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Insight 21.11.2019

UBP Investment Outlook 2020

UBP Investment Outlook 2020

The Global Economy at the Crossroads


The Investment Outlook 2020 roadshow toured in UBP’s key locations across Europe between 21 November and 5 December 2019, and is continuing in Europe, in the Middle East, and in Asia until February 2020. The conferences feature presentations by Co-CEO of Asset Management & Group CIO Michaël Lok, CIO of Wealth Management Norman Villamin, Chief Economist Patrice Gautry, and several other experts. To complement the roadshow discussions, we have also produced a brochure detailing the topics covered.

#UBPInvestmentOutlook


UBP Investment Outlook 2020 in a nutshell

Following the shock caused by near-20% declines during the fourth quarter of 2018, global equity markets rebounded strongly in early 2019 as the US Federal Reserve brought its rate hikes to an end in the first quarter before shifting to outright easing later in the year. The desynchronisation of economies and the increase in trade tensions that we predicted in 2018 materialised, and the resulting uncertainty dragged down global growth expectations throughout the year.

Looking ahead to next year, a shift from monetary to fiscal stimulus is set to take place as governments around the world enact new spending programmes, with heightened volatility during the transition, especially in early 2020.

As well as addressing portfolio allocation, covering bonds, equities and gold, as well as sectors to look out for and likely movements on the currency markets, the speakers also cover major geopolitical influences including China’s transition, the trade war, the US elections, and Brexit, and puts the spotlight on the global emergence of ESG criteria in sustainable investments, and impact investing.


Dive into the brochure for much more details and insight.


The Investment Outlook 2020 roadshow has toured Geneva, Zurich, Paris, Milan, Basel, Monaco, London, Shanghai, Taipei, Hong Kong, Lausanne, Lugano, Dubai, and Lisbon where the audience was able to meet with our experts.

Speakers

Geneva

Michaël Lok

Co-CEO Asset Management and CIO Group

Michaël joined UBP in 2015 as Co-CEO Asset Management / CIO Group.

Geneva - Paris - Lausanne

Patrice Gautry

Chief Economist

Patrice has been Chief economist at UBP for over 15 years and has 30 years’ experience in macroeconomics and investment strategy.

Zurich - Monaco - London - Milan - Basel - Lugano

Norman Villamin

Chief Investment Officer (CIO) & Head of Asset Allocation
Norman has over 20 years’ experience managing wealth both on an advisory and discretionary basis for top companies in the financial industry.

Paris - Lausanne

Marc Basselier

Head of Convertible Bonds

Marc joined UBP in 2018 from AXA IM where he headed the global and European convertible bond strategies team for over fifteen years, after his previous role as convertible arbitrage strategy fund manager at BFT.

Milan

Nicolas Delrue

Head of Investment Specialists

Nicolas heads the Bank’s investment specialist team. He also specialises in convertible bonds for which he is a senior investment specialist.

Basel

Eleanor Taylor Jolidon

Co-Head of Swiss and Global Equity

Eleanor has more than 20 years’ investment experience on the sell and buy-side.

London

Marco Pabst

Chief Investment Officer (CIO) London

Marco joined UBP as Chief Investment Officer for London in 2018 from ACPI. He has over 20 years of experience in investment management and research.

Lugano

Stefano Cividini

Head of Investment Services Lugano

Stefano Cividini has over twenty years' experience in multi-asset management, both with absolute return and with benchmarked portfolios.

Monaco

Brice Thionnet

Head of Direct Investments Group
Brice heads UBP's Direct Investments Group which offers access to exclusive direct investment opportunities in all private market spaces for qualified investors and professional clients.

Zurich - London

Peter Kinsella

Global Head of Forex Strategy

Peter has 14 years’ experience in forex. He joined UBP in 2018 from the Commonwealth Bank of Australia in London where he was Director of International Rates & FX Strategy.

Expertise

Global equities

Invest in companies with superior and sustainable value creation.


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