股票：分散投资、把握增长

As global investors face evolving geopolitical and market landscapes, the Swiss equity market presents a compelling case for global portfolio diversification in 2025 and beyond.

US corporate earnings growth is slowing. Unless it picks up again, stocks will become overvalued.

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 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.

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.

In their latest podcast, UBP’s Co-Heads of Swiss and Global Equity, Martin Moeller and Eleanor Taylor Jolidon, provide us with their insights into the equity space, and in particular global equities, as the year draws to a close and we move into 2025.

Artificial intelligence has been discussed at previous climate conferences: as early as 2021 in Glasgow, there were discussions about both the benefits of AI, and the probable need for additional resources to power it.

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: UBS 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.

We explore the importance of nature in our economies and societies – the concept of 'nature-positive', and how businesses can contribute to this global societal goal – in our interview with Dr Noëlle Kümpel, Senior Advisor at BirdLife International.