The big return of small caps The soft US CPI print triggered a price surge in global small-cap stocks. Can we expect them to continue to perform? At the same time, a combination of softer #inflation and a global economic slowdown drives market expectations for earlier central bank rate cuts. In our most recent #CrossAssetWeekly, we also examine the state of the Japanese #yen and of the somewhat stagnant European economy. Read more in the full publication: https://lnkd.in/eTFcYiEr #smallcaps #Japan
Informacje
As an international group committed to sustainability, J. Safra Sarasin is well established through its banks in more than 30 locations in Europe, Asia, the Middle East, Latin America and the Caribbean. A global symbol of private banking and wealth management tradition, the group emphasises security and well-managed conservative growth for its clients. J. Safra Sarasin is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investor advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy. J. Safra Sarasin’s most valuable capital is its employees. They are essential to the success of the organisation, now and in the future. Their technical expertise, professional qualifications and social skills are highly valued by the Group’s clients, Management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide and J. Safra Sarasin is particularly keen to ensure that they are treated in a fair manner. At J. Safra Sarasin, employees are very much aware of their entrepreneurial responsibilities.
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http://www.jsafrasarasin.com
Link zewnętrzny organizacji J. Safra Sarasin
- Branża
- Usługi finansowe
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- 1 001-5 000 pracowników
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- Basel, BS
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- Private Banking, Asset Management, Institutional investors, External asset managers, Investment foundation, Investment funds, Pension products, Financial engineering, Structured products, Islamic Wealth Management, Trading & Treasury i Sustainable investments
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Pracownicy J. Safra Sarasin
Aktualizacje
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Ready to make the switch to European smaller companies? After falling off investors’ radars in the era of high interest rates and the unstoppable rise of tech giants, #smallcaps are making a comeback. They offer an attractive option for investors with a long-term horizon and an eye for #diversification. But how can you be sure you’re looking at the brightest spots? Portfolio manager Marcel Voogd, CFA and Investment Specialist Joran Mambir, CFA share the five key questions to keep in mind when investing in European small caps. Read our latest insight for the full story: https://lnkd.in/e3jCK9Vs #equities #sustainableinvesting
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Stewardship in action, not just in a post Investment influence through direct and collaborative communication with investee companies defines Stewardship. At J. Safra Sarasin Sustainable Asset Management, #stewardship is one of our key ESG investment tools. Discover how Julia Wittenburg, our Head of Stewardship, is leading this charge. Read more in the latest Stewardship Report: https://lnkd.in/eAH7Hd6K #sustainableinvesting #sustainablefinance
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A summer visit to the UK. What’s ahead for the new Labour government? Labour's return to power is expected to bring relative stability and growth, but its ambitious plan to boost productivity could require significant tax hikes later in the term. In today’s #CrossAssetWeekly, our team of experts analyse the state of the UK’s #macroeconomics and financial markets. Meanwhile, the #ECB remains firm on financial conditions, with rate cuts anticipated in September. Also this week, #China concluded its Third Plenum to discuss economic and structural reforms. Read more insights in this week’s publication: https://lnkd.in/eFCg4hqn
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Investing in politically challenging times In the first half of this year, the stock market hit all-time highs. Investing in risky assets clearly paid off. However, consequences of the #elections in Europe and the US, ongoing armed conflicts, and populistic trends add to the ongoing political challenges. Is it still a good time for risky assets? And what can we expect from the economic programmes of the two #US presidential candidates? To find out, check out the latest video with our Chief Economist, Karsten Junius: https://lnkd.in/eGnntRb3 #MarketViews #economy #stockmarkets
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Meet the meat substitutes. Meat, fish and dairy products are important sources of protein in our diets. But their production harms the environment. Food systems must find better ways to meet the rising need for protein as the planet’s population grows. That’s where alternative proteins can help. Although still new, this market is expected to ripen fast. Discover what’s on the menu in our latest snapshot on the future of agriculture: https://lnkd.in/eNg_tnEt #AgTechRevolution #SustainableFarming #InnovativeAgriculture #SustainableInvesting #Stewardship #alternativeproteins 💡
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July forecasts are here. What lies ahead? As the US growth slows, concerns are rising that its labour market is at an inflection point. Meanwhile, the #euro area’s recovery continues but remains sluggish. The #ECB has room to cut its policy rates considerably, according to our analysts. In the most recent forecast update, we have lowered our inflation projections for Switzerland, and the #SNB is likely to cut its policy rate to 0.5% by the end of 2025. Read more in the latest #CrossAssetWeekly: https://lnkd.in/eSX4FAMG #interestrates
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Increased volatility – new opportunities? Similar to the recent games during the European Football Championship, it will be interesting to watch the financial markets from now until the end of the year. Will the #bonds or #stocks perform better? The opportunities and risks are balanced, which is why we are positioning our mixed portfolios close to our long-term asset allocation. Read more in the latest CIO Update by Philipp Bärtschi: https://lnkd.in/eEm97Wca #CIOupdate #assetallocation #sustainableassetmanagement
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What sets Bank J. Safra Sarasin apart? Our CEO, Daniel Belfer, CFA, answers this question in his latest interview published in the #GlobalView. Gain further insights from our economists as they examine #recession risks, unusual interest rate cycles, and equity duration. Read the full publication here: https://lnkd.in/eDASHQVZ
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We’re thrilled to announce that J. Safra Sarasin is ranked #1 for Soundness and #4 for Tier 1 Capital in Switzerland in The Banker Top 1000 - Ranking 2024. These prestigious rankings highlight our capital strength and core financial stability, solidifying our leadership in the industry. Soundness measures our capital strength against assets, while Tier 1 Capital highlights our core financial stability. #Banking #Finance #TheBanker #CapitalManagement
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