News

Piloter les flux de trésorerie dans un monde fragmenté
Corporate

14.08.2025

Piloter les flux de trésorerie dans un monde fragmenté

La moindre décision réglementaire ou évolution de l’environnement international peut remettre en cause la disponibilité des financements, l’accès aux devises ou la solvabilité perçue de certaines contreparties.

Lire la suite

Découvrir plus d'actualités

  • 13.08.2025

    Rester investi: Un levier essentiel

    Les stratégies ultradéfensives n’ont pas su tirer parti des fluctuations liées aux tensions tarifaires.

  • 11.08.2025

    UBP Weekly View - Rate-cut on the horizon

    Relief from US tariffs has fuelled renewed optimism, though commercial frictions remain, notably with India and Switzerland. Hope of a Russia–Ukraine ceasefire and rising expectations of a Federal Reserve rate cut have further buoyed equities. However, with equity valuations increasingly stretched, markets may face bouts of short-term volatility.

  • 08.08.2025

    UBP House View - August 2025

    While the US earnings season has underpinned the equity rally, emerging risks – such as tariffs slowing the economy and fuelling price pressures – warrant investors’ attention. However, these risks remain insufficient to prompt a shift in our portfolio positioning, and we continue to maintain a broad diversification across asset classes.

  • 05.08.2025

    Swiss equities in focus

    Swiss equities have delivered strong returns so far in 2025 – up 24% in USD terms – with market dynamics shifting notably between the first and second quarters. In this podcast episode, Eleanor Taylor Jolidon and Maud Giese from UBP’s Swiss & Global Equity teams explore the drivers behind this performance and what investors might expect for the rest of the year.

  • 04.08.2025

    UBP Weekly View - Tech still leading the charge

    The United Kingdom, Europe, South Korea, and potentially China in the near future: the list of US-negotiated trade deals continues to grow, yet uncertainty persists with several key partners. At the same time, investor focus is shifting back to economic fundamentals, with softer-than-expected US employment data released on Friday triggering a sell-off. Nonetheless, recent tech earnings results reaffirmed the sector’s enduring dominance.

Our latest podcasts

Our latest podcasts

Inscrivez-vous à nos newsletters