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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.

UBP in the press 08.12.2023

Family offices are the first step to tap onshore Chinese wealth

Asian Private Banker, Twinkle Sparta (27.11.2023) - For many non-Chinese private banks and wealth managers like UBP, the first foray into the Chinese wealth market is to target local wealthy family office clients.

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.

Insight 04.12.2023

UBP London’s ambitious Nature Calls conference draws a crowd

We recently held our first biodiversity conference in London, titled ‘Nature Calls!’ featuring a varied batch of panellists who led inspiring keynote speeches and discussions.

UBP in the press 01.12.2023

UBP’s Michael Blake on his supercharged strategy

Citywire Asia (27.11.2023) - In a momentous year marked by a mega-merger, ongoing market turmoil and geopolitical uncertainties, Union Bancaire Privée (UBP) has done anything but slow down.


Insight 29.11.2023

Fixed income 2024: investment grade offers attractive risk-return

Yields on investment-grade bonds are at levels not seen since the GFC, propelled by an inflation wave that caught central banks off guard, forcing them to make the fastest set of rate-hikes since the 1980s.

Insight 28.11.2023

Bell’s small & mid-cap portfolio – a bellwether

Today, global SMID caps might represent one of the last areas within equities where the balance between fundamentals and valuations has been largely preserved.

Insight 23.11.2023

UBP Impact Team’s COP28 Wish List

In what has become an annual tradition, UBP’s Impact team has written a list of the outcomes they would like to see from the COP 28 climate summit due to take place at the end of November in Dubai.

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.

Insight 22.11.2023

Looking Beyond China

As UBP launches into Investment Outlook 2024, this year titled Back to the Future, our Co-CEO Asset Management & Head of Investment Management Michaël Lok, Group Chief Strategist Norman Villamin, and Chief Economist Patrice Gautry shine a spotlight on one of its key themes: looking back at events that have led China into a post-bubble restructuring process. Our expert recommends that during this phase China-focused investors look beyond the world’s second-largest economy at other dynamic markets, such as India.

Insight 21.11.2023

European real estate: capitalising on market dislocations

The real estate market has had its share of upheavals and is in flux as Europe’s economies battle with the consequences of rising inflation and interest rates, weakening demand, and contracting exports, not to mention the unrest in Eastern Europe and the Middle East. Meanwhile real estate has its place as a value creator in investors’ portfolios.

UBP in the press 15.11.2023

UBP plans Hong Kong, Greater Bay Area expansion to satisfy growing wealth-management demand

South China Morning Post, Enoch Yiu (15.11.2023) - Over the past five years, Greater China accounts for 75 per cent of UBP’s Asia growth, says Guy de Picciotto.

UBP in the press 14.11.2023

The era of relentless Swiss franc appreciation is coming to an end

Financial Times (27.10.2023) - If the risk of wider regional conflict over Gaza recedes, the currency’s high valuation is unlikely to be sustained