News

UBP Weekly View - Nvidia disappoints, yet tech stocks advance
UBP House view

01.09.2025

UBP Weekly View - Nvidia disappoints, yet tech stocks advance

While President Trump is pressing for greater influence over the Fed in the pursuit of lower interest rates, US small caps continued to benefit from declining short-term US yields. Attention turned to Nvidia where strong Q2 earnings were eclipsed by underwhelming guidance and geopolitics impacting sales in China, sending the stock lower; even so, global technology equities outperformed. This week, the focus is set to shift to key US macro indicators, namely employment data.

Lire la suite

Découvrir plus d'actualités

  • 28.08.2025

    Why the Fundamentals of Impact Investing Still Matter

    As an impact investing team operating in listed equities, we decided to cut through the noise and examine the facts behind the prevailing negative narratives. Here is a list of the myths and exaggerations that we have decided to bust.

  • 25.08.2025

    UBP Weekly View - Markets rally after Jackson Hole symposium

    With Fed chairman Jerome Powell opening the door to a rate cut in September, last week’s Jackson Hole symposium reinforced our forecast of two reductions this year. Global equities closed on a positive note, buoyed by the policy easing. However, the impact of tariffs must be fully assessed over the coming weeks.

  • Viser toujours plus haut

    Au-delà de sa fonction d’Assistant gestion de fortune à l’UBP, notre collègue Gabriel Matos est également un athlète professionnel de cross-country et de course à pied (1'500 mètres). Un bel exemple de conviction et d’engagement.

  • 19.08.2025

    Future-Ready: Succession Planning for the NextGen Leaders of the UAE

    The Middle East stands on the cusp of an unprecedented generational wealth transfer, with an estimated US$1 trillion poised to change hands by 2030.

  • 18.08.2025

    Approach to KPIs as Listed Impact Equity Managers

    ESMA’s recent guidance on fund naming has brought greater clarity and more concrete expectations for funds making sustainability or impact-related claims.

Our latest podcasts

Our latest podcasts

Inscrivez-vous à nos newsletters