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UBP House View - September 2025
UBP House view

09.09.2025

UBP House View - September 2025

The Fed now appears to prioritise labour market stability over inflation risks, prompting us to reshape our investment strategy and overall asset allocation.

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  • 08.09.2025

    UBP Weekly View - Soft US labour data raise Fed rate cut expectations

    Without further pressure from the White House, the Fed is set to cut rates in September. Markets are debating whether the move will be 25 or 50 basis points after weak payroll figures, though we continue to expect only a 25-bp cut given the persistent inflationary pressures. The prospect of lower rates has buoyed equities, while attention this week will turn to US inflation data for evidence of tariff-related effects.

  • 08.09.2025

    Towards a lower rate era

    The start of autumn marks a turning point for the Federal Reserve; our rate outlook is shifting accordingly.

  • The love of the game: Football and hockey commentators after work

    Passionate about football and hockey respectively, these two colleagues have put their eloquence to good use by being sports journalists in their free time.

  • 01.09.2025

    UBP Weekly View - Nvidia disappoints, yet tech stocks advance

    While President Trump is pressing for greater influence over the Fed in the pursuit of lower interest rates, US small caps continued to benefit from declining short-term US yields. Attention turned to Nvidia where strong Q2 earnings were eclipsed by underwhelming guidance and geopolitics impacting sales in China, sending the stock lower; even so, global technology equities outperformed. This week, the focus is set to shift to key US macro indicators, namely employment data.

  • 28.08.2025

    Why the Fundamentals of Impact Investing Still Matter

    As an impact investing team operating in listed equities, we decided to cut through the noise and examine the facts behind the prevailing negative narratives. Here is a list of the myths and exaggerations that we have decided to bust.

  • 25.08.2025

    The Opening of 401(k)s to Private Assets

    An executive order is opening the door for private assets to access US defined-contribution pension schemes.

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