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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.

Insight

A currency overview for 2023

UBP’s Head of Forex Strategy Peter Kinsella gives us an overview of the key currency trends to look out for in the next phase of the cycle as inflation starts easing and monetary policy tightening peaks. Watch the video. 

Insight

Spotlight on Growth Momentum in Asia

Our Asia Senior Economist Carlos Casanova takes stock of the major macroeconomic events that marked 2022.
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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Expertise

Investing in biodiversity – why and how

How does the loss and restoration of biodiversity translate to investments?


Further reading

Insight 31.01.2023

Spotlight on Growth Momentum in Asia

With UBP’s Investment Outlook 2023 wrapping up its global roadshow, our Asia Senior Economist Carlos Casanova takes stock of the major macroeconomic events that marked 2022 in and around China and looks ahead to the landscape unfolding in 2023.

Insight 09.01.2023

The case for Chinese onshore convertible bonds

The Chinese onshore convertible bond market is the second-largest in the world. It has soared dramatically since early 2017 due to regulatory changes promoting more transparent financing. It is dominated by mid- and large-cap names offering diversified and balanced exposure to domestic Chinese growth.

Insight 06.01.2023

COP 15: Historic agreement beats expectations, but implementation is key

The long-awaited second part of COP 15 (the UN conference on biological diversity) has concluded, with some substantial commitments, but no real fanfare.