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Hedge funds are currently benefiting from the volatile investment climate, growing interest from pension funds, and technological advances, making them a valuable tool for generating alpha.

US corporate earnings growth is slowing. Unless it picks up again, stocks will become overvalued.

In New York as well as other major metro areas, once-bustling corporate offices are now quieter, leading companies to adjust to a new reality: remote working is no longer a temporary solution but rather a structural shift. Consequently, corporates are actively reducing their office space footprints, significantly increasing vacancies in the sector.

At UBP, we think that silver is set to rise substantially over the coming weeks and months, reflecting large global inventory shifts and an increasingly compelling valuation profile.

A new player has shaken the AI industry. DeepSeek, until recently a little-known Chinese start-up has launched DeepSeek-R1, a low-cost AI model challenging OpenAI’s ChatGPT, which is a stark reminder that the US is no longer the only competitor in the global AI race.

The post-election fiscal tightening in 2024, coupled with persistent inflationary pressures, has cast a shadow over India’s economy.

Gold can continue to rise above levels of USD 3,000 per oz this year, as supported by several factors.

The year started with volatility in rates, as the 10-year Treasury yield oscillates amid shifting market dynamics.

At the start of the year, markets dismissed the prospect of US tariffs as mere threats rather than economic realities. But the new Trump administration’s first decisive moves – targeting China, Canada, Mexico, and soon, Europe – have shattered that assumption.

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.

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.

The inevitable increase in interest-rate volatility is clouding the short-term outlook for the credit market.