Newsroom

2023 offered a mixed bag for sustainability. While economic anxieties dominated the news cycle, significant strides were made in recognising the interconnectedness of environmental and financial well-being.

Sustainability-related investments in Switzerland returned to a growth path last year after seeing a significant drop between 2021 and 2022.

Eased ECB policies will boost Europe's recovery. As US growth normalises, developed market economies should converge in the second half of the year, while recent regional market rallies have reinforced our confidence in the UK and Switzerland.

Against a higher-for-longer interest rate landscape and limited potential for spread compression, fixed income returns will mainly derive from carry.

UBP’s Senior Investment Specialist Fredrik Langenskiöld explains why alternative investments remain crucial for portfolio diversification amid market volatility.

Hong Kong Economic Journal (17.05.2024) - US national government debt-to-GDP reached 120% in 2023, recapturing the level seen following years of wartime spending in 1945.

UBP’s impact team believes in the pivotal role regenerative agriculture has to play in addressing environmental challenges and fostering long-term prosperity. This theme can provide fertile ground for investors looking at impact investing.

In light of the extended duration of high interest rates, we’re employing a carry strategy, ramping up our allocation to high-yield bonds.

Following a relatively lacklustre performance in 2023 and the Swiss National Bank’s recent interest rate cut, is now the time to revisit the Swiss equity opportunity set? In this Investment Rendez-Vous podcast, Eleanor Taylor Jolidon, co-head of UBP’s Swiss and Global Equity team, walks us through Swiss business models, current valuations and industries of particular interest.

Hong Kong Economic Journal (19.04.2024) - Strong Q1 economic data from the US manufacturing, housing and employment sectors, combined with inflation of between 3.5–4% since mid-2023, have caused markets not to only price out the six rate cuts they had priced in up until the start of 2024, but, more recently, to also begin to question whether the Fed might forego rate cuts entirely in 2024.

Agefi Luxembourg (03.2024) - As 2023’s concentrated market rally is extending into 2024, equity investors are worried about a potential consolidation or pullback.

Financial Times (11.04.2024) - There are signs that sterling is set to embark on an upward trend after several years in the doldrums

The unexpected interest rate cut by the Swiss National Bank marks the beginning of a new cycle of global easing, paving the way for new investment opportunities in the broader market. This has bolstered the Bank’s confidence in the Swiss and UK markets, which have been lagging behind the US indices. In addition, we have locked in gains on gold, which was the top performer in March.

Our experts explore the origins of private debt—a market with a history spanning over 4,000 years, set to provide the next wave of opportunities for investors.

Agefi Luxembourg (13.03.2024) - We believe that we are at a shift in regime for fixed-income markets as central banks prepare the ground for potential rate cuts following the most aggressive tightening cycle since the 1970s.

Asian Private Banker, Carly Lau (22.03.2024) - The beauty of working for a pure play is the core focus on wealth management, where the business is not subjected to the aggressive risk culture associated with investment banking, nor exposed to the cyclical corporate lending of commercial banking.