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Doubts over a December interest rate cut by the Federal Reserve and concerns over the scale and timing of AI-related capex weighed on sentiment, underscoring the fragile market landscape. Now that the US government’s 43-day shutdown has ended, investors are awaiting the delayed September non-farm payrolls report this week. The publication of the minutes from the Federal Reserve’s meeting and Nvidia’s earning report, both on Wednesday, will be also closely scrutinised.

Viele Babyboomer befinden sich zurzeit in der Entsparphase ihres finanziellen Lebens. Ihre Prioritäten haben sich vom Vermögensaufbau zur Einkommensstabilität verlagert. Im aktuellen Umfeld messen sie Diversifizierung und regelmässigen Erträgen (beispielsweise aus Kupons) grössere Bedeutung zu. Als Anleger schätzen sie die stabilen Renditen von Anleihen, insbesondere wenn sie mit Volatilitätsmanagement einhergehen, sowie die Diversifizierung, die diese Anlageklasse an sich und besonders Schwellenländeranleihen mit sich bringen.

Ten years on from the Paris Agreement, COP30 is being held at an extremely pivotal moment for climate change action, the global community, and the Earth itself. The COP30 President, Ambassador André Corrêa do Lago, has called for the accelerated implementation of the Paris Agreement at this critical time, hoping that COP30 will be a summit of solutions. As is tradition at UBP, we have put together our own wish list for what we hope can be achieved at this year’s COP summit.

Scepticism and fatigue surrounding artificial intelligence (AI), coupled with the ongoing US government shutdown and mounting concerns about the labour market, weighed on investor sentiment. The global technology sector declined, despite a steady stream of upbeat news related to AI. As the earnings season draws to a close, markets are now looking for supportive macroeconomic signals to restore confidence.

The European office market is undergoing a profound transformation, driven by shifting tenant expectations, environmental priorities, and evolving investment trends. Here, Union Bancaire Privée’s (UBP) experts examine how these changes are reshaping the sector and where opportunities may lie for forward-thinking investors.

UBP’s Alternative Investment Solutions team has reported strong performances for Q3 2025 and here share their strategic insights for Q4 and beyond.