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Insight 30.06.2020

UBP Investment Outlook 2020 Reset

UBP Investment Outlook 2020 Reset

The Global Economy at the Crossroads


For investors experiencing dramatic market declines followed by a sharp recovery, the first half of 2020 has been dominated by uncertainty generated by the COVID crisis and the global lockdown. While the full impact of this pandemic is yet to become clear, it is certain to lead to significant change in global economies and markets looking ahead.

In revisiting and reshaping our Investment Outlook at half-year 2020, we understand that investors are going through unprecedented and challenging times. Settled ways of allocating assets and diversifying wealth may no longer stand up to detailed scrutiny. This makes our commitment to a risk-focused asset allocation even more relevant as we continue to seek out investment opportunities across equities, bonds and alternatives.

Throughout the crisis, UBP has taken a broad-based approach looking to protect clients’ wealth even when valuation movements are extreme. We have to be mindful too of political tensions between the US and China and the potential realignment of the European Union. While highlighting suitable “safe havens”, we can also still see potential for the global economy as it takes on a new shape.

#UBPInvestmentOutlook


Dive into the brochure and podcasts for much more details and insight.

Speakers

Co-CEO Asset Management and CIO Group

Michaël Lok

Michaël Lok has been Co-CEO of UBP’s Asset Management division since 2015 and a member of its Executive Committee since 2016. He has over 20 years of experience in wealth and asset management

Chief Economist

Patrice Gautry

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

CIO Wealth Management & Head of Asset Allocation

Norman Villamin

Norman has over 20 years’ experience managing wealth both on an advisory and discretionary basis for top companies in the financial industry.

Global Head of Forex Strategy

Peter Kinsella

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.


Further reading

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.