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In our latest Forex Focus podcast, UBP’s Global Head of FX Strategy Peter Kinsella interviews Saeed Amen of Turnleaf Analytics on the evolution of market research with artificial intelligence.

With Denmark-controlled Greenland attracting increasing geopolitical interest as a naval and resource-rich hotspot, our Chief Strategist looks into the factors at play for this independence-minded Arctic territory.

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.

Since the beginning of the year, gold prices have risen by nearly 40%, outpacing every major developed market equity index – even the S&P 500.

With voting now completed across the continental United States, it is confirmed that Donald Trump is making a comeback to the White House.

At Union Bancaire Privée (UBP), External Asset Managers (EAMs) represent around CHF 20 billion in assets under management (AuM), and so the service and support it provides to EAMs is an important part of UBP’s business. We spoke about UBP’s EAM business in Switzerland with those that lead it. 

The Fed’s long-awaited rate cut in September marks the start of a new easing cycle. With the end of the higher-for-longer narrative, investor expectations have shifted, prompting portfolio adjustments and risk premia arbitrage.

Over the summer months, gold rose to new all-time highs at levels of around USD 2,685 per oz. The nearly relentless rise in the gold price reflects several factors.

In mid-August, UBP raised its conviction rating on hedge funds from 3/5 to 4/5, reflecting the belief that alternative investments are well-positioned to navigate the shifting market landscape.