Alain Barthel

Multi Asset Tactical View - July 2024 Views in brief: Political turmoil in Europe – brace for market impact or smooth sailing? By Gregor M.A. Hirt, Global CIO Multi Asset at Allianz Global Investors #MultiAsset For fund distributors and/or professional investors only. Investing involves risk. Past performance is not a reliable indicator of future results.

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Multi Asset Tactical View - August 2024 Views in brief: Recession fears overdone… for the moment By Gregor M.A. Hirt, Global CIO Multi Asset at Allianz Global Investors #MultiAsset For fund distributors and/or professional investors only. Investing involves risk. Past performance is not a reliable indicator of future results.

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Multi Asset Tactical View - August 2024 Views in brief: Recession fears overdone… for the moment By Gregor M.A. Hirt, Global CIO Multi Asset at Allianz Global Investors #MultiAsset For fund distributors and/or professional investors only. Investing involves risk. Past performance is not a reliable indicator of future results.

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What do gatekeepers for some of the world’s largest financial firms think about current conditions and how are they investing in response? Read our Gatekeeper Pulse report for answers from 210, billion-dollar decision-makers in Europe and Asia.

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The results of the study reinforce that companies with employees in Switzerland should actively and regularly review their pension fund arrangements to ensure they are getting competitive rates and appropriate services for their employees’ needs. Long-time loyal customers often miss out on reduced risk premiums unless they take the initiative to renegotiate terms. Existing affiliation contracts are often renewed with unchanged conditions for years. https://lnkd.in/g3SaQDHb #employeebenefits #insurancebroker #switzerland

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Pictet Asset Management: Among Global Top 10 for Responsible Investment   We are thrilled to announce that Pictet Asset Management has secured a coveted position in the global Top 10 of the "Responsible Investment Brand Index." This index evaluates 600 asset managers worldwide for their dedication to responsible investing. Pictet is proud to be recognised for the commitment to making a positive impact through responsible investment practices. Read more here: https://lnkd.in/epDFS36y #PictetAssetManagement #GlobalTop10 #ResponsibleInvesting

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Join us for the Mercer Alternative Investments Conference on November 21 in Zurich. This exclusive event brings together CIOs, CEOs and portfolio managers from the world's leading asset owners and banks. The panels will focus on actionable macroeconomic insights and offer interactive roundtables on building institutional private market programs across four different asset classes. Register now to secure your place: https://lnkd.in/e47ZpnZf [For professional investors only] #investing #AlternativeInvestment #PrivateMarkets

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Multi Asset Tactical View - June 2024 Views in brief: Sell in May – or stay around? By Gregor M.A. Hirt, Global CIO Multi Asset at Allianz Global Investors #MultiAsset For fund distributors and/or professional investors only. Investing involves risk. Past performance is not a reliable indicator of future results. *** DIRECT ACCESS TO THE DOCUMENT (pdf) ***

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Continental Shift: with global equity indices now dominated by US stocks, and the US market heavily skewed towards IT megacaps, GAM Investments' Niall Gallagher believes that European equities could play an important role as portfolio diversifiers. Read the article here: https://ow.ly/ECLP30sHGAu #GAMEuropeanEquities #Investing #EuropeanEquities #Diversification #USequities Marketing Communication | Capital at Risk

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In these uncertain economic times, marked by Health crisis, geopolitical tensions, and rising inflation, investing might seem daunting. But what if there was a secure way to grow your savings? 🏡 Our latest blog post reveals why Swiss real estate remains a steadfast option for investors seeking stability 👇 𝐄𝐍 : https://hubs.ly/Q02tBqJL0 𝐅𝐑 : https://hubs.ly/Q02tBqC90 𝐃𝐄 : https://hubs.ly/Q02tBxLy0 #RealEstateInvestment hashtag#SwissRealEstate hashtag#Inflation hashtag#Crisis

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Engagement with companies is a key part of our value add for clients. Based on impact and materiality, our three long term themes are water stress, climate change and social & financial inclusion: For Professional Investors only.

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Expand Your Opportunity Set: Global Quality Mid-Caps The quality mid-cap investment universe is rich with possibilities, offering the potential for portfolio diversification. ➡️ Join Baris Pinar, Head of Global Excellence Equities at Julius Baer, as he shares more about untapped opportunities in the quality mid-cap space in this video. #MarketInsights

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Built upon our core pillars of fiduciary duty, intergenerational responsibility and active stewardship, sustainability is embedded in our current strategy programme “Swiss Life 2024”. The sustainability components of the programme standardise our approach of integrating ESG factors into our responsible investment processes.     We remain committed to realising suitable investment opportunities for our clients while contributing to a sustainable economy.     Learn more in our Responsible Investment Report 2023: https://lnkd.in/emcY8PnK #ResponsibleInvesting #sustainability

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Built upon our core pillars of fiduciary duty, intergenerational responsibility and active stewardship, sustainability is embedded in our current strategy programme “Swiss Life 2024”. The sustainability components of the programme standardise our approach of integrating ESG factors into our responsible investment processes.   🌱 We remain committed to realising suitable investment opportunities for our clients while contributing to a sustainable economy.   Learn more in our Responsible Investment Report 2023: https://lnkd.in/emcY8PnK #ResponsibleInvesting #Sustainability

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👉 Get our Structured Products Market Report now: https://six.swiss/35AQ6fd 📈 In a nutshell: in May 2024, SIX Swiss Exchange scored a trading turnover in Structured Products of CHF 693 million through 36,220 transactions, decreasing by 18.74% compared against previous month. 🚀 The number of tradable Structured Products on SIX Swiss Exchange increased by 3.88% compared to previous month and reached a total of 63,053. Overall, 9,455 products were newly listed in the last month. 💡 Are you getting all the infos you need? Subscribe to this and other reports from SIX Swiss Exchange: https://six.swiss/2TF5gz2 #B1Gnumbers #SIX #sixswissexchange #StructuredProducts #Trading #Investing Sébastien Neukom

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Behind the scenes…. Just finished our capital market outlook videos for 2025. Many thanks to the teams involved. Full version coming soon - stay tuned! #stayinvested #CIO #DWS

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👉 Getting started with Stewardship: Deep-dive on Governance & Stewardship Policies 👈 The Asset Management Association Switzerland (AMAS) and the Principles for Responsible Investment (PRI) are delighted to invite to the second roundtable on Stewardship. Join us for insightful roundtable discussions as asset managers or asset owners to engage in concrete insights on how to get started with stewardship! https://lnkd.in/eCcrSEZF

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Fixed Income Forward: June 2024: New hierarchy emerges in bond risk premiums Much has happened in fixed income since the start of the year. But greater differentiation in bond markets has been slow in coming. Only now do we begin to see serious signs of a new hierarchy in risk premiums emerging. By Franck Dixmier, Global CIO Fixed Income and Georgios Georgiou, Global Head Product Specialists Fixed Income at Allianz Global Investors. #FixedIncomeForward #FixedIncome #Bonds #NavigatingRates

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