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  • 11.09.2024

    Value-creators beat the fade

    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: Credit Suisse 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.

  • 26.04.2024

    Swiss equities back on the radar

    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.

  • 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.

  • 12.03.2024

    Why Swiss equities should be considered in every equity allocation in 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.

  • 02.02.2024

    Monetary policy to give way to fiscal policy

    UBP gives Allnews its latest economic and investment outlook for 2024, with Norman Villamin (N.V.), Group Chief Strategist, and Eleanor Taylor Jolidon (E.T.J.), Co-Head Swiss & Global Equity Franchise and Senior Portfolio Manager.

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