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In their latest podcast, UBP’s Co-Heads of Swiss and Global Equity, Martin Moeller and Eleanor Taylor Jolidon, provide us with their insights into the equity space, and in particular global equities, as the year draws to a close and we move into 2025.

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.

Following a relatively lacklustre performance in 2023 and the Swiss National Bank’s recent interest rate cut, is now the time to revisit the Swiss equity opportunity set? In this Investment Rendez-Vous podcast, Eleanor Taylor Jolidon, co-head of UBP’s Swiss and Global Equity team, walks us through Swiss business models, current valuations and industries of particular interest.

As 2023’s concentrated market rally is extending into 2024, equity investors are worried about a potential consolidation or pullback.

Investors may find the strong fundamentals and stable economic, political and social aspects of Switzerland attractive in terms of equity investments in a year which may be dominated by geopolitical newsflow.

UBP gives Allnews its latest economic and investment outlook for 2024, with Norman Villamin (N.V.), Group Chief Strategist, and Eleanor Taylor Jolidon (E.T.J.), Co-Head Swiss & Global Equity Franchise and Senior Portfolio Manager.

Bilan - (28.06.2023) - After a disappointing year for tech investors in 2022 – with the Nasdaq 100 falling 33% – some observers called time on a sector that had totally dominated the last decade.

The ability to keep generating cash flow above cost of capital even during rough patches is a sign of stability in a company, says UBP’s Martin Moeller.

Selten seit Beginn der globalisierten Finanzmärkte mangelte es den Aktienmärkten derart an Visibilität. Die allgegenwärtige Gesundheitsbedrohung und die sich häufenden geopolitisch instabilen Situationen haben die Kunst der Wirtschaftsprognose kurz- und mittelfristig enorm erschwert.