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15.06.2022
Investment Outlook 2022 – mid-year update
The investment landscape has changed substantially in the last six months: conflict has broken out in Ukraine, leading to various geopolitical and social ramifications, and inflationary pressure has been rising and remains a concern across many regions.
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26.04.2022
“The main aim is to avoid any accidents related to rising interest rates”
Le Temps (20.04.2022) - The war in Ukraine has created a highly unusual environment for investors, writes Michaël Lok, Group Chief Investment Officer at UBP.
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19.01.2022
«The Fed will be selling bonds faster than 2017»
Finanz und Wirtschaft (17.01.2022) - Norman Villamin, CIO Wealth Management of Union Bancaire Privée, expects a radical shift in monetary policy. A tightening cycle is less bad for equities than for bonds and gold, he says.
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22.11.2021
CRISPR: the implications of gene editing
In the latest episode of UBP’s Expert series, Norman Villamin, CIO Wealth Management and Pierre Corby, Equity Analyst Healthcare, invited Dr Samarth Kulkarni, CEO of CRISPR Therapeutics, to discuss the challenges and investment opportunities offered by medical innovation, specifically in the field of gene editing.
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11.06.2021
Preparing for the start of a mini-cycle
The recovery phase of the US economic cycle is increasingly mature and looks set to transition to its next phase in the coming months, a ‘mini-cycle’ similar to those seen in the long expansions of the 1990s and in the post-Global Financial Crisis era.
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12.05.2021
The end of ICE age?
Option Finance (21.03.2021) - In the last six months there have been strategy roll-outs from three car makers which are very important for different reasons and jointly may signal an even brighter outlook for Battery Electric Vehicles (BEVs) than the current consensus, and possibly mark the beginning of the end for Internal Combustion Engine (ICE) vehicles.
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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.
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14.04.2021
The vaccine disrupting the pharma industry
UBP talks to Stéphane Bancel, Moderna CEO, to learn how the mRNA technology not only made one of the first COVID-19 vaccines possible, but, more importantly for investors, has the potential to disrupt the broader pharmaceutical industry in its wake.
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Europe: rewriting its future
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