Newsroom

Our hedge fund insights this quarter is an update on our previous report on how market volatility impacts systematic and now discretionary strategies in 2026. 

After several years dominated by a small group of mega-cap stocks, the market environment is changing.

Nicolas Faller, Co-CEO of UBP Asset Management, which oversees EUR 34 billion in AUM, expresses confidence in a swift resolution to the conflict with Iran.

An introduction to multi-strategy. Over the past ten years, the multi-strategy sector has become the most popular area within the hedge fund (HF) universe, as well as a top destination for investor flows.

What does the future hold for Swiss asset management? Nicolas Faller, UBP's Co-CEO Asset Management, highlights the importance of specialisation, strategic acquisitions, and embracing AI to stay ahead in a competitive market.

Market conditions improved during the fourth quarter as investor focus shifted away from trade-related risks and toward the supportive effects of fiscal stimulus and a stabilising monetary policy outlook.

Twelve Securis is pleased to announce the continuation and further strengthening of its cooperation with Union Bancaire Privée (UBP) through the launch of a newly developed ILS fund.

Solid – but not overheated – growth could create fertile ground for carry-focused fixed income strategies in 2026.

Backed by solid fundamentals, competitive yields and increased economic resilience in issuing countries, emerging market debt now appears to be an attractive investment opportunity.

US labour market data indicates that the Federal Reserve is likely to maintain its monetary easing policy, a move that could have implications for bond markets.

The euro investment-grade (IG) credit market has historically delivered an average annual return of +2.8% since 2005. However, the past five years have proven particularly challenging, with returns stagnating at around 0.0%. This period was marked by a sharp 15% drawdown in 2022, driven by the energy crisis and surging inflation.