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UBP House View - January 2025
UBP House view

17.01.2025

UBP House View - January 2025

Trump's agenda of higher tariffs, tax cuts, and stricter immigration measures could, if actually implemented, spur inflationary pressures, thus curbing the momentum for interest rate cuts. This ‘higher-for-longer’ interest rate environment favours hedge funds over fixed income investments – an asset class we have downgraded from 3/5 to 2/5.

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    Investing in tomorrow: building climate-resilient portfolios

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  • 15.01.2025

    UBP Monaco embraces the spirit of sharing

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  • 14.01.2025

    UBP’s 2024 wrap-up in Asian Private Banker

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  • 13.01.2025

    The UAE’s Hedge Fund Boom: Lessons from an Emerging Financial Services Powerhouse

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  • China’s recent stimulus: enough to deliver results?

    As part of UBP’s 2025 Investment Outlook, senior economist Carlos Casanova examines China’s recent efforts to address its structural challenges. Despite the country’s initiatives, UBP remains cautious about the prospects of the world’s second-largest economy, as they are likely to fall short of expectations.

  • 09.01.2025

    Switzerland and the new world order

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