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An innovation that has gained traction as an alternative to traditional long-term investment portfolios, is an asset class broadly known as Structured Products offering easy access to derivative linked investment strategies.
□ Best in class trading platforms
□ Bespoke strategies
□ Investment horizon 3 – 72 months
□ Minimum nominal value USD25,000.00
□ Risk diversification
□ Best price policy [up to 30 quote comparisons]
□ Net of fee yields
□ Structured Products provide investors with a pre-determined risk / return profile
□ Short-term durations allow investors to reposition, based on the market outlook
□ Market volatility driven returns [high volatility – high returns]
□ Guaranteed quarterly returns
□ Conditional capital guarantee
□ Minimal trading amounts allowing diversification
The best part of your money may be set aside for long-term capital growth, while Structured Products offer a simple yet sophisticated short-term investment solution, typically linked to equity risk.
Combined with traditional long-term global investment portfolios, Structured Product strategies may be used as a progressive yield enhancement strategy, where Structured Products serve a distinctive purpose with regards to a client’s risk profile, predominantly intended as a yield enhancing / income strategy.
Based on a strong link to market volatility [VIX], Structured Products are designed to create short-term investment opportunities whilst producing above average returns.
Being mindful of the fundamental complexities involved, our solutions are evident by a characteristic simplicity, affording you transparency into our investment process. Moreover, we provide you with comprehensive insights into the benefits and risks when considering Structured Products as an alternative investment option.
Structured Products can be purchased against cash or by engaging in Lombard lending.
The minimum investment requirement is USD25,000.00 or the equivalent thereof in other currencies.
Indicative performance comparison over a period of five years versus the world index with an initial investment amount of USD10,000.00. Average volatility level of about 18% [VIX], 80% barriers, mix of 3 months Barrier Reverse Convertibles [BRC] and one year Callable BRC’s.
Below and for your perusal, please find an updated Structured Products yields pricing schedule.
The US labour market is continuing to show signs of cooling with job growth prospects remaining limited. This alongside a broader trend of slowing GDP metrics such as private consumption growth, will likely lead to the Fed resuming its rate-cutting cycle with a 25bps cut in September. We also expect further cuts later in the year.
Q2 earnings have been strong for the AI sector and especially for leading tech giants, leading to a continuation of the already-strong momentum within the sector. Furthermore, increased Capex signals that the AI investment cycle is gaining pace, providing a further basis for growth and investor optimism. Thus, despite valuation risks, we remain overweight to the sector.
The severe 39% tariff placed by the US on Switzerland is set to profoundly disrupt many Swiss sectors. The pharmaceutical industry has thus far been exempted but the full extent of the damage will only be known once the final tariff rate is announced with pharmaceuticals especially vulnerable given the sector makes up 50% of Swiss exports to the US.
The Volatility Index (VIX) has remained stable following last Friday’s spike.
[Source: Bank Julius Baer]
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