Alternatives are back with diversification opportunities

With inflation and interest rates pushing up rather than down and fast-changing policies and scenarios in the US, UBP’s fixed-income experts explore how investors can put together a flexible and resilient bond portfolio in an approach favouring the long term.

As global investors face evolving geopolitical and market landscapes, the Swiss equity market presents a compelling case for global portfolio diversification in 2025 and beyond.

Hedge funds are currently benefiting from the volatile investment climate, growing interest from pension funds, and technological advances, making them a valuable tool for generating alpha.

UBP’s Deputy Head of Private Markets Group, Gaetan Aversano, recently took part in a compelling discussion at the IPEM Cannes 2025 conference. The session, titled ‘What wealth clients really want: surprising lessons learned from the field,’ delved into the evolving preferences and needs of wealthy clients, particularly in the realm of private markets.

Looking at 2025, macroeconomic shifts and evolving investment strategies are reshaping the outlook for private markets.

The global hedge fund industry is undergoing a seismic shift, one that is redefining the map of financial services. Gone are the days when New York, London, and Hong Kong were the undisputed hubs for hedge funds.

In the three years since the launch of our biodiversity strategy, the investment landscape has undergone significant transformations, particularly in the realm of biodiversity and nature finance.

Where should investors position themselves following Trump’s re-election? To discuss this, our expert Cédric Le Berre had a chat with our partner Bell Asset Management’s Chief Senior Strategist, Andrew Sleeman.

As we prepare to launch into a new year characterised by political and geopolitical uncertainty and resilient but volatile economic data, high-quality hedge fund managers in most strategies will have a promising opportunity set in 2025.