News

As the earnings season ends, US tech companies have exhibited robust results, propelling the Nasdaq Composite to a record high. The Bank maintains its convictions on US and Japanese equities while favouring India over China for emerging market growth exposure. We tactically increased our position on gold on the back of central bank demand and geopolitical uncertainties.

The launch of the UN’s Sustainable Development Goals (SDGs) in 2015 provided a road map for addressing the most pressing issues facing our society by 2030 and beyond. 

The mood around Hong Kong’s markets is pretty gloomy these days.

Après des décennies de déception, les actions japonaises sont en forte hausse. L’indice Nikkei 225 a gagné 41% en un an et 15% depuis le début de 2024.

Despite still being in its infancy, generative AI has already proved to be a boon for big tech names, but can it be used more widely, and if so, how and by whom?

The Swiss private bank is looking to expand its Middle East business by targeting new markets in the region.

In January, gold traded in a tight range of between USD 2,000 and USD 2,050 per oz. This tight trading range reflected a generally subdued trading environment – three-month implied volatilities fell to levels of around 10% – which is a relatively low level of volatility for the yellow metal.

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.

Our expert gives its take on prospects for key hedge fund investment strategies in the coming months.

Les experts de l'UBP Norman Villamin et Eleanor Taylor Jolidon présentent leurs prévisions pour l’économie et les marchés actions.