Swiss Life Asset Managers

🌟𝗦𝗲𝗮𝘀𝗼𝗻'𝘀 𝗴𝗿𝗲𝗲𝘁𝗶𝗻𝗴𝘀🌟  May your holiday season be filled with joy, cherished moments, and laughter! Wishing you a prosperous and peaceful New Year, with all the best for you and your loved ones in 2025.  #HappyHolidays #HappyNewYear 

Die Erhaltung der Biodiversität spielt eine entscheidende Rolle im Kampf gegen die globale Erwärmung.🌍 💡Für Anlegerinnen und Anleger, die auf Impact-Strategien setzen, ist dieses Thema heute wichtiger denn je. Erfahren Sie mehr in unserem Investrends-Beitrag über die Möglichkeiten, in Unternehmen zu investieren, die aktiv mit ihrer wirtschaftlichen Tätigkeit zur Erhaltung der biologischen Vielfalt beitragen. 👉 https://lnkd.in/eDPTTDaC 🔎 Mit unseren Anlagelösungen unterstützen wir unsere Kunden dabei, ihre langfristigen Anlageziele zu erreichen. Dies wiederum hilft ihren Kunden, damit sie ihre Zukunft finanziell selbstbestimmt planen können.  #AssetManagement #Responsibleinvesting

𝗜𝗻 𝘁𝗵𝗲 𝗹𝗼𝗴𝗶𝘀𝘁𝗶𝗰𝘀 𝗮𝗻𝗱 𝗹𝗶𝗴𝗵𝘁 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗮𝗹 𝘀𝗲𝗰𝘁𝗼𝗿, 𝘁𝗿𝗲𝗻𝗱𝘀 𝗮𝗿𝗲 𝗰𝗼𝗻𝘀𝘁𝗮𝗻𝘁𝗹𝘆 𝗰𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝗼𝗿 𝗲𝘃𝗼𝗹𝘃𝗶𝗻𝗴.🚆 These trends include interconnectivity and the growing demands of urbanisation. In addition, light industrial properties continue to gain in importance due to its space and cost flexibility. Global supply chains are being realigned and the need for environmentally friendly logistics solutions for the "last mile" is increasing, especially in connection with the transition to sustainable mobility. 💡Learn more about these trends in the logistics and light industrial sector from our expert Björn Marten Pfeiffer, CESGA: 👉 https://lnkd.in/e6BrgV7g #Logistics #IndustrialRealEstate #AssetManagement 🔍 With our investment solutions, we support our clients in achieving their long-term investment objectives, which in turn also take account of their client’s needs so they can plan their future in a financially self-determined manner. 

Early December, we launched our 2024 𝘁𝗮𝗹𝗲𝗻𝘁 𝗶𝗻𝗶𝘁𝗶𝗮𝘁𝗶𝘃𝗲 “𝗔𝗠𝗯𝗶𝘁𝗶𝗼𝘂𝘀” in Paris! 🎯 “AMbitious” is a division-wide initiative by Swiss Life Asset Managers, offering talents with a unique opportunity to prepare for the next steps in their careers. This programme is about more than just professional growth; it focuses on personal development, becoming culture ambassadors, and collaborating to lead with purpose. In the first of three modules, focused on “𝘁𝗿𝘂𝘀𝘁 𝗮𝗻𝗱 𝗰𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻”, 21 motivated employees from various countries came together to connect, share aspirations, and lay the foundation for impactful teamwork. 💡 By investing in these skills, we are not only preparing employees for their future roles but also fostering a culture of collaboration and trust. This initiative is crucial for driving innovation, enhancing performance, and building a stronger, more resilient organisation. Here’s to six months of learning, leading, and growing — together! #AMbitious #TalentProgram #Leadership 

📖 𝘖𝘶𝘳 𝘈𝘯𝘯𝘶𝘢𝘭 𝘖𝘶𝘵𝘭𝘰𝘰𝘬 2025 𝘗𝘦𝘳𝘴𝘱𝘦𝘤𝘵𝘪𝘷𝘦𝘴 𝘢𝘳𝘦 𝘰𝘶𝘵!  👉 https://lnkd.in/dERSh28z 🔹 Switzerland is moving towards zero inflation again 🔹 The widening productivity gap explains why the US is outpacing the eurozone economically 🔹 The growth risks for China’s economy are shifting from the real estate crisis to trade tariffs. We are revising our growth forecast downwards Here are the highlights for Economics, Financial Markets and Emerging Markets – put together by our experts Marc Brütsch, Damian Künzi, CFA, Josipa Markovic, Florence Hartmann, Rita Fleer, CFA, Andreas Homberger, Sven Kreitmair, CFA and Jose Antonio Blanco:    𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀:  Since 2017, the US has outpaced Europe in productivity due to factors like a booming IT sector, higher digital investment, and a flexible labour market. The gap in manufacturing grew after 2022, largely due to Europe's energy crisis. As these structural trends are likely to continue, we expect the European economies to continue to lag behind the US in terms of economic growth in 2025 too. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝘀:  As a result of the US elections, expectations for US real GDP growth and inflation in 2025 have increased, but they remain somewhat lower than for 2024, consistent with a “soft landing” scenario. Market expectations for the number of rate cuts in 2025 declined after the US election, from 5 to 3. In 2025, we expect 4 rate cuts by 25 bps each. Easier monetary and fiscal policy as well as decent company earnings growth speak in favour of another good year for global equities.    𝗘𝗺𝗲𝗿𝗴𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁𝘀:  Emerging markets are affected to varying degrees by possible trade tariffs. Should Donald Trump not introduce any widespread tariffs for all the USA’s trading partners as originally announced, but take the actual trade relations into consideration on a country-by-country basis, Latin America will have little cause for worry concerning direct trade tensions with the USA as the latter has a trade surplus with many countries in this region, the exception here being Mexico.    🔎 Follow our Perspectives to receive our monthly assessments of economic and financial market trends so you can gauge developments in a financially self-determined manner.    #GlobalEconomy #Economics #FinancialMarkets #EmergingMarkets 

📢 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗡𝗲𝘄𝘀: We’re excited to share that Swiss Life Asset Managers, on behalf of one of its funds, has agreed to acquire a stake in Itínere Infraestructuras, one of Spain’s leading toll-road operators, from APG. For the fund, this marks a major milestone and reinforces our commitment to investing in high-quality infrastructure assets that provide stable, long-term returns. This investment supports essential transportation infrastructure and reflects our confidence in the Spanish market and our dedication to fostering sustainable growth.     💡 By focusing on core infrastructure, we continue to build a diversified portfolio that delivers value for both investors and communities.    Read more in our investment news: 👉 https://lnkd.in/em6ZwniX   #Infrastructure #TransportInfrastructure

Stefan Mächler, 𝗚𝗿𝗼𝘂𝗽 𝗖𝗜𝗢 𝗦𝘄𝗶𝘀𝘀 𝗟𝗶𝗳𝗲, 𝗲𝗻 𝗶𝗻𝘁𝗲𝗿𝘃𝗶𝗲𝘄 𝗮𝘃𝗲𝗰 𝗔𝗹𝗹𝗻𝗲𝘄𝘀 : bilan des dix dernières années et focus sur : 💡 un aperçu de la stratégie de toutes les classes d'actifs et de notre focalisation sur la croissance organique ; 💡 la structure actuelle des placements de capitaux ; 💡 son opinion sur les marchés actions, les placements obligataires et le potentiel futur en matière d'immobilier et d’infrastructures. « Je pense que nous avons effectivement quelques points forts qui nous distinguent. Une force est d’aligner nos propres intérêt sur ceux de nos clients, d’appliquer les propositions d’investissement que nous faisons à nos clients à nos placements de capitaux pour le compte des assurés. Une autre est de pouvoir fournir aux clients de Swiss Life Asset Managers un accès unique à des opportunités d’investissement, aussi bien des transactions à large échelle dans l’immobilier et les infrastructures que des spécialités ou niches intéressantes. Nous voulons actionner davantage le levier de notre plateforme immobilière pour une croissance durable. » Pour en savoir plus, lisez l'article sur Allnews.ch, La finance suisse dans l'e-media : 👉  https://lnkd.in/e-5xu9EU   🔎 Avec nos solutions de placement en actifs réels, nous aidons nos clients à atteindre leurs objectifs de placement à long terme. Cela permet leurs clientèle à planifier à long terme et construire son indépendance financière pour vivre selon ses propres choix. Swiss Life Asset Managers Deutschland, Swiss Life Asset Managers France, Swiss Life Asset Managers UK , Swiss Life Asset Managers Nordic, BEOS AG, BEREM Property Management GmbH, WILFAST #AssetManagement #Interview #Investissement 

𝗛𝗼𝘄 𝗮𝗿𝗲 𝘆𝗼𝘂 𝗶𝗻𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗶𝗻𝗴 𝘀𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝗻𝘁𝗼 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵? 🌍 As global infrastructure needs evolve, investing in asset-heavy sectors like renewable energy, utilities, and digital infrastructure is critical to future-proofing our world. By focusing on sustainable, long-term value creation, institutional investors can drive both impact and financial returns.  📈 The continued growth in the infrastructure market is a testament to the importance of responsible investment strategies, aligning with global ESG goals.  Would you like to explore new infrastructure investment opportunities? Learn more: 👉 https://lnkd.in/gQbfBmyY #ResponsibleInvesting #Infrastructure #AssetManagement  

💬 «Kostengünstige Indexlösungen gehören heute in ein ausgewogenes Portfolio.» Im Gespräch mit finews.ch spricht Stephan Elmenhorst, Leiter Index Solutions bei Swiss Life Asset Managers, über die Strategie der im Frühjahr 2024 lancierten Indexfonds. Unser Experte verrät unter anderem, wie sein Team erfahrener Portfoliomanager dafür sorgt, dass institutionelle Investoren in der Schweiz einen signifikanten Mehrwert bei minimalem Tracking Error gegenüber der gewählten Benchmark erzielen. Anfang Jahr ist das Team mit vier Fonds auf den SPI, das Bluechipbarometer SPI 20, den SPI Extra und den breiten Obligationenindex SBI gestartet. Heute verwaltet es bereits über 2 Milliarden Franken in 17 Fonds – und das Wachstum hält an. «Wir haben derzeit Zusagen über insgesamt rund 10 Milliarden Franken, aber die Übertragung von Portfolios braucht Zeit.» 👉 Lesen Sie das ganze Interview: https://lnkd.in/eccFF_Eh finews.ch: Top-Meldungen #IndexSolutions #Interview 

Les placements indexés ouvrent de nombreux horizons aux investisseurs et investisseuses car il est ainsi possible de constituer un portefeuille bien diversifié de manière simple à l’aide d’un seul investissement. 📈💡 Swiss Life Asset Managers étend en permanence sa gamme de produits dans les affaires pour compte de tiers afin de couvrir de manière optimale les besoins de la clientèle, qu’il s’agisse de stratégies de placement actives, indexées ou d’une combinaison des deux. Plus d'informations à ce sujet dans l'article de notre expert Drazenko Lakic sur Allnews: 👉 https://lnkd.in/eXEtH2a7 🔎 Avec nos solutions de placement pour des rendements stables et durables, nous aidons nos clients et clientes à atteindre leurs objectifs de placement à long terme. Cela aide à leur tour leurs clients et clientes à planifier leur avenir financier en toute liberté de choix.   #IndexSolutions #Investments #AssetManagement