environment of sustained outperformance anytime soon.

The Real Rate Puzzle

6th August 2021   US real yields have reverted to new lows after a brief rise in the first quarter 2021, with forward markets now implying a negative real terminal Fed Funds rate.

Past Peak Momentum

30th July 2021   After a furious economic rebound in the first half of 2021, with strongly rising economic growth and inflation rates along with government bond yields, we have now entered a period of consolidation.  

Fed and ECB Operate On Different Timelines

23rd July 2021   We expect that the FOMC meeting next week is unlikely to provoke the same market reaction as last month’s meeting.   Read More

Busy Days at the ECB

16th July 2021   Having finished its strategy review last week and having decided to formally investigate launching a digital euro this week, the ECB has again a busy week ahead.   Read More

Forecast Update: Global Inflation Risks Continue to Build

9th July 2021   Global economic growth has probably passed its peak and is no longer accelerating but we remain constructive about the macro outlook.   Read More

Going Digital – Central Banks and Finance in Transition

2nd July 2021   In less than two weeks, the European Central Bank will decide whether to explore the potential design of a digital euro further. If approved, it would decide again after two years whether to enter the next phase lasting approximately three years that would be needed to prepare the implementation of a digital euro.   Read More

A More Hawkish Fed Should Flatten the Yield Curve

25th June 2021   Chair Powell and Vice Chair Williams reassured markets earlier this week that their view on the economy and the Fed’s new reaction function had not changed.   Read More

CIO Update: What if Inflation is Not Transitory?

10th June 2021   Financial markets have performed well this year. While rising stock prices surprised many investors last year, they are in line with positive economic growth this year. The pandemic seems to be more or less behind us and there are only a few clouds on the horizon. One risk that should not be ignored, however, is inflation.   Read More

Trend Reversals in Fixed Income Markets Ahead

18th June 2021   The consensus among Fed officials regarding underlying inflationary pressures appears to be eroding. The new more hawkish dot plot and macro projections suggest the FOMC is more explicitly acknowledging the upside risks to inflation.   Read More

Emerging Markets Equities Look More Attractive Again

11th June 2021   The macro outlook in Europe looks brighter than we had previously expected and we have revised up our GDP growth numbers for 2021 for the euro area, Switzerland and the UK.   Read More

CIO Update: What if Inflation is Not Transitory?

10th June 2021   Financial markets have performed well this year. While rising stock prices surprised many investors last year, they are in line with positive economic growth this year. The pandemic seems to be more or less behind us and there are only a few clouds on the horizon. One risk that should not be ignored, however, is inflation.   Read More

The Tapering Debate: The Fed and the ECB Are Facing Different Realities

4th June 2021   Is this another example of ‘dogs that bark don’t bite’? The ECB has clearly scheduled quarterly dates for a discussion about the amount of its regular bond purchases.   Read More

CIO Update: Peak Growth

12th May 2021   With the imminent transition from the economic acceleration phase to a moderation phase, the outlook for financial markets remains fundamentally positive.

No Direction Home

28th May 2021   This week the Swiss government decided not to continue negotiations with the EU on an institutional framework for their bilateral relationship.   Read More

Times to Remain Cautious

21st May 2021   The US equity market has basically flat-lined over the past 5 weeks and is trading around 2% below the peaks it has reached at the beginning of May.   Read More

Consumer Price Inflation – Asset Price Moderation

14th May 2021   US consumers flocked back to stores in April and helped inflation data to come in well above consensus estimates.   Read More

Central banks starting to cruise at different speeds

7th May 2021   Yesterday’s decision of the Bank of England to reduce its monthly purchase volume is a timely wake-up call that monetary policy is past its most expansionary period.   Read More

Confidence comes back with higher vaccination rates

30th April 2021   US-consumer confidence rose strongly in April and the perception of the state of the labour market has improved dramatically according to the latest Conference Board survey.   Read More

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Read more about our pioneering thought leadership and research on investing sustainably

            
sustainable investments Q1 2021

Jointly Building a Sustainable Future

31st March 2022   Latest issue of the Sustainable Investments Quarterly newsletter highlights the need to act collectively in order to build a sustainable future.Read more

  

sustainable investments Q1 2021

A Little Less Conversation, a Little More (Climate) Action

5th January 2022   January issue of the Sustainable Investments Quarterly newsletter highlights how we are already taking climate action today to ensure it does not become another unfulfilled promise. Read more
 

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Strong Performance on Climate Alignment Test

23rd November 2021   Our portfolios are performing strongly on climate metrics in key asset classes.That’s according to the 2020 Paris Agreement Capital Transition Assessment (PACTA) alignment test. Read more

  

Climate Action

Climate Action at Bank J. Safra Sarasin

10th November 2021   As the 26th United Nations Climate Change Conference of Parties (COP26) in Glasgow draws to a close, the moment for concerted climate action at every level of society has arrived. Read more

  

Climate Action

What Does Our Bank Do for Climate Action?

11th October 2021   We actively contribute to the UN Sustainable Development Goals and the Paris Agreement but our efforts to tackle climate change go much further. Read more

  

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The Holy Trinity Supporting ESG Investing

2nd September 2021  The EU has laid out ambitious plans aimed at channelling investments towards a sustainable and low-carbon future. The measures introduced under the EU Action Plan on Financing Sustainable Growth is likely one of the fastest-adopted and most efficient reforms the European bloc has seen. Read more

  

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Corporate Behaviour in a Pandemic

7th July 2021   As governments introduced restrictions to economic activity to prevent the spread of COVID-19 infections in 2020, they simultaneously provided support to company balance sheets. Read more

  

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Pesticides - Efficiency Booster or Biodiversity Killer?

3rd June 2021   Around a million plants and species are currently threatened by extinction. The loss of biodiversity compromises the natural benefits provided by our ecosystem, such as pollination of fruit and crops by bees. Read more

  

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Aligning Real Estate with the Paris Agreement

19th May 2021   The financial risks of climate change are growing everyday along with the constantly rising level of CO2 emissions. The real estate sector is one of the key contributors to climate change, therefore, it is also a primary target for climate change mitigation and regulations aiming to reduce emissions. Watch video

  

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Equity Investing and Natural Capital

12th May 2021   A large share of the world economy relies on natural capital. Since 1970, our ecological footprint has exceeded the Earth’s rate of regeneration. We look at the related risks and opportunities for equity investors. Read more

  

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Engaging for Biodiversity: Cocoa and Cobalt

4th May 2021   Our new topical engagement themes focus on addressing several environmental and social issues associated with the extraction and processing of cobalt and cocoa. Read more

  

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Integrating Biodiversity in the Investment Process

29th April 2021  Biodiversity ensures natural sustainability for all life forms while boosting the efficiency and productivity of ecosystems. Humanity’s economic activities impact the diversity of species, but at the same time, our economy relies heavily on it.

  

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Joining the Net Zero Asset Managers Initiative

21st April 2021   J. Safra Sarasin Sustainable Asset Management is proud to announce that we have joined the Net Zero Asset Managers Initiative, in support of our existing Climate Pledge aiming for a carbon-neutral outcome in assets under management (AuM) by 2035.   Read more

  

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Biodiversity as a Vital Component in ESG Analysis

13th April 2021   The pioneering Dasgupta Review on the Economics of Biodiversity clearly highlights the immeasurable value of nature and the enormous economic consequences of its destruction. Likewise, this has an impact on investment outcomes, and as such, J. Safra Sarasin integrates various biodiversity factors into its overall investment process. Read more

  

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Sustainable Funds Comply with SFDR Disclosures

12th April 2021   We are therefore pleased to announce that all of J. Safra Sarasin's EU sustainable funds will be classified under Article 8. In addition, four of our funds will be classified under Article 9. Read more
   
 
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Biodiversity and its Materiality for Investors

29th March 2021   "Biodiversity loss is among the top global risks to society according to the World Economic Forum. In what scientists call the Anthropocene – the age of mankind – the planet is facing its sixth mass extinction, this time caused by humans. Read more

  

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The World's Carbon Budget

24th March 2021  The cyclical upswing we are currently in is creating additional demand for commodities and is also pushing up oil prices and oil stocks. But the securities of companies with exposure to fossil fuels carry long-term risks. These arise not so much from a possible scarcity of fossil resources, but rather from a shortage of the earth's atmosphere's capacity to absorb carbon dioxide emissions. Read more
   
 
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How to Tap Green Revenues As Opportunities

3rd February 2021   Political pressure and the demand for solutions to the enormous ecological problems are steadily growing. We see “green revenues” as opportunities to invest in and incorporate them systemically into our investment process.   Read more
   
 
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Assessing Corporate Alignment With the Paris Accord

28th January 2021   Ever since the previous Bank of England governor Mark Carney's speech in 2015, which introduced the notion of climate-related risks, investors have scrambled to integrate this issue into their investment decisions. Read more
  
 
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Three Avenues of Reflecting Climate Change in Portfolios

20th January 2021   Given the long-term economic impact, climate change is becoming recognized as a significant risk in investment portfolios. We provide a framework on how to integrate climate change into investment decisions. Read more
  
 
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The Climate Transition: High Noon for Investors

4th January 2021   "We only have 7 years left until global warming reaches 1.5°C." This is the sober, albeit abridged, conclusion of the scientific studies of the Intergovernmental Panel on Climate Change (IPCC). Read more
   
 
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Achieving the UN SDGs with Real Estate

30th November 2020  Real estate plays an important role in our transition to a greener and more sustainable future. For us, the UN Sustainable Development Goals (SDGs) serve as a valuable framework to help achieve positive impact during the entire life cycle of properties. Read more
  
 
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How Biodiversity's Loss Can Cost Investors

26th November 2020   Biodiversity has recently become the new buzzword in the world of sustainable finance. When most of us think of biodiversity, what comes to mind are usually pictures of threatened animals. However, few of us are able to truly grasp the meaning of biodiversity and its impacts on our lives. Read more
   
 
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The UN SDGs: Impact or Opportunity?

23rd November 2020   Since the United Nations’ Sustainable Development Goals (SDGs) were introduced and raised onto the global political agenda, it has served as a guiding framework for many sustainable investors. However, some of the most hotly debated issues about this topic revolve around whether investors can truly make a positive impact to achieving the SDGs. In this video, we discuss the differences between impact and sustainable investing, and how investing in public markets can contribute to the SDGs. Watch Video
   
 
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Green Real Estate Funds:
Providing a Future-Fit Portfolio while Reducing Carbon Emissions

19th November 2020   This case study provides a roadmap derived from sustainable real estate funds with direct holdings. The author describes how to actively manage properties of an investment fund based on a strategy that has provided attractive financial returns over the years, while successfully reducing carbon emissions. Read more
  
 
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Systematic Integration of the UN SDGs into the Investment Processes

16th November 2020   As founding signatories of both the Principles for Responsible Investments and the Principles for Responsible Banking, we have made a commitment to include SDG considerations in our business decisions. The following article describes our approach in including SDG data and criteria into our sustainable investment process, as well as our ESG (environmental, social, governance) reporting and active ownership activities.   Read more
    
 
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Engagement: COVID-19 Shifts the Focus

29th October 2020   With the disruption caused by the COVID-19 crisis, “social” considerations are back at the forefront of ESG. While corporates work to navigate near-term challenges, it is important to keep in mind that decisions affecting a company's human capital, customers, and the communities in which they operate can have lasting implications, both positive and negative.   Read more
   
 
Impact Investing

Key Principles of Impact Investing

16th October 2020   The sharp rise in demand for sustainable investments over the last decade can be explained by the fact that investors increasingly require their investments to meet social and environmental goals, in addition to generating financial returns. They not only want to know where their money is invested, but whether it also creates an impact.   Read more
   

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Aligning Real Estate with the Paris Agreement's 1.5°C Scenario

5th October 2020   In President von der Leyen’s State of the Union address at the European Parliament Plenary, she outlined a vision for the real estate sector to emerge out of the current pandemic more resilient against an even greater looming crisis: climate change. Read more
  

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Targeting the UN SDG: Impact or Opportunity?

30th September 2020   The year 2015 has gone down in history as the "Bretton Woods" of sustainability. In that year, the two frameworks of the Paris climate agreement and the UN Sustainable Development Goals (SDG) were raised onto the global political agenda. Read more
  

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Do Airlines Have A Carbon Problem?

24th September 2020   The airline industry faces its worst downturn in recorded history and while the near-term focus is on survival, longer-term environmental headwinds remain a challenge. Read more
              

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Investment Update: All China Equities

3rd May 2022   China is expected to become the world’s largest economy in only a few years from now. Thus, the most important question for equity investors is not whether they should allocate to China, but how to best position themselves in this rapidly growing and changing economy.
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Thematic Insights Tech Disruptors - Data Privacy: An Unstoppable Revolution

29th April 2022   An estimated 70% of Apple users opted out of app tracking technology. Data privacy is a hot topic, causing difficulties for those in the advertising industry The winners from this changing landscape are technology and solution providers enabling the collection and analysis of “first-party data”.
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Thematic Insights Future Health: Innovation for Better Vision

13th April 2022   50% of the world population will suffer from myopia by 2050. The risk of myopia has skyrocketed in our tech-savvy society. Innovation in eye care has enabled the release of novel lenses for children that can significantly slow down the progression of the condition.
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Thematic Insights Green Planet- Copper: The Recycling Champion  

13th April 2022   The current Ukrainian crisis has once again raised awareness of the need for fossil fuel independence. Copper is a key material for the energy transition and its demand is expected to double by 2050. What are the opportunities for copper recycling.
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FAB Five 2nd Quarter 2022 Investment Ideas

6th April 2022   Just as we thought the pandemic was behind us, the first quarter of 2022 has brought even more uncertainty than expected. How should investors assemble a well-diversified selection of strategies for this new environment? Learn more about our top 5 investment ideas selected for the upcoming quarter.

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Thematic Insights Tech Disruptors - Metaverse: A Digital Reality

27th January 2022   The Metaverse – a virtual world connecting people, places and things through online immersive platforms. This new digital reality requires high performance computing and numerous key players, those in the semiconductor industry are critical to this immersive frontier. Should the Metaverse be on the radar of investors?

Metaverse

Thematic Insights Future Health - Hacking the Code of Life

21st January 2022   Development in Next Generation Sequencing has facilitated human genome reading at a fraction of the cost from 20 years ago.with uses for research, population genetics and disease diagnosis. Should investors consider it as a major market opportunity?

Thematic Insights Future Health Q4 21

Thematic Insights Green Planet — Towards Net Zero

17th January 2022   Rapid advances in Carbon Capture Utilisation and Storage (CCUS) technologies are helping carbon-heavy industries reach their net zero targets.Should investors consider it as a significant market opportunity?

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Contributing to a Greener Planet

30th November 2021   Our experts Daniel Lurch and Joëlle Amram explain how efforts to preserve biodiversity translate into attractive long-term investment opportunities. Read more
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Thematic Insights Tech Disruptors — 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? Read more

Quantum computing

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. Read more
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The Intertwined Worlds of Cryptocurrencies and Semiconductors

4th August 2021   The global chip production industry is currently facing an unprecedented shortage, likely the biggest one in its history. Limited semiconductor production impacts not only the consumer electronics sector but also the already volatile world of cryptocurrencies. Watch video

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Thematic Insights Tech Disruptors — Blockchain: Going Beyond Cryptocurrencies

23rd July 2021   Cryptocurrencies' underlying technology, blockchain, consumes vast amounts of energy because of the high computing power it requires. This has raised environmental concerns and questioned its sustainability as an investment. Learn more in this quarter’s Thematic Insights Tech Disruptors. Read more
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Thematic Insights Future Health — Alzheimer's Disease: A New Era of Treatment

19th July 2021   Alzheimer’s is estimated to be the most costly disease in the US, surpassing cancer and heart disease. A treatment for the underlying cause of this condition would represent a major breakthrough for the society. Learn more about developments in this area in the latest Thematic Insights Future Health. Read more

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Investing to Protect Biodiversity

7th July 2021   For most of us living in cities or urban areas, wildlife can seem like an afterthought. However, the reality is we are all highly dependent on nature and its essential services like clean water and pollination. Read more
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More than Meets the Eye

7th June 2021   These days, technology can sometimes seem like magic. Activities like ordering a taxi can occur in the blink of an eye. But scratch below the surface and we see that for this seemingly simple transaction to occur, countless technologies are at work. Watch video

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Identifying Sustainable Rising Stars in Total Return Investing

2nd June 2021   As ESG data becomes more granular, integrating sustainability with fixed income investing has become even more viable. This has given us confidence to integrate sustainability with our Total Return strategy – a flexible, global, and non-benchmarked approach to fixed income investing. Read more
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Sustainable Thematic Opportunities in a Post-COVID World

31st May 2021  Over a year into the COVID-19 pandemic, it is clear that a strong, vaccine-driven recovery is now unfolding around the world. It is also evident that the pandemic has permanently altered many facets of our society, ranging from health and lifestyle, to the economy. Read more
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Navigating Chinese Equities in 2021

17th May 2021   For Chinese equity markets, 2021 began with an acceleration of the strong performance of late 2020, followed by a pullback after the Chinese Lunar New Year in mid-February. Following the recent correction, valuations for many companies are now attractive again and opportunities are getting ripe for stock pickers and active portfolio management. Read more
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Thematic Insights Future Health — Liquid Biopsy: A Game-Changer to Detect and Monitor Cancer

April 2021   One of the main priorities in cancer research is to detect cancer cells at an early stage, before they start to spread. A novel and revolutionary approach, known as liquid biopsy, which requires only a blood sample, is leading the way. Read more

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Thematic Insights Tech Disruptors — Semiconductor Manufacturing: The Battle over Tech Supremacy

April 2021   The semiconductor equipment sector, which produces highly complex machines needed to manufacture chips, has found itself in the centre of a brewing political storm between the US and China.

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Climate Opportunities - Fighting Climate Change One Cow at a Time

March 2021  If cows were a country, they would be the third-largest greenhouse gas emitter in the world. What types of innovative solutions can tackle this challenge? Watch the video to learn more.  Watch video

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Semiconductors: Driving the Future of Cars

March 2021   Over the last few months, a global shortage of semiconductor chips has forced several carmakers, including Volkswagen and Ford, to halt production, hurting their efforts to recover from depressed demand on the back of COVID-19 lockdowns. The crisis has shone a spotlight on the auto industry’s growing reliance on chips, and the implications for both industries.
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Investment Spotlight: Future-proofing Investments Against Climate Change

March 2021   Today, we see growing impetus from more countries to reduce their greenhouse gas emissions. In this inevitable transition to a low-carbon future, there will be many winners and losers. It is crucial for investors to ensure that their portfolios are resilient and “future-proof” against climate change. Read more

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Sustainable Equity Global Thematic Investors Update

February 2021    There are three major issues facing equity investors today: Does the US political environment change anything? Is there any value in growth? Where will we see permanent change and are there any emerging themes worth looking at? Read more and learn about our 2021 outlook.

Investors Update

   

Developments in Sustainable Investing

9th February 2021   2020 was a landmark year for J. Safra Sarasin Sustainable Asset Management, as we further strengthened our commitments to sustainable investing. Watch video

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Analog Semiconductors: Key Enabler of the EV Revolution

29th January 2021   The world is at the beginning of an electric vehicle revolution, with volumes expected to rise significantly over the coming years. This transformation will likely be followed by one in the autonomous driving space. Read more

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Climate-Proofing Your Investments

25th January 2021   In the inevitable transition to a low-carbon future, there will be many winners and losers. Some companies are already doing better than others. We group them into Climate Pledgers and Green Champions. Learn more in the latest video.

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Thematic Insights Future Health — Transition to Home: The New Hub of Healthcare

21st January 2021   Home-based health players provide a multitude of healthcare services to chronically ill patients directly at home. COVID-19 revealed several shortcomings in the healthcare system, particularly hospitals and skilled nursing facilities as the central hubs of care delivery.   Read more
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Investment Spotlight: COVID-19, Climate Change and the Implications for Thematic Investing

18th November 2020   Nearly a year into the COVID-19 pandemic, some clear implications for thematic investing can already be observed. In many ways, the risks and challenges posed by the pandemic are similar to those presented by another global threat – climate change. Both crises will change our world permanently, and in this Spotlight we explore some of the long-term fundamental shifts happening in our world, as well as what this means for thematic investors.   Read more
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Thematic Insights Tech Disruptors — Warehouse Automation: Reshaping Logistics

October 2020   Demand for warehouse automation equipment is expected to grow strongly over the coming years, driven by several megatrends such as e-commerce, urbanization and sustainability. Read more
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Thematic Insights Future Health — Improved Hygiene: Killing Germs, Saving Lives

October 2020   The COVID-19 pandemic has boosted demand for hygiene and personal protection equipment (PPE) products in hospital, elderly care and private settings. Read more
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Investment Spotlight: The Value of Sustainable Investing For High Quality Bonds

September 2020   Today’s markets are often characterized by uncertainties and volatility, and it remains increasingly challenging to search for yield. In such times, it becomes even more crucial to find a stable and resilient source of returns that can weather storms in the financial markets.

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New Branch in Madrid with Institutional and Wholesale Distribution Business

8th February 2022   Banque J. Safra Sarasin (Luxembourg) SA announces the opening of a new Branch in Madrid with Belén Ríos leading its institutional and wholesale business in Spain. Read more
   
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Repositioning of Water to Green Planet

10th February 2021   JSS Sustainable Asset Management is proud to announce the launch of the Green Planet strategy, which is a natural progression of its commitment towards building a sustainable future, while generating attractive returns. Read more

  

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New Climate Strategy Launched

27th January 2021   JSS Sustainable Asset Management launches a new climate investment strategy that taps into the vast opportunities arising from the global transition to a low-carbon future.
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J. Safra Sarasin Asset Management Funds Awarded Highest Rating by FNG

26th November 2020   We are pleased to announce that all four funds, for which we have submitted, have been awarded the highest possible rating by FNG (Forum Nachhaltige Geldanlagen)

  

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New Fund Supporting Sustainable Development Goals

3rd November 2020   Bank J. Safra Sarasin has launched a compelling public equities solution offering investors a way to support the United Nations’ Sustainable Development Goals (SDGs) while also generating long-term returns.   Read more

   

Bank J. Safra Sarasin recently launched the JSS Responsible Equity – India fund, which seeks to capture attractive opportunities in the country’s fast-growing economy.

Launch of New Responsible India Fund

30th September 2020   Bank J. Safra Sarasin recently launched the JSS Responsible Equity – India fund, which seeks to capture attractive opportunities in the country’s fast-growing economy.   Read more

  

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Awarded Highest Score In UN PRI Assessment Report

2nd September 2020   Bank J. Safra Sarasin has been awarded A+, the highest score, by the UN-supported Principles of Responsible Investment (PRI), for its overall Sustainability Strategy and Governance.   Read more

   

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Ranked #1 Across Responsible Investment Themes in Switzerland

3rd June 2020   We are pleased to announce that Bank J. Safra Sarasin is ranked #1 in Switzerland and #17 worldwide by ShareAction in their 2020 ranking of the world’s largest asset managers across responsible investment themes.   Read more

  

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Climate Pledge Launched

15th May 2020   Bank J. Safra Sarasin is a founding signatory of the Principles for Responsible Banking and the Principles of Responsible Investing and is committed to contribute to achieving society’s goals as expressed in the UN Sustainable Development Goals and the Paris Climate Agreement.   Read more

  

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Launch of New Healthcare Fund

4th May 2020   Bank J. Safra Sarasin recently launched the JSS Sustainable Equity – Future Health fund, which seeks to capture opportunities from the dynamic shifts in the health landscape.   Read more