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Insight 23.11.2022

UBP Investment Outlook 2023

UBP Investment Outlook 2023

UBP’s experts unveil their investment views for the upcoming year in the “Walking the tightrope” roadshow.


It’s Investment Outlook season: the “Walking the tightrope” conferences and webinars are starting on 23 November and touring Europe until 15 December. Then they pick up again in January in the Middle East and Asia. Our Co-CEO of Asset Management & Group CIO Michaël Lok, CIO of Wealth Management Norman Villamin, and Chief Economist Patrice Gautry, alongside several other experts, will present our convictions for 2023 to clients and media representatives. Investment Outlook is also a detailed brochure covering the same topics as the roadshow presentations which is available in several languages.

UBP Investment Outlook 2023 in a nutshell

Investors were buffeted throughout 2022, first by the shock of Russia’s invasion of Ukraine and then by the fastest rate-hiking cycle by the US Federal Reserve in a generation. 

Looking ahead, the agility that was required to navigate markets in 2022 will remain an asset in 2023 as the global economy treads a fine line between developed economies entering recession and emerging ones seeking to consolidate recoveries. Hedge funds should continue to provide shelter for equity investors in particular, as high interest rates, elevated volatility, and the broadest single-stock dispersion since 2007 provide multiple return drivers in the new year. 

Overall, these paradigm shifts will require investors to walk a tightrope between new opportunities and risks associated with the transition of the global economy. As a result, in 2023 we expect to continue to rely on active and dynamic risk management to help us maintain our commitment to both preserving and growing our clients’ wealth. 

Insight

Weathering the coming economic storms

With clouds gathering on the investment horizon, UBP’s CIO looks at how to navigate the coming storms. Watch the video.


Michaël Lok Michaël Lok
Group CIO
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Norman Villamin Norman Villamin
CIO Wealth Management
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Patrice Gautry Patrice Gautry
Chief Economist
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Peter Kinsella Peter Kinsella
Global Head of Forex Strategy
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Kier Boley Kier Boley
Co-Head and CIO of UBP Alternative Investment Solutions
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Fabrice Roy Fabrice Roy
Global Head of DPM
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Further reading

Insight 02.12.2022

Weathering the coming economic storms

With clouds gathering on the investment horizon, UBP’s CIO looks at how to navigate the coming storms

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Can investors begin to integrate nature-related financial risks?

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Insight 18.11.2022

Wealth planning is all about knowing your client

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