AIS Investment Solutions
Find here all our information and investment solutions on specific themes
[ Publications • Reports • Media Releases ]
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.
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.
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 De-Dollarisation and the strengthening of the Renminbi
Capital Guarantee: 100%
Maturity: 3 Years
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 Portfolio
Capital Guarantee: 100%
Maturity: 3 Years
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 Yo
Phoenix Auto call Memory
Memory Coupon (p.a): 13.76%
Maturity: 3 Years
Coupon Trigger/Capital Barrier: 70%
Auto Call Trigger: 100%
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
Capital Guarantee: 100%
Maturity: 3 Years
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
Capital Guarantee: 100%
Maturity: 3 Years
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.
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.
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.
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.
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%
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.
Carrefour: No Smoke without Fire
Booster Note: Participation 300%; Cap 130%;
European Barrier 75%; Maturity 5 years. USD
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.
Bitcoin: The new Inflation Hedge.
Twin Win Autocallable: Coupon 10%; Downside Participation 100%;
European Barrier 58%; Maturity 9 months. USD
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.
Oil Super Cycle: Strikeback.
Protected Trader Leveraged: Participation 275%;
European Barrier 60%; Maturity 4Y. USD
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.
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
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.
Semiconductors the new oil Part 1
Warrant Call Up & Out : Participation 100%; Barrier Out 130%; Cost 8%; Maturity 3Y. USD
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.
Commodity« Supercycle »
Protected Tracker : Participation 393%; Cap 130%; European Barrier 60%; Maturity 5 Y. USD
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
PIMCO GIS Income:
100% Capital Protection & Participation; Maturity 5 Y.USD
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$).
Emerging Market Long Term Trend:
Participation 94%; European Barrier 60%; Maturity 8 Y. USD
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.
China Long Term Trend:
Participation 345%; Cap 115%; European Barrier 72%; Maturity 5 Y. USD
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.