REYL Intesa Sanpaolo

L’année 2024 a incontestablement été mouvementée pour les actions asiatiques.   Quelles sont les perspectives concrètes pour 2025 ?   "À l'horizon 2025, les actions asiatiques sont prêtes à évoluer dans une combinaison macroéconomique plus complexe, en particulier avec les élections américaines qui viennent de s'achever."   Luca Castoldi, CFA, Senior Portfolio Manager, revient sur l'année écoulée et se projette pour Allnews.ch, La finance suisse dans l'e-media : https://lnkd.in/e-kPpxZ5

Electrification remains a persistent macro growth area for the next decade with the International Energy Agency (IEA) forecasting a rise in the share of renewables in the global power generation mix from 29% in 2022 to 35% in 2025, reaching 50% by 2030.   As a significant theme, electrification opens a range of strategic long term business opportunities in the fields of generation, grid distribution, storage, metering, efficiency, technology substitution, thermal heating, mobility, electrolysis, and fuel cells to name a few, all of which require massive scale out in the coming decade.   For the moment, the standout global renewables leader is China.   Find out more ⬇️

REYL Intesa Sanpaolo is the main partner of the Verbier Festival, an international classical music event.   For 17 days, almost 300 events and concerts attract fans from all over the globe to applaud the world's most talented musicians. In 2024, Francois Reyl, Senior Partner, was appointed Chairman of the Verbier Festival Foundation Board (Fondation du Verbier Festival).   "The Verbier Festival's vocation is to bring together, for the pleasure of local and international audiences, the exceptional performances of the greatest artists on the musical scene with the young talents who are developing in contact with them and who will ensure the next generation."

Les Américains ont-ils élu un nouveau Trump ?   Au lendemain du 5 novembre, les résultats ne laissaient déjà plus place au doute. Il n’était plus question de savoir qui gagnerait, mais bien de combien de voix le candidat républicain allait l’emporter.   Le Donald Trump de 2024 est loin d’être aussi conciliant que celui de 2016, ou même de 2020.   Françoise Maret, CFA,CAIA, FRM, Senior Advisory Portfolio Manager, décortique la nouvelle présidence des Etats-Unis pour SPHERE Swiss Financial Arena : https://lnkd.in/eGQG6bab

And that's five! Thank you very much WealthBriefing for awarding us "Best Overall Fund Manager – Regional/Global Reach" for the fifth year in a row. Nicolas Farah, Chief Executive Officer of REYL Finance (MEA), commented: “We have enjoyed a very successful track-record within the MENA region, with eight consecutive years of growth in assets under management." This award demonstrates how the Bank continues to stand apart from the competition through integrated wealth management for private and institutional clients that goes beyond borders and business segments. Congratulations to the whole Dubai team!

“Consistency across cycles is key to portfolio management success.” Geoffroy Perret, Senior Research and Product Manager, delves into the processes, emerging trends, and strategic insights guiding fund selection and portfolio management. Read full article: https://lnkd.in/e8HXbWBq

At REYL Intesa Sanpaolo, we believe that the future of economy depends on integrated solutions that balance risk, reward, and impact. 🌱 Find out more about the principles and practises that guide our business approach to the green economy transition. ▪️ System thinking ▪️ Emergence of the green economy ▪️ Volatile transition ▪️ Client-led and incremental

The Americans have now chosen their President for the next four years. At a time when the US is living beyond its means, the costs of such an election represent a true elephant in the room. Jack Loudoun, Chief Investment for REYL Overseas, looks at this phenomenon and the relationship between Switzerland and the USA in one key question. Read the full article: https://lnkd.in/exhpzaXV

REYL Intesa Sanpaolo acted as the exclusive financial advisor to the SVP Group.   Corporate Finance, REYL Intesa Sanpaolo's investment banking business line, acted as sole financial adviser to the SVP Group, backed by the investment fund MML Capital Partners, in connection with structuring a double acquisition in legal information services.   Samuel Zayat, Managing Director, commented: "We are delighted to have been able to support the SVP Group through this complex acquisition process, as well as to have completed another transaction alongside MML Capital."   Read the full press release: https://lnkd.in/eutSixAY

Un séisme électoral fragilise le pouvoir au Japon 🗾 La récente élection législative au Pays du Soleil Levant bouleverse l'équilibre politique, révélant une insatisfaction croissante et de nombreuses incertitudes chez les Japonais. "Si les subventions temporaires peuvent aider à relever des défis économiques, les réductions d'impôts de grande ampleur créent des déficits de recettes durables.", écrit Luca Castoldi, CFA, Senior Portfolio Manager basé à Singapour. Lire l'article complet sur Allnews.ch, La finance suisse dans l'e-media : https://lnkd.in/e2R98Bkn