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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.

Mit der Corona-Pandemie hat sich in Umrissen eine neue Weltwirtschaftsordnung abgezeichnet. Dieser externe Schock, der die Welt zwischen 2020 und 2022 in ihren Grundfesten erschüttert hat, war Auslöser für die Herausbildung einer neuen globalen Ordnung.

Investing in resilient corporates which can weather such rapid transformation – and also the prospect that changes may not take place smoothly – will be key

For UBP’s Investment Outlook 2025, Europe is entering a pivotal year. According to Norman Villamin, the continent’s fragmented economy has come to a crossroads where challenges and transformation intersect.

From 9–12 December, Building Bridges attracted over 3,000 professionals from banks, insurance companies, big corporations, governments, international organisations, NGOs and academia for more than 70 plenary sessions, discussions, and workshops. Combined with over 6,000 viewers online, attendance at the 2024 edition of Switzerland’s leading sustainable finance event reached a record high.

In this podcast, our expert Mohammed Kazmi, Senior Portfolio Manager & Chief Strategist for Fixed Income, shares insights into the anticipated landscape for interest rates and credit markets in 2025.