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Equities remain an asset class of choice, but selectivity is more important than ever in a tough economic climate. UBP’s experts share their thoughts on key themes.

Börsen-Zeitung (07.02.2022) - Klimaneutralität ist gut und recht, muss aber mit einer «naturpositiven» Entwicklung einhergehen, erklärt Victoria Leggett, Expertin für Impact-Investing bei UBP.

Finanz und Wirtschaft (19.03.2022) - Die Anleger flüchten vor grösseren geopolitischen Risiken, steigenden Lebensmittelpreisen und höherer Inflation in sichere Werte wie Gold und treiben dessen Preis in die Höhe. Für das gelbe Metall ergibt sich längerfristig ein neues Handelsregime.

Even though Asian economies have not endorsed sanctions, the Russia–Ukraine conflict will still have major impacts on the macroeconomic backdrop in the region.

Historically low interest rates and high stock market valuations have triggered unprecedented investment flows into private markets.

Le Temps (07.03.2022) - Jedes Jahr verliert der Finanzplatz Schweiz einige Privatbanken und durch die im Jahr 2021 verzeichnete Welle von Fusionen und Akquisitionen ist ihre Zahl unter die symbolische Marke der 100 gesunken.

Nearly 50 years ago, a long simmering conflict reignited with the Fourth Arab-Israeli War culminating in a global energy shock and kicking off the 1970s stagflationary era.

BlueEarth’s Climate Growth Strategy aims to support growth companies which address global environmental challenges in areas such as energy transition, electrification, industrial process optimisation and the circular economy.

In the wake of rising geopolitical tensions surrounding the conflict between Russia and Ukraine, UBP’s Senior Economist Asia, Carlos Casanova, shares his thoughts about the impact on Asian and global financial markets.

For much of the past decade, Asia technology investors were enthralled with China’s consumer-facing tech companies due to their strong and visible growth.

The macroeconomic backdrop will remain challenging in Q1-22. However, we will likely see an inflexion point following the much-anticipated policy pivot. GDP growth to accelerate from 3.0% y/y in Q1-22 to 5.0% on average in 2022.

The energy transition will require major investment and concerted political will to deliver on net-zero targets.