Investment focus
We have a passion for systematically exploring future-relevant themes and trends. Throughout history, investors that have bet on a megatrend at an early stage have outperformed the market by a considerable margin. With this in mind, currently we focus on the following promising themes:
Asia
From an economic point of view, the 21st century is increasingly being shaped by Asia as most economies on the continent, which is now home to around 60% of the world's population, are now organised market economies. Since 2005, we have been focusing on various Asian megatrends across numerous investment products.
Asia
From an economic point of view, the 21st century is increasingly being shaped by Asia as most economies on the continent, which is now home to around 60% of the world's population, are now organised market economies. Since 2005, we have been focusing on various Asian megatrends across numerous investment products.
It is important to us to identify promising topics with megatrend characteristics at an early stage and to make them investable for our client. Current megatrends that promise above-average growth for at least the next 10 years include high growth consumables, artificial intelligence and robotics, increasing environmental awareness, and the transformation of the energy network. Asian companies are already leading the world markets in increasingly more future technologies such as 5G, autonomous driving and battery technology. The growing momentum and the unique opportunities that Asian markets offer should therefore be weighted accordingly as part of an internationally oriented portfolio.
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Disruptive Technology
The speed at which new technologies are introduced is accelerating, while at the same time innovation cycles are becoming shorter. In turn, traditional technologies and production methods are being revolutionized and replaced at an ever-faster pace. As a result, new markets are quickly emerging where developments are no longer linear but exponential.
Disruptive Technology
The speed at which new technologies are introduced is accelerating, while at the same time innovation cycles are becoming shorter. In turn, traditional technologies and production methods are being revolutionized and replaced at an ever-faster pace. As a result, new markets are quickly emerging where developments are no longer linear but exponential.
For a long time, we have been using Uber instead of traditional taxis, asking Amazon’s Alexa to play our favourite playlist, booking our holiday home via Airbnb, reserving a hotel room on Booking.com or letting an architect guide us through our future new home using virtual reality – before even a single stone has been laid. At the same time, we can already see the imminent changes to our lifestyles to come as a result of new technological megatrends such as autonomous driving, artificial intelligence, anti-aging medicines or the metaverse. However, it's not just about revolutionary technology developments for the consumer. In the future, disruptive new technologies will also reshape the way companies work. We have been offering diversified investment solutions in the areas of e-commerce, 3D printing, Internet of Things, VR & AR, robotics and automation, blockchain, artificial intelligence and e-mobility since 2013.
What's next? While the fourth industrial revolution is gaining momentum, new technologies are already appearing on the horizon with the potential to unleash market-changing forces and make ‘science fiction’ a reality. We are thinking of terms such as 3D hologram technology, artificial flesh, air taxis and SpaceTec. Quantum computers and the quantum internet promise such unimaginable computing power that the current potential of AI will not compare. We will be able to push the boundaries of our knowledge. Whatever the future, we are constantly on the lookout for promising technologies which harbour the potential of new megatrends for our clients.
Back to overviewSustainability Revolution
Efforts to use and regenerate the resources of our earth more sustainably are increasing in politics and business worldwide. For the younger generations in particular, sustainability is a key value that is decisively changing their consumption habits.
Sustainability Revolution
Efforts to use and regenerate the resources of our earth more sustainably are increasing in politics and business worldwide. For the younger generations in particular, sustainability is a key value that is decisively changing their consumption habits. The beneficiaries of this paradigm shift are companies that offer technologies and solutions that mitigate, neutralize, or even reverse the human impact on the environment. They are active in the fields of renewable energy, hydrogen economy, e-mobility, energy storage, sharing economy, recycling, sustainable materials, food production, intelligent transport systems, water and wastewater treatment, digitization of energy systems and integration of ‘smart’ technologies into the economy. We have been investing in sustainable investment themes since 2009 and offer various investment opportunities on this important trending theme.
Back to overviewSpecial Themes
In addition to promising megatrends, which we follow closely, there are also traditional investment themes in the JPV universe that appear less often on the radar of investors, mainly because of their lower media presence. However, this does not mean that these are less interesting or lucrative.
Special Themes
In addition to promising megatrends, which we follow closely, there are also traditional investment themes in the JPV universe that appear on the radar of investors less often, mainly because of their lower media presence. However, this does not mean that these are less interesting or lucrative. Since 2003, we have consistently evaluated innovative investment opportunities for our clients in traditional sectors where correlation to the established stock markets was low - with results that are impressive. For example, we rely on world market leaders from German-speaking medium-sized companies (German Hidden Champions) or on companies that stand for the famous Swiss innovative ability (Swiss Innovation Basket) at an early stage. Other special themes with positive developments are our long-standing series ‘Gold Miners Basket’ (I-III) and ‘Global Software Basket’ (I-III). Do you have any ideas for investment themes yourself? Would you like to include these in your portfolio? We make our many years of experience, our expertise and network available to you and help you design your personally tailored stock selections and asset allocation, in an investment product such as an equity basket.
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