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Electrification, weight-loss drugs, AI, digitalisation, cryptocurrencies, ESG darlings, 3D printing and the metaverse are some of the various themes that have been moving global markets recently. However, constantly shifting business environments and rapid technological advances can sometimes lead to a bubble-bursting situation for some themes and their major players.

Asian Private Banker, Twinkle Sparta (27.11.2023) - For many non-Chinese private banks and wealth managers like UBP, the first foray into the Chinese wealth market is to target local wealthy family office clients.

Markets now offer a wide range of solutions that will need to be implemented intelligently and in an agile way in 2024.

We recently held our first biodiversity conference in London, titled ‘Nature Calls!’ featuring a varied batch of panellists who led inspiring keynote speeches and discussions.

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.

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.

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

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.

Le Temps (06.11.2023) - Ces deux dernières années, les stratégies d’impact ont connu une évolution plutôt décevante comparé notamment à celles centrées sur les valeurs phares de la technologie.

La recherche a démontré qu’il était suffisant de détenir 30 actions en portefeuille pour bénéficier d’une diversification efficiente du risque, et ce sans même tenir compte des avantages additionnels liés à une sélection de titres active.

Allnews, Emmanuel Garessus (09.10.2023) - Alonso Perez-Kakabadse, stratégiste à l’UBP, a participé au processus de dollarisation en Equateur. Il analyse le cas de l’Argentine.