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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: 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.

               

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Market implications of the US election

16th October 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...

GlobalView

Global View Q4 2020 Outlook

1st September 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...
   

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Market Views: Economic & market perspectives for H2 2020

18th June 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.
  

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

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...

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

            
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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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
              

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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
              

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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
              

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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
              

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Active ownership - 2019

10th June 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

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...
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Heading to Paris: net zero emissions by 2050

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...
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Lessons from the Corona crisis

30th March 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

3rd January 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

3rd July 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

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.
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Active Ownership is making an impact

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.
Read More

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

   

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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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
              

Investment Update: All China Equities

  • We estimate that China’s economy will rebound strongly in the months ahead, and will grow by about 2% in 2020.
  • We believe that COVID-19 is accelerating existing trends in the Chinese economy, such as e-commerce and the increase in the importance of domestic consumption.

All China Insight

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.

Tech Cover

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

Cover Water

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

Consumer Cover

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
Cover Telehealth

  

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.

Investors Update

  

Future 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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