Our team of expert economists, researchers and strategists bring clarity to the latest market trends and developments that matter
CIO Update: Follow the trends
15th January 2021 If I had to sum up the year 2020 in three words, they would be: unexpected, extreme, and exciting. At the beginning of the year, we were all taken completely by surprise by a global pandemic in the middle of a positive sentiment. As a result, we experienced extreme movements in financial markets within a short period of time and unprecedented economic lockdowns. Read More
Our new macro and market forecasts including a new US-fiscal package
15th January 2021 December seems to be a long time ago considering what has happened since first we presented our forecasts for this year and next.
1st December 2020 The COVID pandemic and resulting restrictions are set to weigh on the global economy over the winter months. Yet the breakthrough to an effective vaccine, sets the stage for a broader global economic recovery in 2021, which will be supported by generous fiscal transfers and monetary accommodation.
Market Views: Our Macro and Markets Forecast for 2021
10th December 2020 We are prepared for some nastic economic data in the winter months, but warmer weather and the rollout of the COVID vaccines will change the macro picture substantially starting from Q2 2021.
8th January 2021 Despite the shocking pictures from Washington D.C. this week, we remain hopeful for the US economy. This view is only partly based on the solid economic data reported over recent days...Read More
Trust and the success of populism
18th December 2020 As you may remember from previous years, shortly before the holiday season, we try not to bother you with economic data and financial market views in our last Weekly of the year...Read More
Well calibrated but slightly underwhelming ECB package
11th December 2020 Parents know that the best way to ensure a positive surprise and a happy face on their kids’ birthdays is to pretend to having forgotten it in the days prior, or at least having lost their whish list. Central banking is not that different....Read More
Outlook 2021: Solid economic rebound to favour risk assets
4th December 2020 Unprecedented fiscal and monetary support, which has been deployed to fight the negative impact from the pandemic, will continue to drive the global economic expansion in 2021...Read More
Second COVID-wave weighing on Europe
27th November 2020 This week was a reminder that the COVID-pandemic is far from over despite the positive vaccine news that we received in the past few weeks...Read More
US small caps have more upside
20th November 2020 Small cap equities in the US have had a remarkable run since September – outperforming their large cap peers by 11%...Read More
Preparing for a healthier 2021
13th November 2020 The news of the week was without any doubt the announcement that an effective vaccine against COVID-19 may have been found...Read More
CIO Update: Uncertainty Would be Reduced
6th November 2020 In October, a number of key factors came to the fore, which created uncertainty and moved the financial markets...Read More
After the US elections and in a new COVID-wave
6th November 2020 It feels like that this has been the longest US election campaign ever. And it might just fit that it takes longer than usual to declare who the winner is...Read More
The Second Wave is Here
30th October 2020 The number of new Covid-19 infections has accelerated sharply in the past few weeks, both in Europe and the US...Read More
Monitoring the second European Covid-wave
23rd October 2020 The number of new Covid-19 cases has been reaching new record highs in many European countries almost every day in the past week...Read More
Market implications of the US election
16.10.2020 With less less than three weeks to go until the US presidential election, investors have started to price in a victory for Joe Biden...Read More
CIO Update: Recovery Continues
8th October 2020 In the coming weeks, the US presidential election will be the main focus of investors. The recent past has taught us that such elections are highly unpredictable to the very end....Read More
A constructive outlook despite an uneven recovery
09.10.2020 The rise in new Covid-19 infections in Europe and the lack of agreement on a new fiscal package in the US are likely to weigh on economic activity in the near term...Read More
Perspectives for economic growth and financial markets after the Covid-recession
02.10.2020 Our new long-term economic projections show that potential output growth will decline over the next decade, while inflation is likely to trend higher...Read More
CIO Update: A balanced portfolio
04.09.2020 Probably the most important finding of recent months is that we are beginning to learn how to deal with the corona pandemic and that a second economic lockdown will not be necessary despite the temporary increase in COVID-19 cases...Read More
Switzerland will face a strong currency for many years
25.09.2020 This week, the Swiss National Bank (SNB) confirmed its medium term inflation forecasts at only slightly above 0%...Read More
The desperate hunt for inflation
18.09.2020 Persistently low inflation rates when policy rates are close to the zero lower bound keep central bankers up at night...Read More
Global View Q4 2020
01.09.2020 The global economy is recovering from the collapse in production in the spring caused by the many restrictions on mobility imposed at the peak of the coronavirus epidemic...Read More
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...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
Global View Q3 2020 Outlook
12.06.2020 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...
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
Read more about our pioneering thought leadership and research on investing sustainably
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
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
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
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
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
Exploring the SDGs
17th November 2020 The Sustainable Development Goals (SDGs) represent the global strategy plan for economic, social and environmental development. Achieving the SDGs will be a key driver of economic growth going forward, which ultimately is the only structural source of long-term financial returns. In this video, we explore what the SDGs are and how they can offer attractive opportunities for investors. Watch Video
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
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
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
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
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
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
Imagining a post-COVID world
4th August 2020 In the past few months, much of the world’s focus has been on “flattening the curve” of COVID-19’ spread. While this is crucial, we should not forget the climate crisis, which poses a larger long-term threat..... Watch Video
Our Climate Pledge
4th August 2020 In the past few months, much of the world’s focus has been on “flattening the curve” of COVID-19’ spread. While this is crucial, we should not forget the climate crisis, which poses a larger long-term threat..... Watch Video
The coming green recovery
27th July 2020 In the past few months, much of the world’s focus has been on “flattening the curve” of COVID-19’ spread. While this is crucial, we should not forget the climate crisis, which poses a larger long-term threat..... Watch Video
Sustainability country rating for sovereign bonds
17th June 2020 In our latest video, In our latest video, Nico Frey, Sustainable Investment Analyst, tells us more about how considering ESG aspects can give a more comprehensive and holistic risk assessment of countries.... Watch Video
Active ownership - 2019
10th June 2020 In our latest video, we discuss what it means for us to be active owners.... Watch Video
New ESG country rating for sovereign bonds
12th April 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
A sustainable path out of the Corona Crisis
29th June 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...
6th April 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...
J. Safra Sarasin celebrates 30 years of sustainable investing
2nd October 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.
1st April 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.
Delve deeper and learn about the investment strategies that set us apart
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
Investment Update: All China Equities
October 2020
China is expected to be the only major economy to show positive growth in 2020, helped largely by the country's successful containment of COVID-19 and targeted fiscal stimulus.
We believe that China is transforming from an export-led model to an economy based on domestic demand and innovation.
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
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
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.
Why Invest in Sustainable Sovereign and Corporate Bonds?
06.08.2020 Despite the recent strong recovery in financial markets, the global economy still faces significant challenges. Therefore, it is crucial to bring stability to investment portfolios, while maintaining return potential. Watch Video
Thematic Insights Tech Disruptors - Cybersecurity: Safety in the Digital Age
July 2020 The first half of 2020 was deeply shaped by the coronavirus outbreak, which urged millions of people to stay at home in order to help curb the pandemic.
Thematic Insights - Water Solutions: The Fight Against COVID-19
July 2020 Water companies have a critical role to play in the fight against the coronavirus. Whether it is through simple solutions such as filtration systems with UV lights to more complex water analysis systems equipped with a technology that is also capable of identifying the virus. Read more
Thematic Insights Consumer Brands - Welcome to the Cashless Society
July 2020 As the coronavirus continues to spread across the globe, millions of people are urged to stay at home to contain the spread of the pandemic. Read more
Thematic Insights Future Health - Telemedicine: The New Normal
July 2020 The adoption of telehealth has taken off since the COVID-19 outbreak as patients prefer to get remote medical advice and monitoring rather than visiting doctor offices. Read more
Sustainable Equity Global Thematic Investors Update
July 2020
Key Highlights:
It’s still too early to assume a V-shaped recovery for all industries.
There will be a stark difference in the outcomes and fortunes for different companies and industries over the next ten years. This was accelerated by COVID-19.
This pandemic has put structural growth, sustainable, and thematic investing back in the driving seat for global equity returns.
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
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)
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
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
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
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
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
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
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