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Yields on investment-grade bonds are at levels not seen since the GFC, propelled by an inflation wave that caught central banks off guard, forcing them to make the fastest set of rate-hikes since the 1980s.

Today, global SMID caps might represent one of the last areas within equities where the balance between fundamentals and valuations has been largely preserved.

In what has become an annual tradition, UBP’s Impact team has written a list of the outcomes they would like to see from the COP 28 climate summit due to take place at the end of November in Dubai.

As UBP launches into Investment Outlook 2024, this year titled Back to the Future, our Co-CEO Asset Management & Head of Investment Management Michaël Lok, Group Chief Strategist Norman Villamin, and Chief Economist Patrice Gautry shine a spotlight on one of its key themes: looking back at events that have led China into a post-bubble restructuring process. Our expert recommends that during this phase China-focused investors look beyond the world’s second-largest economy at other dynamic markets, such as India.

The real estate market has had its share of upheavals and is in flux as Europe’s economies battle with the consequences of rising inflation and interest rates, weakening demand, and contracting exports, not to mention the unrest in Eastern Europe and the Middle East. Meanwhile real estate has its place as a value creator in investors’ portfolios.

South China Morning Post, Enoch Yiu (15.11.2023) - Over the past five years, Greater China accounts for 75 per cent of UBP’s Asia growth, says Guy de Picciotto.

Financial Times (27.10.2023) - If the risk of wider regional conflict over Gaza recedes, the currency’s high valuation is unlikely to be sustained

Back to normal

Ticino Management (11.2023) - With a rebound in EPS growth expected for 2024, though with disparities between market segments, and with interest rates and inflation still at elevated levels, active management is key.

Asian Private Banker, Audrey Raj (02.11.2023) - Since Eric Morin took over as head of Southeast Asia, UBP has significantly expanded its team of relationship managers, rapidly increasing its headcount for Southeast Asia as part of its ambitious strategy to capitalise on wealth opportunities in key markets like Singapore, Indonesia, Malaysia, and Thailand.

Le Temps (06.11.2023) - In the last two years, returns from impact strategies have been fairly disappointing, particularly compared with investments focusing on major tech stocks.

The UBP Next Generation Academy – which recently took place again, four years after the previous edition, partly in Paris and partly in Geneva – brought together an eclectic and multicultural group of young people with a lot to share and a keen interest in learning from the course and from each other.

Research has shown that 30 stocks is enough for a portfolio to efficiently diversify risks – and this without even taking into account the added benefits of active stock selection.

In October, the Cambridge Institute of Sustainability Leadership (CISL) published a landmark report, “Let’s Discuss Nature with Climate: Engagement Guide”, which gives detailed guidance to banks and investment managers about how to bring nature into their engagement with clients and investee companies.

Union Bancaire Privée, UBP SA (UBP) announced today that it has further strengthened its emerging market (EM) fixed income capabilities by hiring three seasoned experts and developing its EM fixed income product range into a comprehensive offering embedding responsible investment principles.