Alfonso Gomez

Expected to come in mid 2024, anticipation is building for when central banks will usher in a new economic cycle. How can you prepare for this cycle? Julius Baer's experts believe the answer rests in cyclical stocks. ➡️ Learn how you can reposition your portfolio for the new cycle: https://ow.ly/Nmaa30sBBxe #MarketOutlook

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I'm delighted to have hosted a roundtable on Alternative Investments and Private Markets at the Global Private Banker Summit in London today with José Luis González. Both sessions were a success, with many participants. We had the opportunity to discuss the following topics: - Private Markets' environment and challenges - Innovative solutions to access Private Markets such as semi liquid evergreen funds - Democratisation of the asset class through the ELTIF / ELTAF. Societe Generale Private Banking - SGPB #PrivateMarkets

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As the economic upswing continues to gain momentum, cyclicals are gaining traction. With the data showing there is no need for further monetary restrictions from central banks, what does this mean for investors? ➡️ Julius Baer's research team takes a closer look: https://ow.ly/cNj230sCOyx #MarketOutlook

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🚀 Today, we welcome Citi among the ranks of now 15 recognized market makers on SIX Swiss Exchange. Market makers are key liquidity providers in the ETF ecosystem, ensuring continuous and efficient ETF trading in the secondary market. 🤝 For each ETF traded on SIX Swiss Exchange, there is at least one active market maker. This guarantees fair and transparent pricing, thereby enhancing investor protection. 🌐 Back in September 2000, SIX Swiss Exchange was one of the first European exchanges to launch an ETF segment. Today, we offer investors one of the largest choices with over 1,700 available products. ➡ Follow the Swiss ETF Market – with the ETF Market Report from SIX Swiss Exchange. Every quarter, we provide you with detailed figures about the development of our ETF segment. Free subscription: https://six.swiss/3DuwfzM #sixswissexchange #swissstockexchange #etf #etfs #trading #investing

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What does 2024 have in store for investors and their portfolios? Our partner, Zephyr, reached out to investment management experts to share key insights, which we’re bringing to you 🙌 Listen to Gert van der Geer, Pictet Asset Management, as he talks about thematic investing, locating trends and more! See more 👉 http://spr.ly/6041jzMTd #investors #invest #portfolio #assetmanagement #investmentmanagement

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Today Banco Santander has issued a successful €500 million ECA Covered Bond transaction, the only CB deal Santander expects to issue this year. This is the second issue of Spanish ECA CB on the market, , offering investors a unique opportunity to gain exposure to this asset class. With this new transaction, Santander continues to pursue its objective of developing the continuous growth of this business, in which Santander is a major global player. The transaction attracted the attention of the investor base from the outset at an IPTs level of MS +45bps, covering the €500mn size of the transaction within a few minutes of execution, mainly supported by German accounts. We highlight the early presence of some high-quality names at this stage.   A final book of 4 billion and > 120 investors of high credit quality allowed to set the price at MS +35#, travelling 10bps from IPTs and paying a negative NIP of -2bps. At this stage, the book was still predominantly covered by German accounts at ~43%, with the remainder very evenly spread across European investors.   The clear scarcity of paper in this asset class from Spanish issuers played an important role in today's transaction, as this is only the second covered bond priced in the geography, underpinned by the bond's nature as an ECA Covered Bond, making it an even more unique opportunity for investors to add this type of risk to their portfolios. Congrats to Santander as Global Coordinator and ING, Santander and Unicredit as JLM for such a successful outcome. José Antonio Soler Ramos, Marta Gonzalez Deprit, CFA, Gabriel Castellanos, Jaime Cruz Ballesteros, Luis Miguel Coronel León, Denis Aranburu, CFA, Elena Eyries, Guillermo Hombravella, Alberto Amo Mena

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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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Another practical use of digital assets & blockchain. Central Banks saving time and money.

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Did you know? 💡 At Suisse Bank, our Proof of Funds (POF) comes with a dedicated covering letter confirming lawful resources. Secure your financial credibility with us! Learn more: #FinancialCredibility #SuisseBank

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The Swiss National Bank (SNB) has been one of the first movers in CBDC exploration, with its Project Helvetia III wholesale CBDC pilot among the most advanced. At a recent industry event, SNB chair Thomas Jordan discussed the bank’s latest achievements, challenges, and some of the alternatives it has considered. Project Helvetia III launched in December, with the cantons of Basel and Zurich becoming the first to settle a tokenized bond using the wholesale CBDC. #tokenization #CBDC #digitaleuro

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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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2nd rate cut buy SNB In response to decreasing inflation, the Swiss National Bank has lowered interest rates for the second consecutive meeting this year. Furthermore, the bank has indicated its willingness to intervene in foreign exchange markets. In March of this year, the Swiss National Bank (SNB) became the first major Western central bank to reduce interest rates. This decision marked a turning point in global monetary policy, as policymakers worldwide began to reevaluate the interest rate hike cycle that had been implemented in response to rising inflation during 2021 and 2022. The Swiss National Bank provided limited guidance on the likelihood of additional rate reductions while modestly revising its inflation projections downward.

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TNF Moments: Taking full advantage of The Network Forum, Global Custodian's Research Team, Lottie Sweeney and Beenish Hussain caught up with Marco Moretta from Intesa Sanpaolo. Despite the geopolitical environment, Marco maintains a positive outlook stating that although the market remains stagnant, Intesa is doing well. On the topic of AI, a hot discussion at TNF this year, Marco believes there is still plenty to learn, but for the securities services he can see real potential – be it in reduction of cost or increasing efficiency – as long as we avoid the risk of laziness and don’t let it stop creative innovation. When it comes to AI it is essential to ensure balance is maintained.  Intesa Sanpaolo will soon be appearing in our Agent Banks in Major Markets Survey 2024, which will be published this summer

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SIX, the data aggregator and operator of Swiss and Spanish stock exchanges, has expanded its indexing business with the creation of two families of global equities indices that can be used by the company’s retail, private banking and asset management clients. Get the details: https://lnkd.in/gmbt2puS #dataaggregation #equitiesindices #assetmanagement #indices #ETFs #ESG BITA SIX Financial Information

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One of the pillars of our investment philosophy is transparency. Thanks to our partnership with Morningstar we can be very granular in terms of the information we provide to investors about their investments.

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