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A stronger-than-expected US jobs report shattered nine weeks of equity gains, triggering a violent rotation out of semiconductors and forcing markets to reprice the Federal Reserve’s (Fed) policy path higher.

How UBP’s Family Office Solutions helps wealthy families preserve and transmit wealth across generations through governance, investment strategy, and family advisory.

In May, we anticipated fragmentation of global growth against a backdrop of persistently elevated interest rates and energy prices. That scenario has since materialised with a level of precision that, far from surprising us, reinforces our structural reading of markets.

Union Bancaire Privée (UBP) more than doubled its net new money (NNM) in North Asia for 2025 while capturing surging brokerage and wealth planning revenues, North Asia region head and Hong Kong CEO Teresa Lee told Asian Private Banker.

Convertible bonds allow investors to capture AI-driven growth while diversifying the risk associated with hyperscalers in equity indices.

In an environment marked by the return of inflationary tensions, the rise of AI, and the reshaping of geopolitics, Michaël Lok believes that markets are entering a new cycle.

Global equities hit new all-time highs, bonds rallied, and credit tightened, all on the hopes of a US–Iran ceasefire that remains, as yet, unsigned.

Short-term gold forecasts have been revised downward, reflecting the repricing of Federal Reserve expectations and the rise in short- and long-term interest rates observed in recent weeks.

Markets were driven by shifting rate expectations and geopolitical developments, with US–Iran tensions adding volatility.