Inhaltsseite: Home

Thursday, 24 August 2023
Reading time : 2 minutes
Investment Ideas - Theme Investing

Technological Change: Seizing Opportunities

Change requires ingenuity, innovation and pioneering. Companies that develop novel technologies and processes not only drive the economy, but also make significant contributions to solving global problems such as climate change, healthcare or education. In this way, innovative companies and their technologies also promote and shape global economic development in the longer term.
Monday, 21 August 2023
Reading time : 1 minute
Yield Enhancement

SMI, Euro Stoxx & Co

Uncertainty - translated into volatility on the stock exchanges - pushes prices down. However, for yield enhancement products that have a short option component, increased volatility can also be beneficial, as the option premiums collected increase with volatility: Higher coupons and/or lower barriers result. 

Wednesday, 16 August 2023
Reading time : 1 minute

Barrier Observation at the End: Last Look BRC

For BRCs with a last-look feature, also known as a european barrier, the barrier is not relevant until the end of the last trading day of the product. If the prices of all underlyings are above the barrier - regardless of whether it has been touched or breached during the term - the investor is fully repaid. As with BRCs with regular barriers, the coupon payment is guaranteed and not dependent on the closing prices of the underlyings.
Friday, 11 August 2023
Reading time : 1 minute

UBS ends deal, Deutsche Telekom with good results

The deal agreed upon, which had obligated the Confederation to provide liquidity assistance in the event of losses in the context of the Credit Suisse takeover, was terminated by the acquiring UBS with immediate effect. 
Monday, 7 August 2023
Reading time : 2 minutes
Yield Enhancement

Reporting Seasong brings Opportunities

The reporting season is well underway, with companies from various industries and regions presenting their results for the past months. The information asymmetry between corporate management and investors decreases, creating a number of opportunities.
Thursday, 20 July 2023
Reading time : 1 minute
Yield Enhancement

Das Rückgrat der Schweizer Wirtschaft

As one of the most competitive countries in the world, Switzerland is home to a large number of companies in various industries and sectors. The media focus on large companies sometimes makes us forget that almost 60% of value added is generated by SMEs, which also account for over two-thirds of jobs - and thus fundamentally shape the domestic economy.
Thursday, 6 July 2023
Reading time : 2 minutes
Yield Enhancement

Attractive Coupon with Swisscom, Swiss Life and Julius Bär

Barrier Reverse Convertibles allow for an attractive yield while reducing risk compared to direct investments.
Monday, 19 June 2023
Reading time : 1 minute
Investment Ideas

Capital Protection with Participation on Indices

When it comes to capital-protected products, investors benefit from the positive performance of the underlying at expiry, with at least the guaranteed minimum repayment being made at maturity.

For the following products under subscription, the capital is fully protected, meaning that investors are repaid at least their invested capital at expiry. At the same time, they participate in the positive performance of the underlying asset without any upper barrier.

 

Wednesday, 31 May 2023
Reading time : 2 minutes
Investment Ideas

Gold on the rise: Realize profits & participate with capital protection

Right now, it may be worthwhile to take profits and hedge part of the portfolio with a capital protection certificate on gold. It allows 100% participation in the performance of the ZKB Gold ETF, which is fully physically backed. If the upper barrier of 120% is exceeded during the term - which would currently correspond to a price of approx. USD 2,350 per ounce - investors not only receive the full capital invested back at maturity: the capital is CHF protected to 101% - regardless of how the gold price develops, the certificate generates at least 1% return.
Wednesday, 31 May 2023
Reading time : 2 minutes
Theme Investing

ZKB Quality Equity Certificate

The situation on the markets is confusing: While the US is struggling to raise the debt ceiling, the DAX recently marked a new all-time high. At the same time, there is a large discrepancy in the performance of individual stocks - for example, the US market has been driven primarily by a few stocks over the past 6 months. Against the backdrop of geopolitical and macro-economic uncertainty, the development of interest rates is fraught with question marks. In this environment, our tracker certificate combines 25 selected quality companies with pricing power and/or strong market position, which should perform well even in a challenging environment thanks to defensive characteristics.

Ajax loading