新闻中心/瑞联卓见

The investment landscape has changed substantially in the last six months: conflict has broken out in Ukraine, leading to various geopolitical and social ramifications, and inflationary pressure has been rising and remains a concern across many regions.

Finews (19.05.2022) - Financial markets are not about to return to the normality of past years, says Norman Villamin, CIO Wealth Management, to finews.ch.

Le Temps (20.04.2022) - The war in Ukraine has created a highly unusual environment for investors, writes Michaël Lok, Group Chief Investment Officer at UBP.

Finanz und Wirtschaft (17.01.2022) - Norman Villamin, CIO Wealth Management of Union Bancaire Privée, expects a radical shift in monetary policy. A tightening cycle is less bad for equities than for bonds and gold, he says.

In the latest episode of UBP’s Expert series, Norman Villamin, CIO Wealth Management and Pierre Corby, Equity Analyst Healthcare, invited Dr Samarth Kulkarni, CEO of CRISPR Therapeutics, to discuss the challenges and investment opportunities offered by medical innovation, specifically in the field of gene editing.

怀抱转变

The recovery phase of the US economic cycle is increasingly mature and looks set to transition to its next phase in the coming months, a ‘mini-cycle’ similar to those seen in the long expansions of the 1990s and in the post-Global Financial Crisis era.

Option Finance (21.03.2021) - In the last six months there have been strategy roll-outs from three car makers which are very important for different reasons and jointly may signal an even brighter outlook for Battery Electric Vehicles (BEVs) than the current consensus, and possibly mark the beginning of the end for Internal Combustion Engine (ICE) vehicles.

Japan’s equity markets have outpaced other major developed market equities in both 2020 and year-to-date in 2021 as the world seeks to transition to a post-pandemic recovery.

UBP talks to Stéphane Bancel, Moderna CEO, to learn how the mRNA technology not only made one of the first COVID-19 vaccines possible, but, more importantly for investors, has the potential to disrupt the broader pharmaceutical industry in its wake.

US 10-year Treasury yields have risen 110 bps from their July, 2020 lows and 60 bps alone in 2021. Using previous bond market ‘tantrums’ going back to 2008 as a reference, a rise to as much as 1.7-2.5% may still lie ahead should the turmoil resume.

Apple, Amazon, Facebook and Alphabet/Google (‘Big Tech’) make up nearly 20% of the entire US market capitalisation by now. As a result, clouds may gather on the horizon for Big Tech in the shape of anti-trust prosecutions, increased regulation, and the prospect of adverse tax policies.