Notizie

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) - In the last two years, returns from impact strategies have been fairly disappointing, particularly compared with investments focusing on major tech stocks.

Research has shown that 30 stocks is enough for a portfolio to efficiently diversify risks – and this without even taking into account the added benefits of active stock selection.

Allnews, Emmanuel Garessus (09.10.2023) - UBP strategist Alonso Perez-Kakabadse took part in Ecuador’s dollarisation process. He assesses the situation in Argentina.

Pharma is a complex and fast-changing industry that plays a vital role in improving health outcomes and global access to medicines.

Le Temps - (28.08.2023) - While they’re going through a bit of a rough patch, private markets have performed better in the last couple of decades than their public market peers.

Allnews - Emmanuel Garessus (11.09.2023) - As summer comes to an end, the challenge will be to encourage private clients to take on more risk again in their portfolios, says Nicolas Faller, Co-CEO Asset Management at UBP.