Aurora Investment Solutions (AIS)’s Post

Investment Idea: Memory Coupon Notes on Trump Baskets Following Donald Trump's recent election victory, several policy shifts are anticipated that could significantly impact various sectors, notably artificial intelligence (AI), oil, and financial services. For AI, regulatory restrictions may be lifted, fostering innovation and potentially boosting growth for tech companies. In energy, an emphasis on increased domestic oil production - "drill, baby, drill" - and relaxed environmental regulations could enhance profitability for oil and gas producers. The financial sector is also poised to benefit from reduced compliance costs and expanded lending opportunities, making these industries attractive for investors. The chosen structure to play this theme is the memory coupon note. It is a structured product offering attractive conditional coupon payments with high capital protection, ideal for risk-averse investors seeking enhanced yields over traditional fixed income. Unlike most revenue products that risk the principal, this note places risk on coupon payments, introducing opportunity cost rather than capital risk. Coupons are paid semi-annually if the underlying asset or index meets a performance barrier. If not, a “memory” feature allows missed coupons to be recovered in future periods if conditions improve, giving flexibility and reducing the impact of temporary underperformance. For access to the full presentation or more details, please reach out to our team. Romain Duchenne: rd@aurora-investmentsolutions.com Hugo Poupinel: hp@aurora-investmentsolutions.com For more information on our company, please visit our website: https://lnkd.in/eFBWjTG4

Aurora Investment Solutions : Produits d'Investissement Sur Mesure.

Aurora Investment Solutions : Produits d'Investissement Sur Mesure.

aurora-investmentsolutions.com

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