Rochus Appert

According to our Swiss & Global Equity experts, positive links have been drawn between superior levels of value-creation, larger market capitalisations, and stable earnings estimates. Find out about the team’s tried and tested CFROI® investment concept. https://lnkd.in/ecVHEb39

107

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

56

1 Kommentar

Responsible Investment: Two Swiss Asset Managers Among Global Top 10: In its sixth iteration, the «Responsible Investment Brand Index» assesses 600 asset managers worldwide for their dedication to responsible investing. Both UBS Asset Management and Pictet Asset Management, headquartered in Switzerland, secured positions in the coveted Top 10. #responsibleinvestment #esg

14

👉 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

13

Our Head of Markets and Surveillance Guy Weymeschkirch recently sat down with Miao L. Head of Debt Capital Markets (BIL) as part of the Luxembourg Financial Markets Association SPOT & FORWARD interview series. The discussion focused on LuxXPrime, LuxSE's retail-sized bond trading offering, its role in Luxembourg's wider trading ecosystem, and the crucial steps towards democratising trading practices for both institutional and retail investors.    👉 Watch the full video: https://lnkd.in/ebgvnttC    #LuxembourgFinancialMarketsAssociation #TradingEcosystem

103

4 Kommentare

Victor Aerni, Chief Executive Officer of Pictet Wealth Management Asia, shares insights on the evolving landscape of global supply chains and its significant economic implications. In an era marked by growing concerns over reliance on China as a primary manufacturing hub, Western companies are actively diversifying their production capacities. This strategic move not only mitigates risks but also presents new investment opportunities across Asia and beyond. For astute long-term investors, it is crucial to recognize the impact of trade tensions and the diminishing global policy coordination. The weaponization of trade and the erosion of international cooperation are expected to contribute to heightened market volatility in the foreseeable future. #PictetInsights #GlobalSupplyChains #InvestmentOpportunities

62

The #Swissfundmarket surged to a new high of CHF 1,506,776m in the first half of 2024. According to the latest report by the Asset Management Association Switzerland (Amas), #volume has grown by 10% (CHF 138,029m) since the end of 2023. The #Amas said #equitymarketreturns were the main #growthdriver, although this slowed in the second quarter of this year.  1. The #return on #equityfunds, which was calculated based on #netassetvalues, reached 14.3% in the reporting period. 2. Meanwhile, #bondfunds returned 3.2%, while 3. #investmentstrategyfunds achieved 7.2%. 1. However, Amas also noted that #equityfunds still suffered outflows of CHF 3.6bn, despite the positive environment in H1 2024. 3. #Investmentstrategyfunds saw outflows of CHF 3.5bn, while alternative investments lost CHF 1.5bn.  #Netnewmoney inflows remained at a low level with an increase of 1.6% (CHF 9.2bn) and continued to be limited to #lowriskassetclasses, such as #bonds (CHF 9bn) and #moneymarket (CHF 10bn). Top Dogs The report also examined #Switzerland’s largest #assetmanagers and found the #hierarchy remained unchanged. 1. Top dog UBS had the largest slice of the market at 25.4%, 2. followed by Credit Suisse at 11.3%. The Amas said the #mergedentities continue to be recognized #separately by the statistics as long as the #funds remain named accordingly. Of the #largestfund providers in #Switzerland, Swisscanto Fund Management Company Ltd. increased its market share to 10.5%, while Pictet Asset Management rose to 6%.   https://lnkd.in/e5qsVCVJ

1

Out now: The latest Swiss Structured Product Industry Report Q1 2024! 🎉 The industry achieved a turnover of CHF 49 bn in the first quarter of 2024. It was thus around 20% above the level of the previous quarter, when sales of CHF 41 bn were achieved. The largest turnover share in Q1 2024 is accounted for by yield enhancement products (45%), followed by leverage products (26%). Participation and capital protection products accounted for 14% and 10% of quarterly turnover in Q1 2024, respectively. In Q1 2024 reverse convertibles generated the highest turnover (CHF 12 bn), followed by trackers (CHF 6 bn), and warrants with knock-out (CHF 5 bn). Equities remain the dominant asset class with 54% of turnover, while Foreign Exchange, Fixed Income and Commodities account for 22%, 10% and 5% of quarterly turnover, respectively. Non-listed products generate 67% of total turnover in Q1 2024. At 56%, the primary market achieves a higher share of turnover than the secondary market. The USD achieved the highest share of turnover with 42%. Together with the EUR and CHF as the most important currencies for Structured Products, it accounts for 90% of total turnover. #SSPA #StructuredProducts #SwissStructuredProductIndustryReport

34

Xetra welcomes four new ETNs from Leonteq 🥁: Leonteq's new ETNs give investors access to overnight lending rates for overnight loans in Switzerland and the United States. The Leonteq CHF Overnight Return Index ETP represents the performance of the reference interest rate for overnight loan transactions in Switzerland, the Swiss Average Rate Overnight Interest Rate (SARON). The Leonteq USD Overnight Return Index ETP tracks the performance of the United States Secured Overnight Financing Rate (US-SOFR). Both ETNs are also available in a currency-hedged version against the euro. https://lnkd.in/ee6SA3gA #etns #xetratrading

6

📈 The ETF Market Report Q2/2024 is out, providing you with all the insightful facts & figures about the ETF segment of SIX Swiss Exchange: https://six.swiss/3LqqjN4 📊 The Swiss ETF market picked up in the second quarter compared with the previous quarter. Turnover increased from CHF 15.829 billion to CHF 18.427 billion in the second quarter, an increase of 16.41%, with the generally positive sentiment on the stock markets contributing to this. ⭐ The report also features statistics about Quote on Demand (QOD), our successful on-exchange RFQ solution with CCP clearing that increases trading efficiency and helps reducing transaction costs: Since its launch in December 2020, monthly turnover has risen continuously. 🗨️ In addition to detailed statistics on the ETF segment of SIX Swiss Exchange, the latest market report also includes an interview with Yvan Roduit, Head Investment Advisory at Raiffeisen Switzerland. He talks about how the ETF trading landscape has evolved over the past years, what issues are currently shaping developments in the ETF sector and where he sees the ETF market in Switzerland in the near future. #SIX #SIXSwissExchange #ETF #ETFs #exchangetradedfunds #quoteondemand #qod #qodeurope #rfq #index #B1Gnumbers Danielle Reischuk (Mair) Yvan Roduit

30

The TRADE sits down with Luca Paolini, chief strategist at Pictet Asset Management, to discuss the key themes that impact strategies recommended to investors, how these strategies are executed by traders, and the impact of the current macro landscape. #firesidefriday #interview #pictetassetmanagement #chiefstrategist #strategy #macro #markets #trading

6

🤖 Pictet Group raises over USD 200m for thematic private equity Technology Fund II - Pictet Alternative Advisors (PAA) has announced the final close of the second vintage of its technology-focused thematic private equity fund at more than USD 200 million. - Managed by Stanislas Chanavat, Chuang Zhu CFA, Nicolas Schwyn, and Jacqueline Xu. - The Technology strategy focuses on high-conviction investment opportunities in: - Enterprise software - Data & AI - Cybersecurity - Fintech - The second vintage will continue this proven strategy by: - Supporting global venture capital, growth equity, and buyout technology fund managers. - Constructing a diversified portfolio of promising primary funds. - Selecting the most attractive co-investments alongside these managers. - Stanislas Chanavat, Principal Thematics – Private Equity at PAA, commented: - The launch of the second fund at the end of 2022 coincided with: 1. A sharp correction in asset prices, offering better entry valuations. 2. The emergence of ChatGPT, highlighting the transformative effect of AI. - Pictet's thematic private equity franchise has raised over USD 1 billion from institutional and high net worth investors. - Since 1989, Pictet has committed to more than 300 private equity funds. - Pierre Stadler, Head of Thematics – Private Equity at PAA, highlighted: - The success of the thematic range is due to the strength of specialist investment teams and relationships with top-tier GPs. - Technology was the first dedicated thematic strategy, with continued excitement about innovation and growth in portfolio companies. Pictet Asset Management Pictet Wealth Management

3

Will bonds rally in H2 2024? Find out what Vanguard’s global fixed income experts are saying in our monthly recap of fixed income markets. Read more: https://vgi.vg/45zKilt Capital at Risk.

1

How do you deal with unprecedented challenges in regulation, compliance, risk management and cybersecurity? At Pictet Asset Services, the answer is strong technology. Digital investments were at the core of Pictet Asset Services in 2023. During 2023, Pictet evolved platforms like Pictet Connect and the Strategic Allocation Reporting Tool, incorporating increasingly advanced functionality and capabilities based on client feedback. This was done to address the complexity faced by many financial firms and intermediaries. These investments allowed Pictet Asset Services to maintain the same level of quality on and offline for clients. Learn more in our Annual Review: pictet.com/annualreview #Pictet #AnnualReview #PictetAssetServices #Cybersecurity

218

3 Kommentare

ARTICO Equity Team at Serafin Asset Management Switzerland: Sustainable Investing Will Work — If the Performance is Right Sustainability and #ESG criteria have taken on new importance in the world of finance — but the ARTICO Equity Team at Serafin Asset Management has been ahead of that curve for some time.  Read here: https://lnkd.in/dhdpK9kY

8

📈 The ETF Market Report Q3/2024 is out, providing you with all the insightful facts & figures about the ETF segment at SIX Swiss Exchange: https://six.swiss/4fpgjAJ 📊 The Swiss ETF market continued to pick up in the third quarter compared with the previous quarter, with the generally positive sentiment on the stock markets contributing to this. Turnover increased from CHF 18.427 billion to CHF 22.660 billion in the third quarter, an uptick of 22.97%. ⭐ The report also features statistics about Quote on Demand (QOD), our successful on-exchange RFQ solution with CCP clearing that increases trading efficiency and helps reducing transaction costs: Since its launch in December 2020, monthly turnover has risen continuously. 🗨️ In addition to detailed statistics on the ETF segment of SIX Swiss Exchange, the latest market report also includes an interview with Kay Winistörfer, Sales Manager Switzerland – ETF & Index Solutions, BNP Paribas Asset Management. He talks about how the ETF trading landscape has evolved over the past years, what issues are currently shaping developments in the ETF sector and where he sees the ETF market in Switzerland in the near future. 📝 Download the report here: https://six.swiss/3UntcTC #SIX #SIXSwissExchange #ETF #ETFs #exchangetradedfunds #quoteondemand #qod #qodeurope #rfq #index #B1Gnumbers Danielle Reischuk (Mair)

18

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

30