J. Safra Sarasin

As 2024 comes to a close, we extend our heartfelt thanks to our clients, employees, partners, and network for their trust and collaboration throughout this remarkable year. Wishing you all a joyful holiday season and a successful start to 2025!   #ThankYou #HolidaySeason #SeasonGreetings #Collaboration #SuccessTogether #FutureForward

Celebrating 5 years of success in the Netherlands! This year marks an important milestone for Bank J. Safra Sarasin (Luxembourg) SA – Dutch Branch: 5 years of growth, innovation, and building strong relationships in the heart of Amsterdam. Led by Marvin Kreuger, our team has worked intensively to deliver excellence and support to our clients with care and dedication. Together, we’re shaping a sustainable future for our business and community. To our clients, partners, and colleagues – thank you for being part of this journey. Here’s to the next chapter!   #5Years #DutchBranch #PrivateBanking #Teamwork

In 2025, politics will steer the course of financial markets As 2024 winds down, we look ahead to the outlook for the new year. Despite stretched valuations, risk assets are likely to perform well in 2025. The expected US policy mix should support the dollar, and US bond yields are likely to remain elevated. The biggest wildcard? A potential global trade war that could weigh on growth and drive inflation. J. Safra Sarasin's most recent resources provide insights into what lies ahead in 2025: ● Read the #GlobalView publication: https://lnkd.in/dPbZYHb7 ● Watch the latest macro and strategy outlook video with our Chief Economist, Karsten Junius: https://lnkd.in/eFvV-74F ● Learn about our asset allocation in the Global Markets Outlook 2025 from our CIO, Philipp Bärtschi: https://lnkd.in/ea6ZK9pX Thank you for continued engagement. Stay tuned for more publications in the coming year!

At J. Safra Sarasin Asset Management, we recognise the critical role bauxite plays in shaping the future.  As the primary source of aluminium, bauxite is essential for the energy transition, enabling the lightweight potential for electric vehicles, supporting renewable energy infrastructure, and urban development. With global demand for aluminium set to rise, the long-term opportunity for this key resource continues to grow.  Explore the resources of the future with us: https://lnkd.in/eMwGy3_8 #Assetmanagement #Futureresources #bauxite #aluminium

AI and Crypto: the next frontier? American tech firms have invested a lot of money in developing their own artificial intelligence (AI) and generative AI (GenAI) models. While we observe a rapid but largely informal adoption of free AI tools by individuals, US businesses remain cautious. Meanwhile, Chinese firms deploy AI applications for industrial use much quicker, in alignment with their government's priorities. Can the tech giants turn their vast capital outlays into sustainable returns? And with US productivity on the rise, could it already be boosted by GenAI? In the last Cross-Asset Weekly of the year, we also discuss the favourable environment and potential risks for Bitcoin and cryptocurrencies, and provide an update on Swiss equities as well as the last developments from the SNB and ECB meetings. Read more in the full publication: https://lnkd.in/e7Zz3ssk #CrossAssetWeekly #crypto #AI #cryptocurrency #artificialintelligence #generativeAI #GenAI #Bitcoin

At the Building Bridges 2024 Summit, our Head of Stewardship, Julia Wittenburg, and Chief Sustainability Officer, Daniel Wild, participated in expert panels aimed at accelerating the transition to a sustainable financial system. Both sessions attracted an engaged audience and fostered the exchange of valuable insights. "Children's Rights and Finance"—explored how financial institutions could contribute to protecting children’s rights. "Financing the Net Zero Path to a Sustainable Supply Chain"— touched, for instance, addressing the urgent need for strategic minerals critical to green technologies. Can the surging demand for these minerals be met while upholding stringent ESG criteria?  At J. Safra Sarasin Sustainable Asset Management, we explore these pressing challenges head-on. Learn more in our white paper: https://lnkd.in/dKpY_w_w Thank you to all participants for the meaningful conversations and insights. #BuildingBridges #sustainableinvesting #childrensrights #strategicminerals #sustainablesupplychain

In 2024, both bonds and equities contributed to portfolio returns. Can we expect the same in 2025? Lower interest rates and reduced uncertainty after the US elections could drive investors towards riskier assets while potentially reducing their fixed income allocations. If positive market trends persist, multi-asset portfolios could see another strong year. What other opportunities and risks could define the year ahead? Watch the video by our Chief Investment Officer Philipp Bärtschi to learn more: https://lnkd.in/ea6ZK9pX #CIOInsights #assetallocation #bonds #equities #outlook2025 #markets #investing

Inflation down, unemployment up? Political uncertainty looms large in #France and #Germany. An erosion of competitiveness and the need for structural adjustment weighs heavily, leaving them ill-prepared to confront a more assertive US administration. Forward-looking indicators provide little hope, with #unemployment expected to rise next year. With #inflation low enough, we forecast a 25bp reduction of policy rates next week. Should the ECB act more aggressively? Read more on the latest forecast update for the US, #Switzerland, UK and Emerging Markets in the latest #CrossAssetWeekly: https://lnkd.in/etxxyfxV

Bank J. Safra Sarasin is proud to have sponsored PAN Amsterdam’s 2024 edition! This year, the fair was once again, the talk of the town, celebrating art, culture and expertise at its finest. As a Swiss private banking group with a strong presence in Amsterdam, we are committed to supporting initiatives that reflect our shared values of excellence, innovation and sustainability. A big thank you to the PAN team and everyone who made this year’s edition a success, see you next year!   #PrivateBanking #Sustainability #ArtAndCulture

Casting a wider net Navigating the complex financial and geopolitical landscape of commodity investing calls for sophisticated strategies and careful allocation to cut risks. Active curve management combined with a broad commodities approach offers investors diversification as well as exposure to the #greentransition and growing #emergingmarkets. Find out more in the final piece of our commodities series: https://lnkd.in/e6gDggfW #investmentinsight #commodities George Cotton Benoît HARGER Jingchao Z.