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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.

In this interview Mohammed Kazmi sets out to Bernard McGrath his case for investing in floating-rate notes as a way to reduce portfolio exposure to interest rates and gain from widely expected Fed rate hikes in the months ahead.

The Fed has clearly signalled that the next rate hike cycle is ahead, and bank stocks have started strong in 2022 supported by US 10-year rates, which are up by more than 20bps to 1.74%. 

Die Union Bancaire Privée, UBP SA (UBP) erweitert unter dem Dach der Privatmarktaktivitäten ihrer Abteilung UBP Private Markets Group (PMG) das Immobiliengeschäft. Dazu hat die UBP ein neues, auf Immobilien der öffentlichen Hand spezialisiertes Team rekrutiert und eine erste, auf vorgenannte Liegenschaften fokussierte Strategie lanciert.

In an effort to drive greater transparency on environmental risks and opportunities, UBP recently became a signatory to the Carbon Disclosure Project (CDP) – a global non-profit that runs the world’s leading environmental disclosure platform.

Die Union Bancaire Privée, UBP SA (UBP) bietet auf ihrer alternativen UCITS-Plattform die erste Strategie nach Artikel 8 der EU-Offenlegungsverordnung an.

Family-owned companies have outperformed the indices over the long term thanks to their unwavering focus on long-term value creation.

The S&P 500 is on track for one of its worst January performances looking as far back as 1929. With only ten other years of a January fall of > 5%, similarities and differences can help us to understand what might lie ahead for investors over the balance of the year.

Asian Private Banker (19.01.2022) -  After overseeing a more than doubling of Union Bancaire Privée’s (UBP) AUM in Asia over the last five years, Michael Blake is targeting discretionary portfolio management (DPM), private markets and China onshore for the next phase of growth at the Swiss pure-play.