Denis F Gilliot

JTC to acquire Kleinwort Hambros Trust Company from Union Bancaire Privée, UBP SA (UBP), a Swiss wealth and asset manager https://lnkd.in/dtxQXJqQ JTC Group UBP - Union Bancaire Privée Kleinwort Hambros Nigel Le Quesne #Acquisition

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Term premiums – the extra compensation for holding longer-dated bonds instead of reinvesting in shorter maturities – are rising across developed markets amid elevated government spending and inflation uncertainty. Technical factors are also at work: Global bond investors tend to actively seek out attractive term premiums they can hedge back to their base currency. This dynamic reinforces cross-market linkages and will likely persist as yield curve shapes evolve. #ChartingPerspectives

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Bank J. Safra Sarasin was pleased to act as co-manager in a CHF 150 million public fixed-rate bond issued for Tecan, executed on Thursday, 14 August. The senior unsecured bond has a tenor of 5 years, is governed by Swiss law and will be listed on the SIX Swiss Exchange. This transaction underscores the Bank’s commitment to support Swiss institutions and delivering top-tier debt capital market services to Swiss corporates. #CapitalMarkets #Healthcare #SwissBonds #BondIssuance

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Philippe Ferreira, Deputy Head of Economic & Cross Asset Strategy, was featured on CNBC this morning, where he shared insights on several key market drivers, including: * The rebound in European equities, led by banking stocks. * The underperformance of Swiss and pharmaceutical names. * Broader investor positioning amid ongoing macroeconomic shifts. * Market sentiment heading into earnings season.

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Today, we take the next step of our sustainable investing journey – by integrating Ownership Capital, a specialist sustainable equities manager. Ownership Capital brings a long-horizon strategy built on deep sustainability analysis and active ownership into our platform. Its concentrated approach expands our current range of highly diversified and high-conviction equity strategies, while complementing our sustainable solutions in fixed income and real assets. Our sustainability-focused AUM should exceed USD 10 billion with the acquisition, which is subject to final agreement and regulatory approvals. We believe LOIM’s forward-looking conviction in the sustainability transition through system changes, combined with Ownership Capital’s deeply engaged stewardship and research, will generate new sources of potential opportunity that we can harness for clients. Read more: http://spkl.io/6040AOQ2k #sustainableinvesting #equities #LOIM #OwnershipCapital #stewardship #engagement #activeonwership <Marketing communication>

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In the news this week: Developing countries are moving out of dollar debts. Sabrina Jacobs, senior client portfolio manager at Pictet Asset Management, dissects so-called ‘Dim Sum’ bonds and explains why international investors are taking note. #InTheNews #PictetAssetManagement #FixedIncome #FrontierMarkets

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🎥 𝐅𝐢𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐯𝐞 𝐭𝐫𝐞𝐧𝐝𝐬 𝐰𝐞 𝐚𝐫𝐞 𝐬𝐞𝐞𝐢𝐧𝐠 𝐫𝐢𝐠𝐡𝐭 𝐧𝐨𝐰 𝐢𝐧 𝐫𝐞𝐚𝐥 𝐚𝐬𝐬𝐞𝐭𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 The 14th episode of Investment Views - our short video series where PATRIZIA experts discuss the critical topics shaping the world of real asset investing – sees PATRIZIA Co-Head of Fund Management and Head of Fund Management Real Estate Mahdi Mokrane take stock of the real assets investing environment at this juncture of the year, highlighting five positive trends he sees in the sector influencing the direction of capital now and in the coming months. Watch below or at the PATRIZIA Real Insights hub here: https://lnkd.in/eQp-2n2q #PATRIZIA #RealAssets #Investment #Digitalisation #Urbanisation #EnergyTransition #LivingSector #RealInvesting #RealInsights

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𝐇𝐨𝐰 𝐜𝐚𝐧 𝐭𝐨𝐤𝐞𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐚𝐬𝐬𝐞𝐭 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭? In this interview, Olivier Monti, CFA from Pictet Asset Management shares insights from the pilot with SDX, where underlying securities were tokenized and fractionalized, putting investors in the driving seat offering them the possibility to express their preferences, while maintaining economies of scale. The project proved real-world feasibility and is now shaping industry standards in collaboration with Asset Management Association Switzerland paving the way toward customizable portfolios and more efficient market infrastructure. ➡️ Read the full interview here: https://lnkd.in/dQCwnRar #SDX #Pictet #fractionalization #digitalassets  

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