High expectations for the fiscal program in #China China’s clear shift towards policy easing was welcomed by the market. Still, the measures announced so far are not going to turn around the economic cycle or stop the correction in the housing market. What may change the dynamics of the Chinese economy? In the #euro area, we stick to our long-held view that the economy cannot fully recover if monetary policy remains as restrictive as it still is. Will the #ECB continue to lower rates this year and further lower rates in 2025? Finally, our experts examine the likelihood of further widespread layoffs in the US in this week's #CrossAssetWeekly. Read more in the full publication: https://lnkd.in/eYrcuPs4
About us
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
External link for J. Safra Sarasin
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Basel, BS
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- Privately Held
- Specialties
- Private Banking, Asset Management, Institutional investors, External asset managers, Investment foundation, Investment funds, Pension products, Financial engineering, Structured products, Islamic Wealth Management, Trading & Treasury, and Sustainable investments
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Employees at J. Safra Sarasin
Updates
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A soft landing has become more likely The Fed’s rate cut, along with the combination of Chinese stimulus and lower #oil prices, is creating a more benign backdrop for risk assets and commodities. The higher likelihood of a soft landing supports a shift from ‘growth’ to ‘value’, while #commodities appear undervalued versus #equities. Is it time to refocus on industrials? Read more in the latest Market Review & Outlook by Claudio N Wewel: https://lnkd.in/etdZxYAk
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Return of the supercycle Traditional financial assets are becoming more correlated, reducing #diversification opportunities. And while policymakers are transforming the global #energy system at a pace the world has never seen before, #commodities emerge as an asset class that could benefit investors from many angles. Our latest Investment Spotlight publication focuses on secular trends that are shaping commodity prices through 2035. Curious about commodities but looking for the right approach? Read more in the full publication: https://lnkd.in/eB4U4Pdw #InvestmentSpotlight George Cotton Benoît HARGER Jingchao Z.
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Fed easing provides room for China stimulus The message is clear: #China will do what is required to steer GDP growth toward the 5% objective. Even after this week's knee-jerk rally, we believe that these efforts should not be undervalued, since short-term risks for Chinese #equities are tilted to the upside. We reaffirm the tactical preference we had started in early September for global cyclicals. Who will benefit the most from China’s strong growth? Our latest #CrossAssetWeekly provides also insights on the next #SNB rate cuts and the likely further steepening of the US yield curve. Read more in the full publication: https://lnkd.in/eV4tWCQM
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The Fed has started with a bang The US central bank has slashed #rates for the first time in more than four years with a bigger-than-expected cut, without fuelling additional #easing expectations. Meanwhile, the Swiss National Bank (SNB) is likely to follow suit with a 25 bps cut next week. We expect two more cuts from the SNB in December 2024 and March 2025 as inflation is falling faster than expected, and the sluggish economy will likely lead to higher unemployment. Read our latest #CrossAssetWeekly for more insights about the Fed and the SNB, the expected path for gold as well as our more cautious view on US large-cap banks: https://lnkd.in/dp3qkit9
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As our planet tries to wean itself from its dependence on #carbon, the demand for energy remains relentless. This will have major consequences for traditional #energy sources as well as minerals, metals and agricultural commodities. What is your take ? Cast your vote below and join the conversation. #assetmanagement #future #growth
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Falling interest rates As central banks embark on a new rate-cutting cycle, we continue to expect global economic growth to slow and volatility to rise. Our defensive strategy has proven effective, but how do we position portfolios for the coming months? High-quality #bonds and selective #equities could offer interesting opportunities. Watch the video from our Chief Investment Officer, Philipp Bärtschi, to find out how we are navigating evolving market conditions: https://lnkd.in/d74tujkr #CIOInsights #assetallocation #sustainableassetmanagement
CIO Insights video: September 2024
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Who gains and who loses once the Fed starts cutting? In light of the first Fed rate cut looming next week, equity strategist Wolf von Rotberg examines in the latest #CrossAssetWeekly how the market has responded to the first cut in past cycles. Unsurprisingly, performance in cycles where a recession followed the initial rate cut was significantly different from cycles in which no recession followed. Which assets did well in both scenarios and how to position after the first rate cut? Read more insights on the Fed's strategy, the latest ECB meeting, and the euro's near-term outlook in the full publication: https://lnkd.in/dKDVd4Km
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This summer, we explored how #agroforestry, waste management, alternative proteins and #stewardship are reshaping the future of our food system. As the season comes to a close, we have collated our insights into a comprehensive booklet – a must-read resource for those interested in the #agriculture sector and its #sustainability implications for long-term value creation. Missed our summer series? Download the full report here: https://lnkd.in/e_WYGupW
Smarter and greener: the future of agriculture series
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Is globalisation coming to an end? Geo-economic fragmentation refers to a global trend where countries prioritize national security and geopolitical alignment over economic and efficiency advantages in #policymaking. In our most recent video, Mali Chivakul, our Emerging Markets Economist, explains how this affects global trade, investment flow patterns, the stance of developed markets, and the role of the US #dollar. Huseyin Turan, CFA, CAIA, Portfolio Manager of the Tech Disruptors strategy, discusses fragmentation in the IT sector. Watch the video and stay tuned for our next #GlobalView publication, which will offer a more in-depth look at this subject: https://lnkd.in/eCGRHqBZ
Global View Preview video: Towards a more fragmented world
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