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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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A perferct storm for the US housing market

2nd December 2022    Since the pandemic started, US house prices have risen rapidly into “exuberant territory”.

  

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CIO Insights Video – October 2022

12th October 2022   Watch the latest video from our CIO Philipp Bärtschi to learn more about his views on inflation and our current positioning.

  

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Central Banks in an Interest Rate Frenzy

6th October 2022   Central banks remain in the spotlight with substantial interest rate hikes in September.

  

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Global View 4th Quarter 2022

21st September 2022   In this issue of the Global View, we present our long-term outlook for the global economy and our return expectations for various financial assets.

  

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Market Views Video: Outlook H2 2022

24th June 2022   Watch the latest video with our Chief Economist, Karsten Junius, PhD, to learn more about our latest economic views.

  

  

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

            
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Capturing Sustainability Preferences under MiFID II

2nd November 2022   The sustainability preferences of clients must be considered when providing investment advice. However, with limited data availability and no methodology defined in the regulation, further regulatory guidance is needed to ensure a consistent market approach. Read more

  

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Embracing SFDR with Sustainable Investments

29th September 2022   The Sustainable Finance Disclosure Regulation (SFDR) aims to increase transparency through improved disclosures, classifying the sustainability ambitions of investment funds, and defining sustainable investments. Read more
  
 
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Standardisation of Sustainable Investments

15th September 2022   EU regulation is taking shape - with some questions to be resolved. Read more

  

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Swiss Climate Scores for Transparency in Financial Investments

23rd of August   The aim of the scores is to provide institutional and private investors in Switzerland transparent information on how financial investments are compatible with international climate goals.
 
  
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Sustainability Easily Explained

July 2022   Watch our full video series. Watch videos
  
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Active Ownership Report 2021

15th July 2022   In this report, we present a detailed overview of our engagement activities for 2021, showcasing the alignment with our overall ESG approach. Read more
  
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Interview with the Sustainable Finance Manager at BLKB

14th June 2022   What is the experience and perspective of Swiss investors with European framework, SFDR? Watch the video to learn more.

  
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Interview with Miss Sabine Döbeli, CEO of Swiss Sustinable Finance

14th June 2022   How are Swiss financial institutions affected by this EU regulation? Watch the video to learn more. Watch video
  
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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
  
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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
  
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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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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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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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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
   
 
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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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Delve deeper and learn about the investment strategies that set us apart

    

Thematic Insights Tech Disruptors: Data Centres and the Energy Crisis

31st October 2022   As the volume of data generated accelerates, it is crucial for data centres to become more energy-efficient. Which companies are at the forefront of providing innovative solutions to solve this challenge? Learn more in our Insights. Read more
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Thematic Insights Future Health: Gene Therapy: From Theory to Reality

25th October 2022   Gene therapy has the potential to be a one-time treatment that targets the underlying cause of a disease and may have a curative effect, significantly improving patients’ quality of life. Learn more about this investment opportunity in our Insights. Read more
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Thematic Insights Green Planet: Offshore Wind: The Power of Installation Vessels

13th October 2022   Offshore wind will become more essential as economies transition to greener technologies, a greater number of installation vessels are needed, and fast. Learn more about this investment opportunity in our Insights. Read more

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Factor investing to navigate the economic cycle

31st August 2022   Our experts Mathilde Franscini and George Cotton explain the ins and outs of factor investing to navigate the economic cycle and cease investment opportunities.
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Investment Update: All China Equities

2nd August 2022   Chinese equities have clearly outperformed global, US and emerging market equities year to date until the the end of Q2.
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Thematic Insights Tech Disruptors: Inflation Problem? The Fix is Workplace Automation

27th July 2022   In a time of rising inflation, workflow automation software can become a powerful deflationary force. Should #investors consider this a market opportunity?
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Thematic Insights Green Planet Smart Irrigation: More Crop Per Drop

18th July 2022   Innovative technologies within the agriculture space such as smart irrigation are revolutionising the efficiency of water use. Should investors consider this a significant market opportunity?
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Thematic Insights Future Health: Transforming Organ Transplantation

11th July 2022   A revolutionary technology could solve obstacles related to organ transplantation. This innovation can extend the viability of organs by 2x, significantly increasing the success rate. Should investors see this as a market opportunity?
Read More

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FAB Five 3rd Quarter 2022 Investment Ideas

4th July 2022   Central banks all over the world are tightening their monetary policy to get a handle on inflation, global growth is declining and in some countries a recession is likely. What’s new on the horizon? Learn more about our top 5 investment ideas selected for the upcoming quarter.
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Focus on Commodities

22nd June 2022    Commodities form an important asset class in investor portfolios. Can Sustainable Investors consider them as well? Read more in our latest whitepaper and watch the video.
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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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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?

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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?

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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

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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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Strengthening the Institutional and Wholesale Distribution Business in the UK

13th June 2022   Appointment of David Miles to lead its institutional and wholesale distribution business in the UK and the appointment of John Fiddes, as Sales Director, UK Wholesale. Read more
   
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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