17.04.2024
Diversification is crucial, especially in 2024
As 2023’s concentrated market rally is extending into 2024, equity investors are worried about a potential consolidation or pullback.
Cédric Le Berre
Senior Analyst & Investment Specialist
Geneva, Svizzera
French, English, Mandarin
Cédric joined UBP in July 2013 in a dual role of investment specialist, representing our range of external managers inside and outside the firm, and fund analyst, covering mainly Japanese and emerging equity managers.
Previously, he served as fund selector and portfolio manager at Lloyds International Private Banking for 5 years, covering emerging markets and Japan. Before that, he worked for 5 years at Lombard Odier & Cie as an emerging markets fund analyst.
Cédric holds a master’s degree in Philosophy and Chinese from the University of Geneva and an MBA from HEC Geneva.
Più articoli di Cédric
27.03.2024
Four reasons to consider global SMID caps in 2024
As the “Magnificent 7” generate risks in the segment, diversification within equities becomes key. Global small- and mid-cap (SMID) stocks, represented by the MSCI World SMID Cap Index, are emerging as a compelling option.
01.03.2024
Favour Japan over India and China
After decades of disappointment, Japanese equities are back with a bang. The Nikkei 225 is up 41% year-on-year and 15% since the start of 2024.
06.05.2021
Why the Japanese market is performing well again
Japan’s equity markets have outpaced other major developed market equities in both 2020 and year-to-date in 2021 as the world seeks to transition to a post-pandemic recovery.
25.02.2021
UBP’s small- and mid-cap capabilities
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.