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Investment Ideas

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The (investment) benefits of ageing (Bank Julius Baer & Co. Ltd., 03.06.2024)
The number of people aged 60 and over worldwide is expected to double from 1 billion in 2020 to over 2 billion in 2050. The importance of age-related therapies, services, and products is therefore becoming increasingly relevant. From an investment perspective, the current landscape provides a compelling case for allocating capital to the overarching theme of an ageing population.

The number of people aged 60 and over worldwide is expected to double from 1 billion in 2020 to over 2 billion in 2050. The importance of age-related therapies, services, and products is therefore becoming increasingly relevant. From an investment perspective, the current landscape provides a compelling case for allocating capital to the overarching theme of an ageing population.

 

The world’s populations are now living longer. Furthermore, according to a recent Lancet study, declining birth rates mean that by 2050 the number of births will not be sufficient to sustain population sizes. With increasingly higher proportions of populations entering their 60s and 70s, it is little wonder that our Next Generation analysts believe that the prospects are bright for the Extended Longevity theme (which spans healthcare, elderly care, and beauty, as well as nutritional and financial planning) and the long-term investment prospects of the key players associated with it.

 

Given this backdrop, and the fact that valuations remain attractive compared to historical averages, we have put an interesting 18-month structured product into subscription. The product offers exposure to four stocks: Alcon (the global leader in eye care – both in terms of sales and its technology platform), Eli Lilly (one of the two leaders for novel diabetes and obesity treatments – segments that are set to grow by 8% and 30% p.a., respectively, by the end of the decade), Swiss Life (the largest life insurance company

in Switzerland, with a leading market share in the individual life and group pensions businesses), and L’Oréal SA (whose strong and diversified brand portfolio makes it the industry leader in terms of margins and organic growth).

 

Besides an attractive guaranteed coupon of 10.5% (USD), 8.85%(EUR), and 6.8% (CHF) p.a., the downside risk is reduced by the lock-in feature, which can convert the product into a 100% capital-protected product on a monthly basis. The low knock-in barrier of 55%, which is observed continuously, offers an additional layer of downside risk mitigation.

 

For further information about this product, click here:

 

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This content constitutes marketing material and is not the result of independent financial/investment research. It has been produced by Bank Julius Baer & Co. Ltd., Zurich, which is authorised and regulated by the Swiss Financial Market Supervisory Authority FINMA.

 

This content is intended for information purposes only and does not constitute advice, an offer or an invitation by, or on behalf of, Julius Baer to buy or sell any securities, securities-based derivatives or other products or to participate in any particular trading strategy in any jurisdiction.

 

Julius Baer does not accept liability for any loss arising from the use of this document.

 

This content may include figures relating to simulated past performance. Past performance, simulations and performance forecasts are not reliable indicators of future results.

 

For further details about risks and suitability, as well as important legal information, please consult the following link: IMPORTANT LEGAL INFORMATION

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Robots and AI: A powerful combination (Leonteq Securities AG, 28.03.2024)
Running, table tennis, boxing and games of skill – the list of contests pitting humans against machines is getting ever longer. Not long ago a two-legged robot of the Chinese company Unitree set a new record among humanoids with a speed of about 3.3 m/s. True, that’s not a patch on how fast a human can go, but the rate of development is startling, given that “H1” only managed 1.5 m/s in December

Learning through play

 

Running, table tennis, boxing and games of skill – the list of contests pitting humans against machines is getting ever longer. Not long ago a two-legged robot of the Chinese company Unitree set a new record among humanoids with a speed of about 3.3 m/s. True, that’s not a patch on how fast a human can go, but the rate of development is startling, given that “H1” only managed 1.5 m/s in December. Meanwhile, scientists at ETH Zurich have developed “CyberRunner”, a robot that can solve a marble maze game using artificial intelligence (AI). After a couple of hours of training, at the end of last year it was able to beat an “extremely capable human player” by 6% with 55 control instructions. All this “fun and games”, though, has a serious point: whether in industry, healthcare or the home, robots are set to not only assist humans, but in some cases also replace them over the next few years.

 

Billion-dollar market ...

A glance at the growth in robots reveals that the aforementioned “reorganisation of society” is proceeding at pace. According to the World Robotics Report, a total of 553,052 new industrial robots were installed across the world in 2022 – equivalent to a growth rate of 5% year on year. Broken down by region, almost three quarters of the new humanoids came onto the market in Asia, with Europe accounting for a 15% share of the market and everywhere else one tenth. This growth will continue, with the International Federation of Robotics (IFR) predicting that the number of industrial robots installed annually will climb to 718,000 by 2026. China is among those putting its foot especially hard on the gas: at the end of 2023, Beijing presented a plan under which humanoid robots will have reached such a stage of maturity by 2025 that they can go into mass production.

 

… with dynamic growth

The electronic assistants in healthcare are likewise very much in demand. Market researcher Apollo Research Reports puts the market value of medical robots in 2022 at around USDbn 18.1 and anticipates that it will rise by an average 16.6% a year to reach USDbn 83.1 by 2032. While doctors use four-armed surgical machines to guide scalpels around patients with millimetre precision and thus achieve better clinical results, AI can also be used to develop drugs faster and make more accurate diagnoses. The experts of US bank Morgan Stanley reckon that the use of AI in this sector could play a key role in accelerating research and development and lead to an additional 50 new treatments in the next ten years with a sales potential of more than 50.

 

Industry 4.0 as the driving force

While robots may be finding their way into many areas of life throughout the world, and even private homes, the great majority of humanoids will continue to be deployed in traditional industry, such as car manufacturing. As automation progresses further, however, it is not only robots – think Robot Process Automation (RPA) – that are set to take on an important role: AI comes into play here too, because artificial intelligence enables companies to manage complex tasks that would require actual human intelligence. Whether the smart factory, data analysis or customer interaction, these clever systems are increasingly becoming a vital tool in the modern business world. Connecting RPA and AI allows the two transformative technologies to be combined, unleashing even greater potential. Driven by AI, machine learning and the cloud, the experts at Fortune Business Insights expect the global market for robot-assisted process automation to jump from USDbn 13.9 2023 to USDbn 50.5 in 2030. This is equivalent to an annual growth rate of 20.3%.

Source: IFR

 

 

 

Digitalisation as the recipe for success:

 

Swissquote Robotics & Artificial Intelligence Index combines two mega-trends

 

Acquisitions and innovations

Many companies are looking to share in the paradigm shift brought about in the technology world by AI and robotics. Among them is Amazon, for instance. The online giant first put its faith in robot technology with the purchase of Kiva Systems back in 2012. Amazon, however, would like not only to automate its own business, but also provide its customers with digital assistants. To that end the group recently sought to acquire robot vacuum cleaner manufacturer iRobot, but could not get over the regulatory hurdles. It remains to be seen which target Amazon will look to acquire next in this segment. ABB, the world’s second largest manufacturer of industrial robots, has already found a candidate: a few weeks ago the group acquired AI firm Sevensense with a view to equipping its entire mobile robot fleet with artificial intelligence in order to drive future growth. In the medical robot sector, Intuitive Surgical is currently the focus of attention. Recently the company submitted an application to the US health authorities, the FDA, for approval for the next generation of its world-famous “da Vinci” robot system. The four-armed surgical machine is said to have “hundreds” of design changes and 10,000 times the computing power.

 

Booming chip market

Robot manufacturers are not the only ones profiting from the digital mega-trends, though, with suppliers, too – particularly in the chip sector – enjoying a boom in business. A prime example of this is Nvidia, the US semiconductor group, which in February reached a market capitalisation of more than USDtn 2 for the first time. Nvidia is regarded as a major beneficiary in the AI sector for good reason: with its high-performance chips, the Californian company controls around 80% of the global market. Its customer base includes well-known names such as Microsoft, Meta Platforms and even ChatGPT developer OpenAI. One competitor that Nvidia needs to take seriously is AMD. At the turn of the year the group positioned itself in the race for the USD 400bn AI chip market with the launch of new products. According to the company’s press release, the processors are “the most advanced AI accelerators in the industry”. The MI300X alone is expected to bring in revenue of USDbn 0.5 by the middle of the year. Over the year as a whole, sales of AI special chips are set to exceed the USDbn 2 mark by some distance.

 

Considerable track record

The booming prospects for robots and artificial intelligence have led to a sharp rise in the share prices of many protagonists in the industries. Over the last year ABB’s share has climbed 37% in value, that of Intuitive Surgical by almost two thirds, while AMD and Nvidia stock has more than doubled and tripled respectively. The positive trend is also clearly reflected in the Swissquote Robotics & Artificial Intelligence Index, the broadly diversified benchmark having appreciated by rather more than a fifth over the last twelve months. The index includes a total of 30 companies – including the stocks mentioned in this text – from the promising sectors. In terms of region, companies from the USA lead the way. At the moment the total 23 stocks from elsewhere make up 64% of the barometer’s price movement. The absolute index heavyweight, however, is the Japanese Obic, which accounts for a 6% share. There are another 3 stocks from the Far East in the selection alongside the software group, including Fanuc, the world’s largest robot manufacturer. In August 2023 the company passed the record mark of 1 million industrial robots delivered in total.

 

Three letters for success: AMC

In May 2019 Leonteq issued an actively managed certificate (AMC) on the Swissquote Robotics & Artificial Intelligence Index. This actively managed tracker enables investors to participate 1:1 in Swissquote Bank’s carefully designed barometer. The professionally managed portfolio only includes stocks that meet strictly regulated qualitative and quantitative requirements. Despite this complex process, the annual management fee is a modest 0.7%. In return, holders of the certificate get a certificate that offers a convincing combination of transparency and liquidity alongside a 30-member-strong index. The certificate allows skilful participation in the next quantum leap forward in technological development.

 

 

Tracker on the Swissquote Robotics & Artificial Intelligence Index (1 year)

 

 

 

Legal Disclaimer

 

This document constitutes Advertising within the meaning of article 68 of the FinSA.

 

This publication serves only for information purposes and is not research; it constitutes neither a recommendation for the purchase of financial instruments nor an offer or an invitation for an offer. No responsibility is taken for the correctness of this information. Investors bear the full credit risk of the issuer / [guarantor] for products which are not issued as COSI® products. Before investing in derivative instruments, investors are highly recommended to ask their financial advisor for advice specifically focused on the investor´s financial situation; the information contained in this document does not substitute such advice.

 

This publication does not constitute a simplified prospectus pursuant to art. 5 CISA, or a listing prospectus pursuant to art. 652a or 1156 of the Swiss Code of Obligations. The relevant product documentation can be obtained directly at Leonteq Securities AG via telephone +41 (0)58 800 1111, fax +41 (0)58 800 1010, or via email termsheet@leonteq.com.

 

Selling restrictions apply for the EEA, Hong Kong, Singapore,the USA, US persons, and the United Kingdom (the issuance is subject to Swiss law).

 

The Underlying’s performance in the past does not constitute a guarantee for their future performance. The financial products' value is subject to market fluctuation, which can lead to a partial or total loss of the invested capital. The purchase of the financial products triggers costs and fees. Leonteq Securities AG and/or another related company may operate as market maker for the financial products, may trade as principal, and may conclude hedging transactions. Such activity may influence the market price, the price movement, or the liquidity of the financial products.

 

Insofar as this publication contains information relating to a Packaged Retail and Insurance-based Investment Product (PRIIP), a Key Information Document in accordance with Regulation (EU) No 1286/2014 (PRIIPs Regulation) is available at https://www.priipkidportal.com/

 

Any - including only partial - reproduction of any article or picture is solely permitted based on an authorization from Leonteq Securities AG. No responsibility is assumed in case of unsolicited delivery.

 

© Leonteq Securities AG 2023. All rights reserved.

 

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Investing in digital fortresses - cybersecurity with a safety net  (Bank Julius Baer & Co. Ltd., 04.03.2024)
As our personal and business lives become increasingly digital, the threat of cyberattacks is growing significantly. It is therefore more important than ever to have adequate cybersecurity measures in place. After a strong outperformance in the second half of 2023, the cybersecurity theme is now discounting a strong recovery in spending, and valuations appear high.

Generally, we believe that the structural factors driving demand for cybersecurity remain as healthy as ever. And with cyberattacks becoming more sophisticated by the day, cybersecurity remains a dominant topic across global information technology departments. Admittedly, the valuations of many cybersecurity stocks have risen and now look expensive. At the same time, factors such as the elongated sales cycles, increased spending scrutiny, and longer payment terms are not adequately reflected in stock prices.

 

Against this backdrop, investors could consider a capital-protected solution on the Julius Baer Next Generation Cybersecurity Index, which is currently in subscription. The product offers a minimum redemption amount at maturity as well as a high degree of upside participation up to the barrier of 132%.

 

For further information about this product, click here.

 

 

IMPRINT

This content constitutes marketing material and is not the result of independent financial/investment research. It has been produced by Bank Julius Baer & Co. Ltd., Zurich, which is authorised and regulated by the Swiss Financial Market Supervisory Authority FINMA.

 

This content is intended for information purposes only and does not constitute advice, an offer or an invitation by, or on behalf of, Julius Baer to buy or sell any securities, securities-based derivatives or other products or to participate in any particular trading strategy in any jurisdiction.

 

Julius Baer does not accept liability for any loss arising from the use of this document.

 

This content may include figures relating to simulated past performance. Past performance, simulations and performance forecasts are not reliable indicators of future results.

 

For further details about risks and suitability, as well as important legal information, please consult the following link: IMPORTANT LEGAL INFORMATION

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UBS Group AG
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