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Co-Head of Swiss and Global Equity
Genève, Suisse
Anglais, Français, German
Martin, who joined UBP in 2006 and is the Co-Head of the Swiss & Global Equity team, is specialised in the analysis of global stocks and in managing equity portfolios.
He has been in banking since 1992, and involved in equity research and portfolio management since 1998. Before joining UBP he spent 14 years at Deutsche Bank, in Berlin, Frankfurt and New York, in various roles including equity and credit research, generally focusing on banking and insurance.
He holds a master’s in Banking and Finance from the Frankfurt School of Finance & Management and is a CFA Charterholder. Martin is the author of Strategic Concepts of Universal Banks, published in 2000.
26.11.2024
In their latest podcast, UBP’s Co-Heads of Swiss and Global Equity, Martin Moeller and Eleanor Taylor Jolidon, provide us with their insights into the equity space, and in particular global equities, as the year draws to a close and we move into 2025.
11.09.2024
You might have heard about our Swiss & Global Equity team’s investment approach, which revolves around cash-flow return on investments (known as CFROI – Source: UBS HOLT) and the selection of companies with high and stable CFROI only for some of its portfolios. This is a measure that gives an indication of a company’s ability to create value.
12.03.2024
Investors may find the strong fundamentals and stable economic, political and social aspects of Switzerland attractive in terms of equity investments in a year which may be dominated by geopolitical newsflow.
19.12.2023
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.
30.10.2023
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.
15.06.2022
The investment landscape has changed substantially in the last six months: conflict has broken out in Ukraine, leading to various geopolitical and social ramifications, and inflationary pressure has been rising and remains a concern across many regions.
27.05.2022
Tant qu’une société parvient à dégager un cash flow stable supérieur aux coûts du capital, c’est un gage de stabilité, y compris lors de phases difficiles, souligne Martin Moeller d’UBP.
25.02.2021
SMID-cap equities are poised to mean revert and outperform over the next three to five years. The best time to allocate to SMID caps is when earnings are “depressed”, i.e. now.
