J. Safra Sarasin’s Post

♻[#SustainableFixedIncome] Why does an unconstrained fixed income approach make sense in today's environment? Amundi's Head of Investment Specialist, Asia, Pierre Friry explain where sources of income can be derived from in today's environement. ⬇

The Australian Investment Council recently released their performance benchmarks as at Q4 2023. In the ever-evolving landscape of investment opportunities, the private sector continues to demonstrate its attractiveness, outperforming traditional public market indexes in various time frames. The data highlights a compelling case for the Australian PE/VC asset class, offering solid returns, diversification, and mitigation against the volatile nature of public markets. Get in touch with us to discover how Greenwich can provide access to the private market. 🔗Report: https://rb.gy/kyxr0l #privatemarkets #portfolio #investing

Read the Nordic Capital Markets Special Reports for insightful roundtable discussions on the future of Iceland's capital markets and economy – a group of bankers in Reykjavik discussed key themes including inflation, the banking industry, green energy, and the impact of recent volcanic activity. "𝘞𝘦 𝘢𝘳𝘦 𝘴𝘦𝘦𝘪𝘯𝘨 𝘥𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘵 𝘮𝘦𝘢𝘴𝘶𝘳𝘦𝘮𝘦𝘯𝘵𝘴 𝘰𝘧 𝘪𝘯𝘧𝘭𝘢𝘵𝘪𝘰𝘯 𝘵𝘳𝘪𝘤𝘬𝘭𝘪𝘯𝘨 𝘥𝘰𝘸𝘯. 𝘛𝘩𝘢𝘵 𝘴𝘢𝘪𝘥, 𝘢𝘴 𝘸𝘦’𝘳𝘦 𝘴𝘦𝘦𝘪𝘯𝘨 𝘪𝘯 𝘮𝘢𝘯𝘺 𝘰𝘵𝘩𝘦𝘳 𝘤𝘰𝘶𝘯𝘵𝘳𝘪𝘦𝘴, 𝘪𝘯𝘧𝘭𝘢𝘵𝘪𝘰𝘯 𝘵𝘦𝘯𝘥𝘴 𝘵𝘰 𝘣𝘦 𝘮𝘰𝘳𝘦 𝘴𝘵𝘪𝘤𝘬𝘺 𝘵𝘩𝘢𝘯 𝘢𝘯𝘺𝘰𝘯𝘦 𝘸𝘢𝘯𝘵𝘴." - 𝘍𝘳𝘪𝘦𝘥𝘳𝘪𝘤𝘩 𝘓𝘶𝘪𝘵𝘩𝘭𝘦𝘯, 𝘋𝘡 𝘉𝘢𝘯𝘬 𝗪𝗵𝗮𝘁'𝘀 𝗶𝗻𝘀𝗶𝗱𝗲: ◾ Nordics: Macroeconomic overview ◾Icelandic banking roundtable ◾Iceland in the international capital markets ◾Iceland: Banking regulation and its impact ◾Nordic leaders in bank ESG roundtable ◾Nordics: ESG pioneers ◾Nordics: Primary Market Monitor 𝗔 𝘀𝗽𝗲𝗰𝗶𝗮𝗹 𝘁𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝘁𝗼 𝗼𝘂𝗿 𝗿𝗼𝘂𝗻𝗱𝘁𝗮𝗯𝗹𝗲 𝗽𝗮𝗿𝘁𝗶𝗰𝗶𝗽𝗮𝗻𝘁𝘀: Hreiðar Bjarnason, chief financial officer, Landsbankinn Ólafur Hrafn Höskuldsson, chief financial officer, Arion banki Jens Hellerup, senior director, head of funding and investor relations, Nordic Investment Bank Ellert Hlodversson, chief financial officer, Íslandsbanki Friedrich Luithlen, head of debt capital markets and syndication, DZ BANK AG Moderator: Toby Fildes, managing director, GlobalCapital Frank Jackman, covered bond editor, GlobalCapital   This Special Report is brought to you in partnership with Arion banki  DZ BANK AG  Íslandsbanki  Landsbankinn  Nordic Investment Bank #capitalmarkets #Iceland #banking #ESG

This session on global investment and capital flow to Australia discussed the exponential changes in investor attitudes to environmental, social, and governance over the last five years. The panel of Alex Crossing and Ruban Kaneshamoorthy - moderated by Claire Sandig - shared insights on asset classes and the current macro and micro trends, differences between Australia and other global markets, and answeee key questions relating to debt and equity structuring. #ULIAustralia #ULIAustraliaConference #GlobalFutures

The world is entering a new economic phase and investors need to adapt their strategies accordingly. How should you navigate this changing landscape and identify the optimal asset-class mix? Join abrdn’s Irene Goh CFA, CAIA, FRM, Head of Multi Asset Investment Solutions Asia Pacific and Head of Hong Kong, Adam McCabe, Head of Fixed Income - Asia Pacific, Flavia Cheong, Head of Equities - Asia Pacific, and Ted Roy, Head of Investments and Capital – Real Estate APAC, for a lively debate on the opportunities in both emerging and developed markets against a backdrop of rising volatility. Find out more about our APAC investment forum here: https://ow.ly/6se350QFtam Investment involves risk. For wholesale/institutional investors only. #AIF2024

📊 Our VCM Investment Attractiveness Index for 2024 is out now! This year the rankings paint a picture of shifting market dynamics in response to evolving legislation and countries' preparedness for Article 6 of the Paris Agreement. The Index ranks countries according to their current voluntary carbon market conditions and their potential to play a significant role in the future of carbon markets. It was designed to provide capital allocation risk insights to investors, aid governments in setting carbon market-friendly policies and allow carbon credit buyers to better understand the political landscape behind the credits they are sourcing. Explore the results, and find out why Colombia came in first place this year! https://lnkd.in/eNUjSsMw #CarbonMarkets #VCM #VoluntaryCarbonMarket #Investment #Risk #ClimateChange #EmissionsReduction #ClimateAction #Sustainability #Finance #Biodiversity

Discover where the biggest opportunities lie for higher returns in 2024 and unravel the impact of green and social bonds on environmental challenges. Explore how inflationary pressures and rising interest rates are reshaping investment strategies with Lauri Vaittinen in our Panel Discussion: Credit and Fixed Income: "Reassessing the Asset Class and the Sustainability Drift" Register now ➡️ https://lnkd.in/gqAYAVyP #marketsgroupEUR Mandatum Asset Management Vanessa Orlarey Jane Popova Max Tattersall Clara Wolf Sherell Ghauharali Joanna B. Maxime Laurent Amanda Jiang Kirah Macleod Emilia Ojasalo Antonella Primo   #pensionfunds #institutionalinvestors #financialservices

Accredited Investors: Head of Emerging Markets Fixed Income Samy Muaddi joined us in Toronto for a discussion on the blue economy and how innovations in blue financing can play an important part in creating a protected and sustainable water economy. Learn more about how T. Rowe Price is making waves https://trowe.com/4crmZ08

Join Anton Eser, CIO at 10X Investments, who will be participating in a breakaway session at the 2024 Investment Forum. Don't miss out on this exciting opportunity to hear from one of the industry's top experts. 🗓 Details: Wednesday, March 13th, 11h50, Committee Room 5, Sandton Convention Centre in Johannesburg. Key themes: ➖ How loose fiscal and monetary policy has fuelled US exceptionalism over the last 3 decades. ➖ Can this continue and what are the implications for US equity returns? ➖ Asset allocation in the new regime – opportunities and threats. For more information, check out the Investment Forum's agenda here: https://lnkd.in/dZS_cPTr #2024InvestmentForum #MarketInsights

IMPACT ON INVESTMENT PORTFOLIOS Victor Mupunga, CFA, Head of Research at Private Clients by Old Mutual Wealth, reflects on the impact of the Budget Speech on investment portfolios across sectors, geographies and markets. He also talks to Private Clients’ investment portfolio strategy and how it is best positioned to take advantage of market movements. For more #Budget2024 commentary, click here: https://lnkd.in/dMF6YDAY   #Budget2024 #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning