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Our Weekly Ideas

Turbocharge Your Portfolio

2 Years 90% K.G Note with 210% Participation and 120% Cap on Crude Oil Futures (CL.1).

Published on 31st October 2023

This product has been designed for investors that have a conviction on rising Oil Prices. Factors such as the Israel-Hamas conflict and supply constraints will most likely be the main contributors to this expected upward movement in the price of Oil. This product offers a highly leveraged upside and despite its tight cap, it offers attractive potential returns over the duration of 2 Years, whilst the investor's capital is protected at 90% at maturity.

Safeguard Your Investments While Extending Portfolio Duration

3 Years 100% K.G Note with 110% Participation and 130% Cap on iShares 20+ Year Treasury Bond ETF (TLT US).

Published on 17th October 2023

This product has been designed for investors that assign a fair probability of seeing yields heading south in the near-to-medium term on one hand, but which are worried that ongoing conflicts could fuel inflationary pressure on the other hand. The leveraged upside participation allows to maximize potential gains while the 100% capital protection comes in handy to hedge the duration play.

Structured Note on Emerging Markets Equally Weighted Basket

3 Years 100% K.G Note with 207% Participation and 120% Cap on Brazil, Mexico and India EW Basket. 

Published on 15th September 2023

Our latest idea is targeted to investors that have a conviction on emerging markets. In this product we have decided to combine 3 ETFs, the iShare MSCI India, iShare MSCI Brazil and iShare MSCI Mexico. We have identified a strong past performance of our Basket, and we see this basket growing further. Our strong leverage of participation to the upside will benefit the investor strongly in this product.

Offense Wins Games, Defense Wins Championships

3 Years Autocallable EUR Note with Memory Coupons and 70% Capital Barrier on Defense WoF Basket

Published on 6th September2023

This product has been designed for investors that are seeking attractive income denominated in EUR. The defense sector has been performing remarkably well since the beginning of the war in Ukraine and is expected to maintain its positive momentum as governments allocate increasing proportions of their budgets to military spending.

The Comeback of American Banks:

3 Years 100% KG Note with 180% (or 125%) Participation and 135% Cap on WoF Basket of American Banks 

Published on 29th August 2023

This product has been designed for investors that believe that the banking industry is going to see a rebound in the near future. We have seen Banks' profits being boosted by higher spreads as well as the resilience of major American banks against rising interest rates. This note will enable the investor to have an exposure to 3 big players in the U.S Market, JP Morgan, Bank of America and Wells Fargo, whilst being 100% protected from a downturn and benefiting from a leveraged upside participation.

Achieve Superior Returns With These Outperforming Stocks

3 Years 100% KG Note with 120% Participation on WoF Basket of Outperforming Stocks

Published on 16th August 2023

This product has been designed to help investors achieve superior returns with stocks that have proven their capacity to beat the S&P 500 Index. They all demonstrate sound financial health and operate in industries that present a highly  positive outlook. This product presents an attractive risk-return profile as it offers full downside protection and leveraged upside participation.

Semiconductors Modernising Your Portfolio:

3 Years 100% KG Note with 100% Participation and 155% Cap on SemiConductors ETF

Published on 9th August 2023

This product has been designed to help investors benefit from the predicted rise in the global semiconductor market. Our analysis has led us to believe that the growth in this segment of the market is going to be driven by a strong rise in demand from 3 different sectors as well as a reduction in supply issues. 

There Is No Need To Time The Market:

5 Years Auto-callable Note with Memory Coupons and 65% Capital Barrier on the S&P500

Published on 2nd August 2023

This product has been designed to help investors navigate the current market environment. Subject to conditions, it provides attractive yearly coupons with memory features that will be paid either at maturity or before if the product is called. This way, investors do not need to time the market as they will get paid even if the S&P 500 dips and goes back to at least 90% of its initial level. It also provides full capital protection if the underlying finishes above 65% of its initial level at maturity.

Uncertain Oil Movement:

2 Years Twin Win Product on Crude Oil's Price

Published on 24th July 2023

Considering the uncertain times in the commodities market right now and more precisely the uncertain movement of the price of oil in the coming months, we have decided to design a twin win structure to be able to benefit investors who are looking to play the oil scenario but are not too convinced on which way it is going to head in the short run.

 

As our personal views are more bearish, we have decided to place a rebate on the downside participation and not on the upside. To cross the barrier, the price of crude oil would have to increase by more than 27.5% in the next 24 months which is unlikely in our opinion

Shield Your Portfolio With Cybersecurity Investments:

3 Years 100% Capital Guaranteed Note with 113.4% Participation and 150% Cap on Cybersecurity WoF Basket

Published on 29th June 2023

This product has been designed to allow investors to play the popular cybersecurity theme while making sure that their capital is well protected. The cybersecurity market is poised to benefit from the proliferation of new technologies as people and organizations are facing more cyber threats than ever. The three stocks selected are industry leaders with sound fundamentals and attractive growth potential. 

Adding a Silver Lining to your Portfolio:

3 Years 100% Capital Guaranteed Note with 125% Participation and 150% Cap on iShare Silver Trust ETF

Published on 22 June 2023

This product has been designed for investors that have a strong believe in Silver. Silver is used as a hedge against market downturns for numerous reasons and also is of great use in the Renewable Energy Sector which is rapidly growing. This product is 100% Capital Guaranteed and offers an amplified participation on the iShare Silver Trust ETF.

The New Route to India:

3 Years Capital Protected Note with 83% A rating ( or 140% BBB- Rating) Participation on iShare MSCI India

Published on 6 June 2023

This product is targeted to investors that have a strong believe in the Indian market. We have chosen the iShares MSCI India ETF as our underlying, which has an exposure to large and mid-sized in India. Factors such as the size of the domestic market as well as India being one of the most stable and fastest growing economies in the world, led us to believe that this product could bring great returns to investors portfolio.

Asia is Leading the Charge:

5 Years Outperformance Note with 122% Participation on Fidelity Asia Pacific Opp. Fund

Published on 29 May 2023

This product has been designed for investors that are looking for attractive potential returns outside of the US. Following a decade of growth, advanced economies are now struggling with high inflation, lofty debt and elevated interest rates. On the other hand, emerging markets and more particularly Asia should drive global growth in the coming years as their economies present a considerably better outlook. 

The AI in HealthCare Revolution

3 Years Capital Protected Note with 200% Participation on AI Basket

Published on 23 May 2023

This product has been designed for investors who have a conviction that AI in the healthcare industry will grow in the near future. As seen in the recent Covid-19 period, the AI in the healthcare is no longer a luxury but a necessity for our population. This is why we have structured this product with a basket of the best performing firms in the industry.

The Great Comeback of Value

5 Years 100% Capital Protected Note with 117% Participation on Value v.s. Growth

Published on 12 May 2023

This product has been designed for investors who believe that the historical performance of value and growth is cyclical and that value stocks should outperform in the upcoming cycle following a long period of growth dominance. It allows to play the trend reversal with a full protection on the downside and a leveraged participation on the upside.
 

The DeDollarisation and the Strengthening of the Renminbi

3 Years 100% Capital Guaranteed Note with 175% Participation on the USD (short) and CNH (Long)

Published on 24 April 2023

 We have structured a product that will take advantage of the "de-dollarization" effect as well as benefit from our forecasted appreciation of the Chinese Renminbi. This 100% Capital Guaranteed product has leveraged upside participation and will be Short USD and Long CNH.
 

Adding Some Green to Your Investments

3 Years 100% Capital Guaranteed Note with 165% Participation on our Renewable Energy Basket

Published on 3 April 2023

Our positive outlook on the renewable energy sector has led us to the creation of this Capital Guaranteed product, with Iberdrola and NextEra Energy being in our opinion, the two appropriate firms that will take advantage of our forecast for this market.

 

Fuelling your Portfolio:

3 Years Phoenix Autocall Memory on our Petroleum Basket, with 70% capital barrier and 13.76% Memory Coupon (p.a).

Published on 27 March 2023

We have designed a product that we believe will take advantage of the conditions that are set by the rising demand and the restrained supply of Petroleum. 

These conditions are set to rise the price of petrol and thus benefit the companies operating in that sector.

We have chosen Exxon Mobil and Chevron Corp, two very well established companies in the sector as our underlyings.

Aurora Quantitative Arbitrage

3 Years 100% Capital Guaranteed Note with 165% Participation on our Quantitative Arbitrage Strategy

Published on 13 March 2023

Aurora Quantitative Arbitrage is our newest and most innovative product yet.

This product
 is supported by our proprietary long-short quantitative model and bets on the historical convergence between the SPX Index and the TLT US ETF with an expected target return of 30%

This kind of strategy can add some diversification to your portfolio

 

Digging for More Capital Return

3 Years 100% Capital Guaranteed Note with 140% Cap on our Mining Basket

Published on 27 February 2023

We believe that 2023 will be an interesting year for the mining industry. 

We have designed a product based on 2 major companies that operate in the sector: Anglo American and Rio Tinto.

China's reopening as well as the forecasted rising demand of strategic demand over the next 5 years leads us to think that this product could be an interesting addition to investors portfolio and has the potential to offer interesting capital gain.

Who Even Cares About  Where Interest Rates are Heading

Twin-Win Structure: 100% Capital Guarantee, Participation  100%,

European Barrier: 72% / 128%, Maturity: 3 years. 

Currency: USD

Published on 14 February 2023

Uncertainty in the current interest rates directions can cause investors to be unsure about their investment decisions, this is why we have created a Twin Win structured product that has the advantage of playing both of the main opposite scenarios; a rise or stabilisation of inflation or the recession. 

This product is based on the iShares 20+ Years ETF. We have selected the best parameters available, which will benefit the investors with barriers up to +/- 28% (equivalent to 165 bps in interest rates variation); and a 15% rebate if the barriers are exceeded.

Who Even Cares about where the S&P500 is heading

Twin-Win Structure: 108% Capital Guarantee, Participation  100%,

European Barrier: 71% / 129%, Maturity: 3 years. 

Currency: USD

Published on 30 January 2023

Uncertainty in the current market conditions is a daily observation in the world of the investors. Mixed opinions on whether we are going to experience a recession or not can impact investors and their decisions.

We have structured a Twin Win product to optimise returns whilst minimising the risk factors, which should help investors gain, no matter if the S&P500 is bullish or bearish over the next 3 years.

A Potential Luxury Investment

Phoenix Memory Autocall; Coupon: 14% p.a, European Barrier: 70%, Maturity: 3 years. USD

Published on 20 January 2023

The reopening of China as well as the uptrend in Middle Eastern GDP forecast suggest that an investment in luxury stocks could be an interesting opportunity.

If you think this is the right time to invest in the industry of Luxury,

We have structured a product to take advantage of the factors that should help luxury stocks to follow an upward trend.

Lithium, a Strategic Metal

Phoenix Memory Autocall; Coupon: 19.5% p.a, European Barrier: 60%, Maturity: 3 years. USD

Published on 21 November 2022

If you think this is the right time to invest in Lithium industry,

We have structured a product to take advantage of the sharp rise of lithium price.

 

Indeed, the legislation of countries for the ecological transition will increase the demand for electric cars.

 

Secondly, the production of lithium is limited, and the demand is increasing.

The Double Market Hedge:

Twin-Win Energy: 100% Capital Guarantee, Participation 100%,
European Barrier: 60% / 130%, Maturity: 3 years. USD

Published on 19 October 2022

We believe that a capital-guaranteed twin-win product through an energy ETF is interesting in the current period of uncertainty.

 

This strategy allows us to hedge against two possible adverse scenarios:

 

-The continuous increase of inflation due to the rise of energy commodities resulting from a scenario of the war spreading in the east of Europe and OPEC's decision to cut oil production.

 

-A global recession that would push down the demand for energy commodities.

Hedging:

Published on 05 October 2022

We believe that there is still time to hedge due to the several factors:

 

  • The current limits of asset diversification.

 

  • Historically drawdowns are more frequent and deeper than investors may think.

 

  • Controlling volatility is a key factor in a portfolio's long-term performance.

The Best Investors Convictions:

The Best of Buffett:

Phoenix Memory One Star; Autocall; Coupon: 11.5%, European Barrier: 60%, Maturity: 1 years. USD

Published on 19 September 2022

Time to invest in Warren Buffett’s 5 strongest convictions is interesting.
 
First, Buffett is the most respected and successful investor in history “oracle of Omaha” with an average return of 20% since 1965.
 
Secondly, market timing seems interesting because it respects the quote of his mentor Benjamin Graham who said: “be fearful when others are greedy and greedy when others are fearful”.

Finally, this selection of companies is a good way to protect themselves from inflation thanks to their pricing power. They can increase their prices without losing market share or margins.

Contrarian Idea:

Property Market Germany

100% Capital Guarantee Shark Note: Participation: 100%, 
Barrier Up & Out:185%, Rebate: 20%, Maturity: 3 years. USD

Published on 13 September 2022

We believe that the time to invest in the German Property sector is very interesting.

 

Indeed, the turmoil in Europe has resulted in an overreaction by the German property sector.

 

  • Stocks of the major property market players have shrunk by around 40% since beginning of the Ukraine crisis.

 

  • More than half of the German population are renting their housing. This basic need will be maintained as does the income source for the underlying.

 

  • Despite inflation and interest rates increase the need for housing is strong, housing vacancy is at 1.4%

Investment Idea:

Agricultural Commodities Super Cycle

Phoenix Memory Autocall; Coupon: 9%, 
European Barrier: 60%, Maturity: 3 years. USD

Published on 02 September 2022

We believe that the time to invest in the agricultural commodities sector is very interesting.

Indeed, several factors are putting pressure on agricultural prices to continue rising.

First of all, the Ukraine war is destabilizing world production and exports for a while.

Secondly, the multiple droughts and wildfire on earth have also affected the agricultural production.

Finally, the increase in price of raw materials, of which natural gas is one of the main factors in the production of fertilizers, will support the agricultural, prices for a while longer.

Investment Idea:

Carrefour: No Smoke without Fire

Booster Note: Participation 300%; Cap 130%; 
European Barrier 75%; Maturity 5 years. USD

Download Report

Published on 07 February 2022

With a potential merger & acquisition (M&A) on the horizon, we consider that the timing is very interesting to invest in Carrefour.

Auchan and Private Equity firms' potential interest in Carrefour has been consolidated with reports claiming that they would revise the cash bid in the region of €23.50.

The revised bid represents a premium of 35% which might be significant enough to get a deal done according to Citigroup Analyst.

The latest speculations are pointing towards a merger happening after the French presidential elections in April.

We designed a Booster Note strategy which offers the possibility to track the underlying's performance in the short term and leverage the performance to 300% at maturity.

Investment Idea:

Bitcoin: The new Inflation Hedge.

Twin Win Autocallable: Coupon 10%; Downside Participation 100%;
European Barrier 58%; Maturity 9 months. USD

Download Report

Published on 18 November 2021

We believe that the timing is currently interesting to invest in Bitcoin.Some big players such as JP Morgan are very bullish on Bitcoin and 

expect a price target of $146,000 in the long term which represents an upside of 124% from now.

The SEC has recently given its approval to the ProShares Bitcoin Strategy ETF which reached $1 Billion in asset under management.

The arrival of the BITO ETF has now offered many possibilities in terms of derivative products and investment solutions.

That’s why, we designed a conservative product based on a Twin-Win strategy which allows our client to generate gains on the upside as well as partial protection on the downside.

Investment Idea:

Oil Super Cycle: Strikeback.

Protected Trader Leveraged: Participation 275%;
European Barrier 60%; Maturity 4Y. USD

Download Report

Published on 28 September 2021

We believe that the timing is currently very interesting to invest in West Texas Intermediate (WTI).

Indeed, the collapse of oil prices to less than $20 following the recession caused by the COVID-19 pandemic has accelerated the upcoming supply crisis. 

This has resulted in a drastic reduction in capital spending by international oil companies. 

On the other hand, US shale drillers are now focusing more on profitability than on growth. 

All this means that current long-term oil prices are too low to encourage oil companies to invest in future oil production, which is sorely lacking.

And this has led industry professionals and Goldman Sachs to expect a future rise in oil, with a target of between $90 and $100 by next year.

Thus Trafigura, one of the largest independent oil traders, is expecting  an oil price of $100 by 2022.

At the same time Goldman Sachs is raising its WTI target to $90 by the end of 2021.

Investment Idea:

China Long Term Trend Part 2: a repair strategy.
 
Warrant Call Up & Out : Participation 100%;
Barrier Out 130%; Rebate 5%; Cost 7,5%; Maturity 2Y. USD

Download Report

Published on 26 August 2021

We believe that in the long term it is still worthwhile to have exposure to the world's second largest economy, especially after the 26% drop from its highs. 

This brings the ETF back to very conservative valuation levels compared to the rest of the world.

Here we take stock of the recent news that caused this decline and we propose a very defensive structuring in order to initiate a position or to repair an existing one.

Indeed, we should never remain passive and suffer volatility but rather use it for our advantages.

Investment Idea:

Semiconductors the new oil Part 1
 
Warrant Call Up & Out : Participation 100%; Barrier Out 130%; Cost 8%; Maturity 3Y. USD

Download Report

Published on 10 June 2021

We believe that it is worthwhile to position ourselves in the semiconductor sector over the long term.

The semiconductor market has entered a super cycle.

According to many estimates, the semiconductor industry's turnover is expected to more than double by 2030, from 450 billion USD to 1 trillion USD.

We have designed a very defensive strategy in 2 parts.

As we have said, the market seems to have already taken a lot of good news in the short term.

We therefore propose to take positions on a 3-year Call Up & Out warrant structuring on the semiconductor sectors via iShares PHLX Semiconductor ETF.

Indeed, this strategy will serve as a performance amplifier on the Up and Out zone and the passage of time will play in our favor while limiting the risk to the premium invested.

Investment Idea:

Commodity« Supercycle »
 
Protected Tracker : Participation 393%; Cap 130%; European Barrier 60%; Maturity 5 Y. USD

Download Report

Published on 17 May 2021

We believe that timing is very interesting to invest in mining companies and especially those with copper exposure.

We have designed a conservative structuring with a protected tracker.

Copper is one of the world's most versatile metals and the third most used behind iron ore and aluminum.

It's an essential component in buildings and cars, part of the money

supply, and a key material used in renewable energy.

Given that outlook, the world's biggest copper miners should be able to continue expanding their production in the coming years

Investment Idea:

PIMCO GIS Income:

 

100% Capital Protection & Participation; Maturity 5 Y.USD

Download Report

Published on 12 April 2021

We believe that timing is very interesting to invest in the credit market through one of the best and most reputable team in the world: PIMCO.

We have designed a very conservative structuring with a guaranteed capital and 100% participation in their star fund: PIMCO GIS INCOME (69bn$).

Investment Idea:

Emerging Market Long Term Trend: 

 

Participation 94%; European Barrier 60%; Maturity 8 Y. USD

Download Report

Published on 16 February 2021

We believe that timing is very interesting to invest in Emerging Market to take advantage of short- and long-term factors which should allow it to outperform other equity markets.

We have designed a conservative structuring with a Booster Notes.

Investment Idea:

China Long Term Trend: 

 

Participation 345%; Cap 115%; European Barrier 72%; Maturity 5 Y. USD

Download Report

Published on 20 January 2021

We believe that timing is very interesting to invest in China.

We have designed a conservative structuring with a outperformance certificate.

China is still underrepresented in indices and is a land of fundamental opportunities.

The country is the engine of the global economy and has promising capacity for further growth, creating potential opportunities for discerning investors.

China’s economy is diversifying: and continues to transition from a manufacturing-heavy economic model to one that is services and consumption-led.

Is now as a tech-driven giant and has the second highest rate of investment in research and development, worldwide.

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