Swiss Life Asset Managers

🚀 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗘𝘃𝗲𝗻𝘁 𝗶𝗻 𝗥𝗼𝗺𝗲: 𝗦𝗵𝗮𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲! 🌍 Given the significant investment required for infrastructure expansion and maintenance, the public sector cannot manage this challenge alone. Private capital plays a crucial role in bridging the gap. As the backbone of modern society, infrastructure powers cities, supports education and healthcare, and is vital for both our standard of living and economic growth. Yesterday, we had the pleasure of hosting our first Infrastructure Event, alongside three partner companies. Leading experts discussed the most pressing issues shaping the future of infrastructure.    𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:  👉 Antonio Iaquinta shared Swiss Life Asset Managers growth strategy in Italy.    👉 Elisabetta Magrini explored how data and AI technologies are shaping tomorrow’s infrastructure, pushing the boundaries of what is possible.    👉 Carlo Forattini & Costantino Fassino addressed the opportunities and challenges of electric vehicle charging infrastructure by 2025, and what needs to be done to meet the growing demand.    👉 Gianfranco Saladino & Paolo Cacace shared insights into how telecommunications are evolving to meet changing energy needs and what’s required to stay ahead of the curve.    👉 Gabriel Damiani & Roberto Loiola focused on energy security in Italy, highlighting the critical role of infrastructure in ensuring a stable energy supply.    🙏 A big thank you to all our guests and speakers for making this event a success! #Infrastructure #EnergyTransition #AssetManagement

«𝗠𝗮𝗻 𝗺𝘂𝘀𝘀 𝗮𝘂𝗰𝗵 𝗱𝗲𝗻 𝗠𝘂𝘁 𝗵𝗮𝗯𝗲𝗻, 𝗶𝗻 𝗲𝗶𝗻𝗲𝗺 𝗠𝗮𝗿𝗸𝘁 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗲𝗿𝘁 𝘇𝘂 𝗯𝗹𝗲𝗶𝗯𝗲𝗻, 𝘄𝗲𝗻𝗻 𝗲𝘀 𝗿𝗲𝗴𝗻𝗲𝘁. 𝗨𝗻𝗱 𝗱𝗲𝗻 𝗵𝗮𝘁𝘁𝗲𝗻 𝘄𝗶𝗿.» Stefan Mächler, Group Chief Investment Officer von Swiss Life, spricht im Interview mit finews.ch über seine Erfahrungen, Erfolge, Herausforderungen und Veränderungen, die ihn und den Finanzplatz Schweiz in den letzten 40 Jahren geprägt haben. Die Gesprächsthemen: 🔹 Erfolgreiche Bewältigung von anspruchsvollen Marktphasen durch eine umsichtige, konstante und vorausschauende Anlagestrategie    🔹 Professionalisierung und Erholung des Schweizer Immobilienmarktes seit der Immobilienkrise in den 1990er-Jahren  🔹 Der steigende Margendruck in allen Anlageklassen und wie Swiss Life Asset Managers darauf reagiert 🔹 Stefan Mächlers persönliches Fazit nach über zehn Jahren als Leiter von Swiss Life Asset Managers und seine Ziele für die Zukunft Lesen Sie das vollständige Interview auf finews.ch: Top-Meldungen 👉 https://lnkd.in/eVfwzfqw 🔎 Mit unseren Anlagelösungen unterstützen wir unsere Kunden dabei, ihre langfristigen Anlageziele zu erreichen. Dies wiederum hilft ihren Kunden, damit sie langfristig planen und finanziell selbstbestimmt handeln können. #AssetManagement #Interview 

𝗜𝗻𝗱𝗲𝘅 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝗮𝘀 𝗽𝗮𝗿𝘁 𝗼𝗳 𝗮 𝗯𝗮𝗹𝗮𝗻𝗰𝗲𝗱 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 ⚖️📈 We are constantly enhancing our product range to perfectly meet our clients’ needs, whether through indexed, active or a combination of both strategies. Unlock new investment opportunities with index funds, enabling a diversified portfolio with just one investment. Our experts Stephan Elmenhorst and Drazenko Lakic share their insights, including: 🔹Weighting and rebalancing strategies  🔹Using a core satellite approach for higher returns Discover more: 👉 https://lnkd.in/eDDvxNNH 🔍 With our index investment solutions, we support our clients in achieving their long-term investment objectives. This in turn helps their clients to plan long term and act in a financially self-determined manner. #IndexSolutions #Investments #AssetManagement 

🏘️🏭 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗱𝗶𝘃𝗲𝗿𝘀𝗲 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 Across Europe, we manage and administrate real estate valued at around CHF 108.5 billion (as of 30 June 2024) in the office, residential, healthcare, logistics and manufacturing sectors, as well as retail and hotels. The development of new areas and districts is a key element of our real estate portfolio.👷 Find out more about how diverse this asset class is and click through the slides below ⬇️ for a preview of some of our selected real estate properties and projects in Switzerland, France, Germany and Spain. 👉 Don’t miss the blog post where we present ten special properties in detail: https://lnkd.in/gg89CCCH #RealEstate #Highlights

𝘖𝘶𝘳 𝘍𝘦𝘣𝘳𝘶𝘢𝘳𝘺 𝘗𝘦𝘳𝘴𝘱𝘦𝘤𝘵𝘪𝘷𝘦𝘴 𝘢𝘳𝘦 𝘰𝘶𝘵! 📖 👉 https://lnkd.in/dERSh28z 🔹US economy starts the new year with advantages compared to Europe: the prospect of tax breaks and deregulation steps. 🔹An output gap has opened in Europe, reducing inflationary pressure over the coming quarters. 🔹In China, household demand remains sluggish.   Here are the highlights for Economics and Financial Markets – put together by our experts Marc Brütsch, Damian Künzi, CFA, Josipa Markovic, Florence Hartmann, Christoph Lauper, Andreas Homberger, Sven Kreitmair, CFA and Jose Antonio Blanco: 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀: Following two years of virtual stagnation, an output gap has opened in the eurozone, which means that the capacities of the economy are not fully utilised. We expect growth to normalise in 2025 and 2026, but this will not suffice to close the output gap in the eurozone. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝘀: Following the ECB’s policy rate cut on January 30th, we anticipate five additional cuts this year, shifting monetary policy into expansionary territory. Regarding US inflation, we have a somewhat more constructive outlook than the consensus and thus still expect four policy rate cuts in 2025, which is more than current market expectations. 🔎 Follow our Perspectives to receive our monthly assessments of economic and financial market trends so you can gauge developments in a financially self-determined manner. #GlobalEconomy #FinancialMarkets #Economics

🎉𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝟰 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗦𝘄𝗶𝘀𝘀 𝗟𝗶𝗳𝗲 𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝘀’ 𝗖𝗼𝗻𝘁𝗲𝗻𝘁 𝗛𝘂𝗯🎉 Four years of sharing investment knowledge and financial expertise – we are excited to celebrate the 4th anniversary of our Content Hub! 📖 From the very first article to the present day, the Content Hub has always been dedicated to offering valuable insights, sparking meaningful discussions and providing background information on current developments in the market to our readers. Our experts have explored a wide range of topics, spanning from B for Brannhof and E for Energy storage systems, all the way to L for Logistics and U for Upper-tier high-yield bonds. We are very pleased to have such an amazing community of engaged readers that has grown with us over the years! 👉 Visit our website and read about trends in Real Estate, Infrastructure, Securities and much more: https://lnkd.in/eyJqy8Ut #AssetManagement #ContentHub #Anniversary

📢𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐍𝐞𝐰𝐬: New logistics brownfield project in the Ruhr region!  🙌 In Bottrop, our logistics team will be developing the project ‘Central Ruhr’, including a state-of-the-art logistics property as well as a new office building and external storage space on a 100,000 sqm brownfield site. The logistics property offers over 33,000 sqm of rental space and will be divisible into three units. As with all our logistics projects, we are focussing not only on serving flexible customer requirements but also on an energy concept that fulfils international sustainability criteria: in addition to heat pumps, a photovoltaic roof system is planned to generate renewable energy. The aim is a BREEAM ‘Very Good’ certification. 🌱  📍 Due to its central location in the Ruhr area and the Global Hub North Rhine-Westphalia, ’Central Ruhr’ not only has excellent connections to the German and international motorway network via the nearby A2, A31 and A52 motorways, but also to the Port of Duisburg and thus the largest inland port in Europe.  ‘Central Ruhr’ is therefore an excellent continuation of our ‘Roots’ logistics pipeline, with which we aim to create long-term and sustainable added value throughout Europe.  #logistics #projectdevelopment #brownfield 

𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝘀 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝘀𝘀𝗲𝗺𝗲𝗻𝘁𝘀 : améliorer le rendement tout en réduisant la volatilité Christoph Gisler, notre Head Infrastructure Equity, explique dans un entretien avec Yves Hulmann de Allnews comment nos investissements offrent un profil risque-rendement attractif et contribuent à préserver le pouvoir d'achat en période d'inflation : 💡 Diversification : Les investissements dans l’infrastructures comme énergie, transport, télécommunications et infrastructures sociales ajoutent une nouvelle dimension aux portefeuilles multi-actifs.  📈 Rendement : Le rendement annuel moyen a atteint près de 9% au cours d’un cycle d’investissement d’une durée de 8 ans. Si l'on considère les placements qui ont été revendus, les « realised exits », le rendement s’élève même à 12%. ⚙️ Adaptabilité : Les revenus de nombreux équipements en infrastructures, à l’exemple des péages autoroutiers, peuvent être rapidement ajustés en fonction de l’inflation. 🌍 Durabilité : Une large marge de manœuvre permet d’intégrer la dimension de la durabilité grâce à une approche de placement active et à des participations importantes, ce qui permet d’influencer directement les décisions des sociétés. En 2023, les caisses de pension suisses ont doublé leur part d'investissements dans les infrastructures, passant de 0,7% à 1,7%. Un potentiel de croissance significatif reste à exploiter. 👉 Pour en savoir plus, lisez l'article complet sur Allnews:  https://lnkd.in/em_ab25H  #Infrastructures #Diversification #SwissLifeAssetManagers 

Comment la présidence Trump influence-t-elle les échanges commerciaux ? Comment évolue la politique des banques centrales ? Un conflit commercial avec la Chine pourrait-il survenir ? 💡Notre économiste en chef Marc Brütsch esquisse la manière dont l’économie pourrait évoluer cette année. Dans ce cadre, il présente cinq scénarios illustrant les impacts des évolutions pour la Suisse. 👉 Lisez l'article sur Allnews: https://lnkd.in/ewNzqfgT 🔎 Avec nos solutions de placement générant des rendements stables et durables, nous aidons nos clients à atteindre leurs objectifs de placement à long terme. Cela les aide à planifier leur avenir financier en toute liberté de choix.  #FinancialKnowHow #GlobalEconomy 

Wie wirkt sich die Präsidentschaft Trumps auf den Handel aus? Wohin steuert die Geldpolitik der Notenbanken? Und droht ein Handelsstreit mit China?  💡Unser Chefökonom Marc Brütsch skizziert, wie sich die Wirtschaft in diesem Jahr entwickeln könnte. Dabei zeigt er in fünf Szenarien auf, welche Auswirkungen die Entwicklungen für die Schweiz haben. 👉 Lesen Sie mehr im Artikel auf Investrends: https://lnkd.in/e_zKvGnE 🔎 Mit unseren Anlagelösungen für stabile und nachhaltige Renditen unterstützen wir unsere Kunden dabei, ihre langfristigen Anlageziele zu erreichen. Dies wiederum hilft ihren Kunden, ihre finanzielle Zukunft selbstbestimmt zu planen.  #FinancialKnowHow #GlobalEconomy