新闻中心/瑞联卓见

Explore more news

  • 26.03.2025

    The Dollar and the Donald

    Observers and investors were expecting the US dollar to go up in value. This was without counting on the new US administration’s erratic policymaking and announcements on tariffs. Where is it going next and what other factors are affecting the greenback?

  • 04.03.2025

    Can US equities sustain their momentum?

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

  • 27.02.2025

    Silver: onwards and upwards

    At UBP, we think that silver is set to rise substantially over the coming weeks and months, reflecting large global inventory shifts and an increasingly compelling valuation profile.

  • 19.02.2025

    New record for gold

    Gold can continue to rise above levels of USD 3,000 per oz this year, as supported by several factors.

  • 04.02.2025

    The Trump Trade: Interest rates react with a jump

    The inevitable increase in interest-rate volatility is clouding the short-term outlook for the credit market.

  • 22.01.2025

    The strategic appeal of Greenland

    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.

  • 08.11.2024

    Gold: still a shining investment

    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.

  • 06.11.2024

    Trump’s Comeback: Implications for markets

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

  • 03.10.2024

    The Fed pivot: What are the implications for private market investors?

    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.

  • 01.10.2024

    The gold rush continues

    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.

  • 16.09.2024

    How market shifts are benefiting hedge funds

    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.

  • 25.07.2024

    UBP Concludes Global Mid-Year Investment Outlook

    We recently concluded a series of dynamic mid-year Investment Outlook events in key global cities, all with the theme of “Back to the Future.” 

Our latest podcasts

Our latest podcasts

订阅瑞联通讯