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Resilient macro data, softer inflation and strong corporate earnings have helped global markets recover, with equities reaching new highs and bonds extending gains. Expectations of further Fed rate cuts supported sentiment, while the USD strengthened amid JPY weakness and gold consolidation. However, with valuations near cycle peaks and policy uncertainty still looming, investors remain focused on upcoming central bank meetings for direction.

This white paper delves into the transformative potential of infrastructure investments in addressing critical global challenges, including climate change, urbanisation, and technological advancements.

Markets have steadied after the appointment of the Lecornu II administration, yet lingering political and fiscal vulnerabilities persist.

Despite headlines of fiscal risks and political unrest, Colombia, Chile, and Peru are defying expectations with their appreciating currencies, credible policies, and strong economic fundamentals.

Every year we take ten graduates into our sought-after Graduate Programme in different locations in the Group across Europe and Asia. In September, UBP was pleased to welcome a new cohort of young talents freshly graduated from university, and to congratulate last year’s intake on the completion of their one-year induction cycle and celebrate their assignment to a fixed role.

The US government shutdown carries on, while the earnings season opened on a constructive note, nudging global equities higher amid softer trade rhetoric, resilient bank results and renewed hopes of Fed easing. These tailwinds, however, contrast with credit-quality concerns linked to regional-bank fraud reports and mounting unease over a potential AI-driven bubble, leaving markets more vulnerable to negative headlines. US inflation data due this week are expected to show moderate upward pressure.