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Insights

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

            

CIO Update

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...

               

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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.
    

GlobalView

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...Read More

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...Read More

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...Read More

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......  Read More

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...  Read More

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.... Read More

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... Read More

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. Read More

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... Read More

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»... Read More

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...  Read More

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. Read More

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

            
              
sustainable development goals

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... Read More

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Active Ownership - 2019

10.06.2020   In our latest video, we discuss what it means for us to be active owners.... Watch Video
              

Sust chemicals

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.... Read More

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...
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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..
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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)...
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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..
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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.
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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.
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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.
Read More

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.
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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.
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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. Read More

Living among robots

29.08.2018   Technological progress and economic growth have triggered an unprecedented expansion phase of robotics adoption and applications across sectors. Read More

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Delve deeper and learn about the investment strategies that set us apart

   

The Future of Health

June 2020
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Health First!

30.04.2020

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Sustainable Global Thematic Equities

30.03.2020

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European Senior Loans

25.03.2020

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All China Equities

30.11.2019

  

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...Read More

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