Swiss Life Asset Managers

Today we published our 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗹𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗥𝗲𝗽𝗼𝗿𝘁 𝟮𝟬𝟮𝟰. 🌱 The Report provides an in-depth look into how we continuously strengthen our efforts to integrate environmental, social, and governance (ESG) factors into our investment practices. It further sheds light on initiatives in our main business areas to support the transition to a low-carbon environment.  💡Learn more: https://lnkd.in/eEbXdP3M #ESG #ResponsibleInvestment

📢 Tomorrow, we will be publishing our Responsible Investment Report 2024. The report outlines our key responsible investment initiatives and explores ESG projects across all asset classes. Over the past year, we’ve intensified our efforts to reduce the carbon intensity of our directly held real estate portfolio. #ESG #ResponsibleInvestment

Der demografische Wandel gilt schon seit geraumer Zeit als Megatrend, und aktuelle Zahlen unterstreichen, dass sich diese Entwicklung weiter beschleunigt. Dieser Trend und die veränderten Bedürfnisse der älteren Generation nach alternativen Wohnformen lassen Gesundheitsimmobilien in den Fokus von Investoren und Investorinnen rücken. Erfahren Sie im Beitrag von Nikolai Schmidt auf investrends.ch, wie Anlegerinnen und Anleger mit einer paneuropäische Anlagestrategie von diesem Trend profitieren können: 👉 https://lnkd.in/e5QCPTyw #RealEstate #Healthcare #AssetManagement 🔎 Mit unseren Real-Estate-Anlagelösungen unterstützen wir unsere Kunden dabei, ihre langfristigen Anlageziele zu erreichen. Dies wiederum hilft ihren Kunden, damit sie ihre Zukunft finanziell selbstbestimmt planen können.

𝗠𝗮𝗷𝗼𝗿 𝗺𝗶𝗹𝗲𝘀𝘁𝗼𝗻𝗲 𝗿𝗲𝗮𝗰𝗵𝗲𝗱: The Lampino wind park in Apulia, Italy, is now officially producing electricity.🌍⚡With an impressive total capacity of 75.6 MW, Lampino is one of the largest wind parks in Apulia. Powered by 18 wind turbines, the plant is expected to generate a remarkable 185 gigawatt-hours (GWh) of clean energy each year – enough to power the equivalent of approximately 70’000 average Italian households annually. Following the commencement of construction in 2023 on behalf of FORTE Sviluppo, a company in the renewable energy sector and part of one of our infrastructure funds, the commissioning of the turbines marks an important step towards a sustainable future through renewable energy. #AssetManagement #InfrastructureInvestment #WindEnergy

📢𝗟𝗼𝗴𝗶𝘀𝘁𝗶𝗰𝘀 𝗡𝗲𝘄𝘀: In our ‘Stuttgart Southeast I’ logistics project in Laichingen, comprising over 21,000 m² of rental space, all three hall units have been let well ahead of completion. The long-term tenant, Wiedmann & Winz GmbH, operates across Europe as a logistics contractor for various leading German companies in sectors such as the automotive industry. 📦 💬 “Letting the property to a logistics company with regional roots that is one of the strongest performers in Baden-Württemberg confirms our approach of creating sustainable added value for the location through our projects while strengthening the region economically in the long term,” says Ingo Steves, Managing Partner Logistics at Swiss Life Asset Managers. 📍 The ‘Stuttgart Southeast I’ project is part of Swiss Life Asset Managers' Europe-wide logistics pipeline “Roots”, for which projects are currently being realised in Germany in the Allgäu, the Ruhr area and the Hanover region, among others. Many thanks to BNP Paribas Real Estate for the procurement and excellent collaboration! #logistics #projectdevelopment

𝗜𝘀 𝘁𝗵𝗲 𝗨𝗦 𝘁𝗮𝗿𝗶𝗳𝗳 𝗱𝗶𝘀𝗽𝘂𝘁𝗲 𝘀𝗶𝗴𝗻𝗮𝗹𝗹𝗶𝗻𝗴 𝗮 𝗴𝗹𝗼𝗯𝗮𝗹 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝘀𝗵𝗶𝗳𝘁? Following US President Trump’s announcement of unexpectedly wide-ranging tariffs on 2 April, the global markets have reacted sharply. Our experts Jose Antonio Blanco and Damian Künzi, CFA assess the implications for the economy and financial markets. 👉 Read the flash comment: https://lnkd.in/eUGBkm-d    For a more in-depth analysis and updated forecasts, don’t miss our upcoming Perspectives, scheduled for release on 9 May. #MarketAnalysis #EconomicImpact #TariffDispute #GlobalEconomy

The European healthcare sector remains a reliable source of long-term investment opportunities. By focusing on diversified portfolios spanning multiple countries and sectors, investors can mitigate volatility while capitalising on growth within senior housing and healthcare real estate.   Our experts Beatrice Guedj, Head of Research & Innovation, and Valérie Maréchal, Senior Fund and Portfolio Manager at Swiss Life Asset Managers France, delve into the key drivers behind this growth. Key insights include:   💡 Demographic shifts are driving demand for diverse, adaptive, and agile healthcare real estate.  💡 AI is transforming elderly care by boosting productivity and wellbeing while reducing costs.  💡 Sustainable, diversified, and localised investment strategies are crucial for long-term success. Learn more in our article on Investment & Pensions Europe (IPE): 👉 https://lnkd.in/e9SYp7tj #RealEstate #Healthcare #AssetManagement

The Hanover region is growing in importance as a major logistics hub in Europe, making logistics real estate a promising investment. 🌍 Our expert Ingo Steves, Managing Partner Logistics, Swiss Life Asset Managers Deutschland, shares his insights. Here are some key points: 🔹Strategic location: central access to Northern, Eastern and Central Europe with excellent transport links, including airports, motorways, and ports   🔹Sustainability focus: high ESG standards in all project developments, such as “Hanover North I”  🔹Growing demand: strong interest from e-commerce, automotive and retail sectors  🔹Scalability: “big boxes” for greater scalability thanks to standardised building types, to meet the increasing demand for storage space Learn more about this topic: 👉 https://lnkd.in/eE3iYGfd   #Logistics #RealEstateLogistics #Sustainability #Hanover    🔎 With our logistics real estate investment solutions, we support our clients in achieving their long-term investment objectives. This in turn helps their clients to plan long term and act in a financially self-determined manner. 

📢𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐍𝐞𝐰𝐬: 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗼𝗳 𝗮 𝗰𝗼𝗻𝘁𝗿𝗼𝗹𝗹𝗶𝗻𝗴 𝘀𝘁𝗮𝗸𝗲 𝗶𝗻 𝗘𝗹𝗶𝗮𝗻𝗰𝗲, a Spanish based provider of Helicopter Emergency Medical Services, Firefighting and Search and Rescue operations. Additionally, we will support Eliance Aviation by providing growth capital to expand Eliance’s presence in its home markets of Spain, Italy and Croatia. Existing shareholder RiverRock European Capital Partners will remain a minority investor in the company. Eliance competes in the European concession-based Aerial Emergency Services (AES) market. These markets are expected to grow at sustainable levels, with the strongest growth anticipated in Eliance's largest segment, Emergency Medical Services, which is projected to achieve a compound annual growth rate of between 3.1% to 4.5%.   🗞️ Read more in our news release: https://lnkd.in/eQ9CfK9n #AssetManagement #InfrastructureInvestment #Acquisition 

📖 Our April Perspectives are out! 👉 https://lnkd.in/dERSh28z 🔹In the US, the consumption boom has come to an end. Even Republican party supporters are experiencing somewhat of a hangover. 🔹The fiscal turnaround in Germany lays the foundation for medium and long-term revival of growth. 🔹China’s government is tackling the right issues by increasing household incomes and social security. Here are the highlights for Economics, Financial Markets and Emerging Markets – put together by our experts Marc Brütsch, Damian Künzi, CFA, Josipa Markovic, Florence Hartmann, Christoph Lauper, Andreas Homberger, Sven Kreitmair, CFA and Jose Antonio Blanco: 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰𝘀: The back and forth of tariff policy and the debates that are emerging concerning the “Mar-a-Lago Accord” to bring about a coordinated depreciation of the US dollar have significantly increased economic policy uncertainty under Donald Trump. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝘀: For April, we expect wider spreads in high yield bonds in EUR and in USD due to ongoing uncertainty related to Trump’s policies. We are neutral on investment grade bonds both in EUR and in USD, given relatively solid credit fundamentals. 𝗘𝗺𝗲𝗿𝗴𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁𝘀: India: a new global growth engine? Despite many challenges, the medium to long-term investment outlook for India remains solid. Firstly, the low level of development offers considerable scope for improvement in many areas, such as infrastructure. As a result, growth rates of around 6% are relatively easy to achieve. Moreover, the country’s fundamentals are solid, with strong institutions, a credible monetary policy, political stability and a structurally more balanced current account. 🔎 Follow our Perspectives to receive our monthly assessments of economic and financial market trends so you can gauge developments in a financially self-determined manner. #GlobalEconomy #FinancialMarkets #Economics #EmergingMarkets