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  • 06.02.2025

    What investors want: the growing role of private markets

    UBP’s Deputy Head of Private Markets Group, Gaetan Aversano, recently took part in a compelling discussion at the IPEM Cannes 2025 conference. The session, titled ‘What wealth clients really want: surprising lessons learned from the field,’ delved into the evolving preferences and needs of wealthy clients, particularly in the realm of private markets.

  • 06.02.2025

    UBP House View - February 2025

    On his return to the Oval Office, Donald Trump swiftly sparked uncertainty with a trade offensive against Mexico, Canada and China. We expect the return of protectionist policies to fuel market volatility in the months ahead. In this environment, hedge funds and precious metals stand out as resilient investment choices.

  • 03.02.2025

    UBP’s Private Markets Outlook 2025

    Looking at 2025, macroeconomic shifts and evolving investment strategies are reshaping the outlook for private markets.

  • 17.01.2025

    UBP House View - January 2025

    Trump's agenda of higher tariffs, tax cuts, and stricter immigration measures could, if actually implemented, spur inflationary pressures, thus curbing the momentum for interest rate cuts. This ‘higher-for-longer’ interest rate environment favours hedge funds over fixed income investments – an asset class we have downgraded from 3/5 to 2/5.

  • Trump likely to ‘move fast and break things’ to reshape the US and the world order

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

  • Europe at another crossroads

    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.

  • Where to invest in Fixed Income

    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.

  • What are the prospects for Gold & Silver

    In this podcast our Global Head of Forex Strategy Peter Kinsella sheds some light on the mechanisms behind gold’s spectacular rise.

  • 06.12.2024

    UBP House View - December 2024

    After a strong performance in November driven by the re-election of Donald Trump, US equities remain one of our key convictions.

  • 03.12.2024

    The rise of AI agents

    After a post-pandemic slump, the software sector is rebounding, with the rise of AI agents poised to drive adoption of generative AI and accelerate revenue growth.

  • Is the victory over inflation final?

    In this podcast, our Chief Economist Patrice Gautry talks about the UBP Global Investment Committee’s views on economic growth, inflation, and interest rates in 2025.

  • 28.11.2024

    Exploring Emerging Market Corporate Bonds

    Emerging market (EM) corporate bonds have faced considerable challenges in recent years, with rising geopolitical tensions, defaults in China’s real estate sector, and elevated global interest rates dampening investor appetite; however, the tide may be turning. A shift in the global interest rate environment – marked by a rate cut by the US Federal Reserve and a fresh economic stimulus package in China – offers an opportunity to revisit this often-overlooked asset class.

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