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Insight 17.11.2022

A look back on 2022: changing dynamics for global equities

A look back on 2022: changing dynamics for global equities

UBP’s experts share observations on a volatile year for global equity markets in a new podcast episode.


After three consecutive years of double-digit performances, 2022 recorded one of the sharpest corrections in global equity markets. In this new podcast, our experts Martin Moeller, co-head of UBP’s Swiss & Global Equities, and Ariane Kesrewani, Senior Investment Specialist, look back on the key drivers of the correction and discuss how markets could evolve in the coming year.

Key take-aways:

  • Along with the reversal of previous years’ strong performances, factors including inflation, interest rates and PMIs have also undergone a shift or intensification in 2022, while central banks are not acting to prevent or soften the economic downturn.
  • Although the value segment of the market performed relatively well at the start of the year, the environment ahead is not optimal to sustain these returns. Quality stocks, particularly after their disproportionate correction in 2022, are more likely to create value and perform over the mid-to-long term given the complicated economic backdrop.
  • Volatility is expected to continue for now. It is important for investors to extend their investment horizon, steer away from inefficient short-term market timing, and focus on proven value-creating companies that should be more immune to lower-growth environments.

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Ariane Kesrewani
Senior Investment Specialist – Swiss & Global Equities
View her Linkedin profile

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Martin Moeller
Co-Head of Swiss and Global Equity
View his Linkedin profile

Expertise

Hedge funds

UBP is one of the longest-standing investors in hedge funds and a leading European player in the sector.


Further reading

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Learning from the mistakes of the 1970s

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Insight 23.02.2023

Adapting Advisory portfolios to the improved fixed income outlook

As a decade of yield repression comes to an end, building a fixed income portfolio with an acceptable yield has become an easier task. Given a deteriorating economic background and hawkish policymakers, we believe in harvesting the attractive yields offered by short-term quality bonds, which currently have the best risk-return profile.

Insight 21.02.2023

Japan’s equity market: small is beautiful

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