股票：分散投资、把握增长

Research confirms that companies that do not embed sustainability targets into executive remuneration strategies struggle to motivate executives to adopt sustainable practices, leading to misalignment with societal expectations and stakeholder interests.

We believe that the time is ripe to consider allocations to emerging equities for impact investors. Mathieu Nègre, Co-Head of Impact Investing, covers both the regional and thematic aspects and shares our outlook.

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.

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.

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.

As 2023’s concentrated market rally is extending into 2024, equity investors are worried about a potential consolidation or pullback.

As the “Magnificent 7” generate risks in the segment, diversification within equities becomes key. Global small- and mid-cap (SMID) stocks, represented by the MSCI World SMID Cap Index, are emerging as a compelling option.

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.

The launch of the UN’s Sustainable Development Goals (SDGs) in 2015 provided a road map for addressing the most pressing issues facing our society by 2030 and beyond.