News

Découvrir plus d'actualités

  • 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.

  • 06.02.2024

    Global Outlook 2024: Leading views on the year’s key hedge fund trends

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

  • 02.02.2024

    En 2024, la politique monétaire fera place à la politique budgétaire

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

  • 31.01.2024

    Four reasons for the yen’s steady appreciation this year

    Coming into 2024, here at UBP we hold a constructive view on the JPY. We anticipate that it will continue to appreciate over the course of the year, and we envisage a USD/JPY downward move to levels of around 135 by year-end, with risk skewed to the downside of this level. This represents a decline of at least 6% from current levels. Our generally constructive stance on JPY exchange rates reflects several factors.

  • 26.01.2024

    A Glittering Outlook: Gold Promises to Shine in 2024

    Zawya (20.01.2024) - 2024 will be a strong year for gold. Our expectation of ongoing price increases for the yellow metal is driven by several factors, namely the global decline in inflation, weaker USD exchange rates, increasing concerns regarding US debt sustainability, central bank gold purchases, the resilience of gold trading, and ongoing geopolitical risks.

  • 25.01.2024

    Les valeurs de la tech toujours source de performance

    Nous n'anticipons pas de baisses des taux directeurs des banques centrales avant le deuxième semestre 2024.

  • 23.01.2024

    Banques privées, le choix de l’excellence

    Les actifs sous gestion ne suffisent pas à évaluer l’importance d’une place financière ou d’une banque. Ce qui fait de la Suisse le leader mondial de la banque privée transfrontalière, c’est surtout l’excellence du service et de la gestion, davantage que la taille des actifs gérés.

  • 08.01.2024

    The opportunity set in the infrastructure transition

    The sort of infrastructure that traditionally springs to mind might include bridges, roads, airports, rail and power. However, it can be argued in many cases that the infrastructure built over the last few decades is no longer fit for the future needs of society, given the heightened geopolitical risk, changing demographics, and environmental considerations.

  • 21.12.2023

    Private Markets 2024 Outlook: Adapting to Rising Rates

    Rising interest rates have disrupted risk distribution in public and private markets, ushering in a new era distinct from the previous decade of suppressed risks and ample liquidity due to the "Fed put".

Our latest podcasts

Our latest podcasts

Inscrivez-vous à nos newsletters