Markus Waeber

Today‘s CHF rate cut by the Schweizerische Nationalbank will likely push (nominal) house prices further in Switzerland. But why have house prices been surging irrespective of the rate environment in some markets? The Economist has published an interesting article on the „indestructible“ asset. #realestate #housing #propertymarkets

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Our own Mark Zuend, Head of Private Equity, spoke with FOKUS, the business magazine of Swiss newspaper Tages-Anzeiger, about why private equity can be an innovative alternative to traditional investment strategies. He discussed the exciting trends he is currently seeing in the market, as well as some of the challenges that private equity is facing. Follow the link and read the full article (in German) below! https://lnkd.in/e2sWvpZR #privateequity #alternatives #PEtrends

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Private markets remain muted in Q3, but recent interest rate cuts could prove a tailwind 05.11.2024 - Investoren Plattform News: Real Estate The latest Preqin Quarterly Updates show challenging fundraising and deal-making conditions for fund managers across most asset classes and regions. But interest rate cuts around the world could provide a tailwind in the final quarter of 2024. und mehr als 9.700 weitere Artikel finden Sie unter: https://lnkd.in/eKPzZdy8

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I am extremely happy and proud that after months of work with a great team we now expand our product portfolio with the launch of three new funds on the major investment themes of 'Digital Economy,' 'Circular Economy,' and 'Healthy Longevity'. Thematic investments with a focus on sustainability have a tradition in asset management at Zürcher Kantonalbank. For almost 20 years, the existing thematic funds have focused on growth opportunities in the two investment themes 'Water' and 'Climate.' Swisscanto Asset Management International Zürcher Kantonalbank #sustainablefinance #digitaleconomy #circulareconomy #healthylongevity #water #climate

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100%. That’s what we’ve achieved in the 2024 GRESB Assessments in terms of 4- or 5-stars ratings for disclosed UBS Asset Management #RealEstate strategies! See our full results at https://from.ubs/6045WEZa1 #sustainability #PrivateMarkets #infrastructure #ShareUBS

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🎂 The Fisch Bond Global IG Corporates strategy can look back on a three-year track record. The asset class now appears as an attractive building block in asset allocation in view of expectations of slowing growth and falling interest rates (despite delays). Our portfolio managers Matthias Busuttil, CFA, and Oliver Reinhard, CIIA, explain in the commentary what investors should look out for. Click on the link: ⬇ https://lnkd.in/dKvSNK9J #assetallocation #corporatebonds

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Sharing his knowledge on the European real estate market, Hans Selleslagh, CFA, CMT, an expert spokesperson for Freedom24, was recently featured in Extra ETF. Extra ETF is a German-based financial platform that covers topics related to ETFs and other relevant investment products. According to Hans, with the European Central Bank set to cut rates in 2024, the market is up to recovery, offering exciting opportunities for investors 🌍 “A key trend is the increased focus on sustainability and green construction, with a growing use of energy-efficient technologies and sustainable building materials”, shares Hans. Selleslagh highlights how high mortgage rates are currently slowing down home purchases, but with rental demand surging, the real estate market still holds promise. Looking ahead, he predicts a gradual decline in mortgage rates, creating new investment avenues in both rental and homeownership markets🏢 For investors, this shift in the real estate market opens up opportunities through real estate ETFs, which provide diversification across sectors such as residential, commercial, and industrial properties. These ETFs offer exposure to a variety of real estate markets, making them an appealing option for those looking to participate in the sector's growth without directly owning property. Read more on Extra ETF 🔽 #Freedom24 #RealEstate #EuropeanMarkets #MarketInsights #RealEstateInvestment #FinanceNews

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Real estate is an asset class that holds varying opportunities for investors. However, Markus Waeber, Head of Indirect Real Estate Advisory and Intelligence, believes investors must remember the big picture: “Diversification, liquidity and risk-return parameters are important to consider." Whether you’re looking for direction in business, succession, or real estate – our experts have holistic advice that can help. ➡️ Explore the article for key tips: https://ow.ly/zwYy50TiQHU #360WealthManagement

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The Lucerne Alternative Investments Fund (LAIF) July 2024 Factsheet is now live on our website.   Our report explores the cyclical nature of big-idea investing and the consequences for investors, where initial hype and inflated expectations often lead to disappointment when performance falters.   You can read our insights and analysis at the link below: #alternatives #Alts #investments #performance

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Read this insightful interview with Robeco’s Head of Thematic Investing, Ralf Oberbannscheidt on Asset Management Association Switzerland, and find out where he sees new trends emerging that could be interesting for the coming decades.   👉  We have entered this year with a keen sense of purpose and optimism. We are encouraged by several trends which present significant growth opportunities that our thematic strategies are well-positioned to leverage.   From small cap to mega-cap, companies’ balance sheets are in much healthier shape, having spent the past 15 years repairing outstanding debt issues. This deleveraging has been possible also through positive earnings developments, disciplined mergers and acquisitions, and less exuberant managements compared to some investment periods in the past.   The M&A market is slowly reviving which means valuations of targeted companies (the sellers) are looking more attractive to buyers. We also expect to see more IPOs, given renewed appetite and liquidity in the market.   Read interview here: https://ro-be.co/2p9x9xzd   #assetmanagement #headofthemonth #thematicinvesting

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100%. That’s what we’ve achieved in the 2024 GRESB Assessments in terms of 4- or 5-stars ratings for disclosed UBS Asset Management #RealEstate strategies! See our full results at https://from.ubs/6042WRaRy #sustainability #PrivateMarkets #infrastructure #ShareUBS

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Core equity ETFs’ popularity continued in June, as flows far outpaced other categories. Year to date, core equity ETFs have gathered $64 billion. Read more: https://vgi.vg/460Immq #VanguardInsights Capital at Risk.

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Deutsche Beteiligungs AG (DBAG) completed an issue of €100m senior unsecured convertible bonds on 28 June, with proceeds to be used for co-investments alongside DBAG and ELF Capital funds, and for general corporate purposes. The bonds will bear interest at a fixed rate of 5.5% pa and mature in 2030. They are convertible into up to c 3.25m of new and/or existing DBAG shares, which is the equivalent of 17.3% of the currently outstanding number of shares. Edison Group #responsibleinvesting #sustainablegrowth #longterminvesting https://lnkd.in/diBmczMt

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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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Half-Year Reports also in English available Our three real estate funds presented their half-year results for 2024 today: 👉 Helvetica Swiss Commercial Fund (#HSCFund): Net income of CHF 12.4 million in the first half of 2024 contributes CHF 3.40 to the distribution per unit; 34,500 m2 new and re-let with an average term of five years; HSC Fund is the best-performing listed Swiss real estate fund with +21% since the beginning of 2024. 👉 Helvetica Swiss Opportunity Fund (#HSOFund): Vacancy rate reduced from 5 % to 2.3 % as at June 30, 2024; preparations for the merger with the Helvetica Swiss Commercial Fund (HSC Fund) are on track. 👉 Helvetica Swiss Living Fund (#HSLFund): debt ratio significantly reduced to 31.5 % as at the end of August 2024; EBIT margin increases from 56 % to 63 %. Further details, facts and figures can be found in the 2024 half-year reports: https://lnkd.in/egnh_Zx9 #realestate #investment #fund #halfyearresult #ipo #merger #hscfund #hsofund #hslfund #pensionfunds #assetmanagers #familyoffice #helvetica, Helvetica Property Group, Marc Giraudon, Urs Kunz, Dominik Fischer

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The Lucerne Alternative Investments Fund (LAIF) April 2024 Factsheet is now live on our website.   We discuss the slowing consumer and the impact of higher for longer inflation and interest rates, particularly on small and medium enterprises (SMEs). Importantly, we underline how the LAIF portfolio is positioned to leverage these underlying fundamentals. You can read our insights and analysis at the link below:

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We're excited to announce that the Lucerne Alternative Investments Fund (LAIF) now has a LinkedIn page! Our April 2024 factsheet is live, providing insights into our latest performance and strategic positioning in today's challenging market environment. Follow us to discover how the team navigates the "higher for longer" interest rates and the slowing consumer landscape. Stay informed and engage with our updates. #AlternativeInvestments #LAIF #MarketInsights #InvestmentStrategy #PortfolioManagement #Finance #EconomicOutlook #InvestmentPerformance

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