Notícias

Investing in resilient corporates which can weather such rapid transformation – and also the prospect that changes may not take place smoothly – will be key

For UBP’s Investment Outlook 2025, Europe is entering a pivotal year. According to Norman Villamin, the continent’s fragmented economy has come to a crossroads where challenges and transformation intersect.

From 9–12 December, Building Bridges attracted over 3,000 professionals from banks, insurance companies, big corporations, governments, international organisations, NGOs and academia for more than 70 plenary sessions, discussions, and workshops. Combined with over 6,000 viewers online, attendance at the 2024 edition of Switzerland’s leading sustainable finance event reached a record high.

In this podcast, our expert Mohammed Kazmi, Senior Portfolio Manager & Chief Strategist for Fixed Income, shares insights into the anticipated landscape for interest rates and credit markets in 2025.

In this podcast our Global Head of Forex Strategy Peter Kinsella sheds some light on the mechanisms behind gold’s spectacular rise.

In the three years since the launch of our biodiversity strategy, the investment landscape has undergone significant transformations, particularly in the realm of biodiversity and nature finance.

After a strong performance in November driven by the re-election of Donald Trump, US equities remain one of our key convictions.

Where should investors position themselves following Trump’s re-election? To discuss this, our expert Cédric Le Berre had a chat with our partner Bell Asset Management’s Chief Senior Strategist, Andrew Sleeman.

After a post-pandemic slump, the software sector is rebounding, with the rise of AI agents poised to drive adoption of generative AI and accelerate revenue growth.

As we prepare to launch into a new year characterised by political and geopolitical uncertainty and resilient but volatile economic data, high-quality hedge fund managers in most strategies will have a promising opportunity set in 2025.

In this podcast, our Chief Economist Patrice Gautry talks about the UBP Global Investment Committee’s views on economic growth, inflation, and interest rates in 2025.

Emerging market (EM) corporate bonds have faced considerable challenges in recent years, with rising geopolitical tensions, defaults in China’s real estate sector, and elevated global interest rates dampening investor appetite; however, the tide may be turning. A shift in the global interest rate environment – marked by a rate cut by the US Federal Reserve and a fresh economic stimulus package in China – offers an opportunity to revisit this often-overlooked asset class.