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In a traditional ‘balanced’ portfolio, equities often account for 50% or less of the allocation. Yet factor analysis reveals that nearly 80% of the risk stems from the equity factor.

A tentative US-Iran ceasefire drove a broad-based rally across rates, credit and risk assets last week, even as US inflation data sent mixed signals. Government bonds rose sharply as falling oil prices eased pressure on central banks.

The Boston Consulting Group’s most recent Global Wealth Report, published on 27 May, has ruffled some feathers in the Swiss finance industry, by showing that Hong Kong has for the first time overtaken Switzerland as the world’s largest wealth management centre.

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.

A stronger-than-expected US jobs report shattered nine weeks of US 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.

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.