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Insight 27.03.2024

Four reasons to consider global SMID caps in 2024

As the “Magnificent 7” generate risks in the segment, diversification within equities becomes key. Global small- and mid-cap (SMID) stocks, represented by the MSCI World SMID Cap Index, are emerging as a compelling option.

Insight 14.03.2024

India: A New Driver Emerges

Driven by Prime Minister Narendra Modi’s economic programme, India has embarked on a phase of infrastructure investment akin to China’s in the 1990s. In our latest edition of UBP Headlines, our Group Chief Strategist Norman Villamin takes a deep dive into the booming Indian market, exploring its investment opportunities.

Insight 12.03.2024

Why Swiss equities should be considered in every equity allocation in 2024

Investors may find the strong fundamentals and stable economic, political and social aspects of Switzerland attractive in terms of equity investments in a year which may be dominated by geopolitical newsflow.

Insight 08.03.2024

International Women’s Day: The natural way to diversity is meritocracy

As the pioneering women who entered a nearly all-male finance sector become experienced and senior, the new cohort of young females arriving are bringing fresh air and a new dimension.

Insight 07.03.2024

UBP House View - March 2024

As the earnings season ends, US tech companies have exhibited robust results, propelling the Nasdaq Composite to a record high. The Bank maintains its convictions on US and Japanese equities while favouring India over China for emerging market growth exposure. We tactically increased our position on gold on the back of central bank demand and geopolitical uncertainties.

Insight 28.02.2024

Generative AI: just getting started

Despite still being in its infancy, generative AI has already proved to be a boon for big tech names, but can it be used more widely, and if so, how and by whom?


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Insight 23.11.2023

UBP Investment Outlook 2024

UBP’s experts present their investment convictions for the upcoming year in their “Back to the Future” roadshow.

Press Releases 22.01.2024

Annual results 2023

Union Bancaire Privée reports net profit of CHF 223.8 million, up 6.4% year on year.

Insight 09.11.2023

UBP House View - November 2023

Back to normal


Insight 15.02.2024

Setting sail with Justine Mettraux

We had the privilege of welcoming sailor Justine Mettraux to a unique in-house conference at the Bank. She spoke about her experiences at sea, and in particular about her preparations for the next Vendée Globe – the biggest single-handed, non-stop, round-the-world yacht race.

Insight 07.02.2024

UBP House View - February 2024

In a landscape marked by economic divergences between regions, with abating inflation and normalising interest rates, our convictions remain on the United States rather than Europe, a tech-oriented bias, and a cautious approach to China, while the return of firmer market fundamentals signal positive performances across various asset classes.

Insight 18.01.2024

UBP House View - January 2024

Portfolio construction is back to the forefront in 2024.

Insight 08.01.2024

The opportunity set in the infrastructure transition

The sort of infrastructure that traditionally springs to mind might include bridges, roads, airports, rail and power. However, it can be argued in many cases that the infrastructure built over the last few decades is no longer fit for the future needs of society, given the heightened geopolitical risk, changing demographics, and environmental considerations. 

Insight 21.12.2023

COP28: A Small Step in the Right Direction

Following up on its wish list published last month, UBP’s Impact team has looked at the outcomes of COP28, specifically as regards a call to action, the climate and nature agendas, adaptation, fossil fuels, and (once again) carbon pricing.

Insight 21.12.2023

Private Markets 2024 Outlook: Adapting to Rising Rates

Rising interest rates have disrupted risk distribution in public and private markets, ushering in a new era distinct from the previous decade of suppressed risks and ample liquidity due to the "Fed put".

Insight 19.12.2023

Keeping away from “boom & -bust” trends

Electrification, weight-loss drugs, AI, digitalisation, cryptocurrencies, ESG darlings, 3D printing and the metaverse are some of the various themes that have been moving global markets recently. However, constantly shifting business environments and rapid technological advances can sometimes lead to a bubble-bursting situation for some themes and their major players.

Insight 07.12.2023

UBP House View - December 2023

Markets now offer a wide range of solutions that will need to be implemented intelligently and in an agile way in 2024.