1. Newsroom
  2. Investment Update panel addresses Asia clients and prospects
Analysen 05.10.2023

Investment Update panel addresses Asia clients and prospects

Investment Update panel addresses Asia clients and prospects

Sharing insights is an important way for us to engage and connect with our clients. In September 2023, we held a series of dinners in Asia, including in Hong Kong and Singapore, in which we looked back at our mid-year "Walking the tightrope" analysis and expectations.

Investment Update 2023 was attended by about 400 clients and prospects, on 19 September at the Rosewood Hong Kong and on on 21 September at the Raffles Singapore.

Our investment experts, including Group Chief Strategist, Norman Villamin, Global Head of Forex Strategy, Peter Kinsella, as well as local investment experts, presented to the gathered guests their assessment of the past quarter in global markets and looked ahead at the likely investment climate for the coming quarters.

With the US’s and Europe’s growth set to continue to slow down and flirt with an outright recession, our panel sees it as likely that their central banks will pause their rate-hiking, keeping a cautious eye on the risk of further financial system disturbance or steep unemployment rises. Meanwhile, the ongoing central bank liquidity support could prolong global equities’ rally into year-end. Describing China’s economy as “in a ‘post-bubbles’ phase” and facing additional headwinds from the global geopolitical realignment, our experts see the possibility of tactical and cyclical opportunities presenting themselves in China. But, they noted, investors should look to diversify to other emerging markets. On the topic of foreign exchange the panel also explored the potential impact for investors of the Bank of Japan’s recent policy shift.

The next series of UBP’s Investment Outlook roadshows, looking at what 2024 may have in store, starts in Geneva in November 2023, with the sessions in Asia taking place in January 2024.

Norman Villamin Norman Villamin
Group Chief Strategist
Peter Kinsella Peter Kinsella
Global Head of Forex Strategy

Globale Aktien

In Unternehmen mit nachhaltig besserer Mehrwertschöpfung investieren.

Auch lesenswert

Analysen 19.06.2024

Impact investing: looking for diversification in emerging markets

We believe that the time is ripe to consider allocations to emerging equities for impact investors. Mathieu Nègre, Co-Head of Impact Investing, covers both the regional and thematic aspects and shares our outlook.

Analysen 18.06.2024

Hedge funds take centre stage for UBP dual events

UBP recently hosted a two-day conference on hedge funds in Geneva and London, featuring insightful panellists, to discuss and exchange ideas on the vigorous growth of the asset class.

Analysen 17.06.2024

2024 US elections comes into view

Our experts examine the tumultuous US election landscape and historical market behaviour during election years, as well as anticipate the fiscal challenges awaiting the next president amidst record-high US federal debt levels.