ECB cuts as expected, but is an oil shock on the horizon? As expected, the #ECB cut its deposit rate by 25bp to 3.25%, and, in our view, it is likely too slow with its pace of rate cuts. There’s an elevated downside risk for future #inflation, while investment growth is clearly too timid. We expect further cuts over the next five policy meetings and the policy rate to reach 2.0% in June 2025. Earlier this month, rapidly escalating tensions in the Middle East pushed oil prices up by more than 10%. Could the conflict cause the #oil prices to soar or even cause central banks to raise rates once again? Find more on this and the strengthening US dollar in the latest #CrossAssetWeekly: https://lnkd.in/eE-_b_nQ
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Die internationale, der Nachhaltigkeit verpflichtete Bankengruppe ist an mehr als 25 Standorten in Europa, Asien, dem Mittleren Osten und Lateinamerika vertreten. Die J. Safra Sarasin Gruppe steht weltweit für ihre Private-Banking- und Wealth-Management-Tradition, hohe Sicherheit und für ihr gut geführtes konservatives Wachstum im besten Sinne ihrer Kunden. Die Bank J. Safra Sarasin AG ist eine führende, nachhaltige Privatbank, die sämtliche Vorzüge des Schweizer Finanzplatzes mit dynamischen und personalisierten Beratungsleistungen verbindet und sich auf Anlagechancen an den internationalen Finanzmärkten konzentriert. Mit hoher Qualität und Kompetenz betreut die Bank als Anlageberaterin und Vermögensverwalterin private und institutionelle Kunden. Finanzielle Stärke, exzellenter Kundenservice und herausragende Qualität sind die Kernelemente ihrer Philosophie. Für J. Safra Sarasin stellen Mitarbeitende das wertvollste Kapital dar. Sie sind für den heutigen und zukünftigen Erfolg der Bank wesentlich. Ihre fachlichen Kompetenzen und Qualifikationen sowie sozialen Fähigkeiten werden von Kunden, Management und Geschäftspartnern der Bank wertgeschätzt. Der Erfolg von J. Safra Sarasin ist somit von der Begeisterung und dem Engagement von jedem ihrer Mitarbeitenden weltweit abhängig. J. Safra Sarasin ist besonders daran interessiert, sicherzustellen, dass sie in einer fairen Art und Weise als gleichberechtigte Partner behandelt werden. Bei J. Safra Sarasin sind sich die Mitarbeitenden ihrer unternehmerischen Verantwortung sehr bewusst.
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The green #metals rush is here. The green transition is pushing up demand for metals needed to make batteries, windmills, electric vehicles and other high-tech products for a decarbonised world. This is good news for the #mining and metals industries. But how can #ESG-minded investors invest in this theme? Daniel Lurch, Lena Jacquelin and Joran Mambir, CFA share the key questions to ask when investing in strategic materials. Read their insights in our latest article: https://lnkd.in/eN7mVYSM
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At J. Safra Sarasin Asset Management, we understand that the resources of the future are the key to sustainable progress. We are committed to focusing on best practices, fostering a circular economy, and actively engaging with companies driving the green transition. Explore the resources of the future with us: https://lnkd.in/eMwGy3_8 #Assetmanagement #Futureresources
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We did it! On August 28,2024, nine colleagues from Bank J. Safra Sarasin Geneva swam 10 km from Geneva to Mies as part of the Swim4hope challenge, supporting the Léman Hope Foundation and young cancer survivors. It wasn’t a race, but a great team effort. We’re proud to have topped the fundraising leaderboard! Thank you to everyone who supported us. We hope to see even more JSS teams next year! Inge Appermont, Romain Ripoll, Florent Sidler, Roland McComish, Samy Surur, Jean-Jacques Barrow, Michael Guironnet, Emmanuel Simons, Nuno Dos Santos, Jean-Yves Gautheron and Jeremy Perez #donation #cancerawareness #Swim4hope #Lemanhope #teamwork #charity https://lnkd.in/eE7_mJgj
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Bank J. Safra Sarasin served as joint lead manager on a CHF 100 million 40-year maturity bond issued by the city of Lausanne executed on October 10, 2024. Listed on the SIX Swiss Exchange, the bond is anticipated to be eligible as High-Quality Liquid Assets (HQLA) to the SNB repo basket. This bond issuance reflects the city’s strong financial position and commitment to fiscal responsibility under Swiss Law. #Bond #Lausanne #Finance
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The US economy outperforming expectations again? Recent #US and #China macro developments remain broadly positive, despite rising oil prices driven by Middle East tensions. We have raised our US growth forecasts and expect two more Fed rate cuts this year. Meanwhile, in #Europe we observe fading economic dynamics, a reflection of too-weak demand. Will the ECB and the SNB cut rates more than previously anticipated? Read more in this week's #CrossAssetWeekly, where our experts examine the major economies in more detail: https://lnkd.in/ecgwfvpi
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Is it time to consider #commodities for your portfolio ? Commodities offer valuable #diversification benefits, particularly in times of uncertainty, with inflation easing and geopolitical risks remaining high. But not all commodities perform the same. From #energy to #agriculture, understanding structural and seasonal dynamics is key to unlocking their full potential. As global markets evolve, portfolio managers George Cotton and Benoît HARGER, alongside investment specialist Jingchao Z., share their top five questions to help you make informed decisions. Discover how to stay ahead in our latest insight: https://lnkd.in/eGmHmQNb #assetmanagement
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Deglobalisation and its consequences Where are we now, after 150 years of ups and downs of #globalisation? The most recent edition of #GlobalView examines the discernible trend of fragmentation in various areas, including international #trade and financial flows, the US dollar's declining influence, and the global competition to secure robust #semiconductor supply chains. What are the opportunities for investors? Read more insights from our other experts in the full publication: https://lnkd.in/eTdUXs3s Mali Chivakul; Raphaël Olszyna-Marzys; Huseyin Turan, CFA, CAIA; Claudio N Wewel; Thomas Bollinger; Frederic Fayolle; Andreas Nigg, CFA; Aram Compton; Edoardo Vignotto
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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
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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