Equity Top Picks 2025: Building Exposure with Reverse Convertibles.
The research at Zürcher Kantonalbank has identified ten equity top picks for the coming year. These include market heavyweights such as Holcim and Sonova, as well as smaller corporates such as the medtech company Ypsomed. Our structured products allow investors to make targeted investments in this selection.
The French equity market is among the worst performers in Europe this year. By combining five stock market heavyweights in a barrier reverse convertible, investors can benefit from the yield potential of French equities. The product has a quanto feature so there is no currency risk.
US technology stocks continue to dominate Wall Street in 2024. But as the year draws to a close, there are signs of a shift in investor preferences. While chipmakers have underperformed in recent weeks, software companies have been in demand.
As the year draws to a close, the Swiss equity market looks set to end on a positive note. However, the performance of individual stocks is very mixed.
US retailers are entering the most important season of the year. The business environment is likely to be challenging as US inflation remains elevated and consumer sentiment is muted.
The economic outlook for Germany is deteriorating towards the end of the year. Despite this, the German stock market has performed remarkably well this year.
Donald Trump's pick for the Department of Health and Human Services has sent healthcare stocks tumbling. The consequences are also being felt on the Swiss stock exchange.
Wall Street closed at a new all-time high following Donald Trump's election victory. However, not all sectors benefit from the president-elect's likely economic agenda.
ZKB Barrier Reverse Convertible on worst of Lonza Group AG/Roche Holding AG/SGS Ltd/Givaudan AG 135805888 / CH1358058886 |
5.00% p.a. ZKB Callable Barrier Reverse Convertible, 10.12.2025 on worst of NESN SE/EMMN SE/BARN SE ... 132913974 / CH1329139740 |
ZKB Autocallable Barrier Reverse Convertible on worst of Baloise-Holding AG/Swiss Life Holding AG/Zu... 134141312 / CH1341413123 |
ZKB Barrier Reverse Convertible on worst of adidas AG/Zalando SE 140252350 / CH1402523505 |
ZKB Autocallable Barrier Reverse Convertible on worst of Nestlé AG/Novartis AG/Roche Holding AG 132913700 / CH1329137009 |