Ein auf Privatmarktanlagen fokussiertes Angebot

Infrastructure assets provide essential services to communities, facilitating the transport of people, data, and energy.

The Fed’s long-awaited rate cut in September marks the start of a new easing cycle. With the end of the higher-for-longer narrative, investor expectations have shifted, prompting portfolio adjustments and risk premia arbitrage.

Direct lending, the biggest segment in private debt, is now accessible to a broader range of investors and seeing increasing demand, boosted by its superior risk-adjusted returns and attractive features that include speed and certainty of execution.

With a rise in popularity of alternative investments in recent years, UBP is tapping the private market space with a mixture of specialist in-house expertise and a highly selective approach to third-party manager solutions.

The sort of infrastructure that traditionally springs to mind might include bridges, roads, airports, rail and power. However, it can be argued in many cases that the infrastructure built over the last few decades is no longer fit for the future needs of society, given the heightened geopolitical risk, changing demographics, and environmental considerations.

Rising interest rates have disrupted risk distribution in public and private markets, ushering in a new era distinct from the previous decade of suppressed risks and ample liquidity due to the "Fed put".

Asian Private Banker (19.01.2022) -  After overseeing a more than doubling of Union Bancaire Privée’s (UBP) AUM in Asia over the last five years, Michael Blake is targeting discretionary portfolio management (DPM), private markets and China onshore for the next phase of growth at the Swiss pure-play.

Financial Investigator (01.10.2021) - Private debt can boost the supply of social and affordable housing, for the benefit of investors and low-income residents alike. We see potential for a long-running investment theme.