Value creation: a key driver in equity selection

In 2022, a survey by BNP Paribas AM and Coalition Greenwich showed that 88% of wholesale investors and 36% of institutional investors were keen on thematic strategies. 

Explore how alternative investments – especially hedge funds – are paving the way for diversified, stable returns amid market volatility.

Ahead of COP16, the UBP Biodiversity Committee met in the David Attenborough Building in Cambridge to discuss expectations of the event with their two partner organisations, the Cambridge Conservation Initiative (CCI) and the Peace Parks Foundation.

In an exclusive interview with Fredrik Langenskiöld, Senior Alternative Investment Specialist at UBP, FundsPeople explores the firm's alternative fund selection process.

The positive view towards fixed income is best expressed through the higher-income segments of the market given robust nominal GDP growth and elevated all-in yields that are still in excess of the historical returns of global equities.

Despite recent volatility, emerging markets (EMs) continue to hold significant potential for investors. The current global trends and market conditions present several tailwinds that can drive growth and create opportunities in EM fixed income investments. Here, we explore these tailwinds and discuss the investment implications for the second half of 2024.

Hedge funds are seeing positive inflows this year, says UBP’s Nicolas Faller, who also talked to us about his preferences in terms of bond and equity investments.

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.