News

Les observateurs s'attendaient à une hausse du dollar. Pour autant, ils n'avaient pas anticipé les décisions imprévisibles de la nouvelle administration américaine concernant les droits de douane.

La tendance des bénéfices des sociétés américaines est à la baisse. Sans reprise, le marché actions deviendrait surévalué.

L'argent devrait enregistrer une hausse significative dans les semaines et mois à venir, sous l’effet d'importants mouvements de stocks à l'échelle mondiale, et grâce à un profil de valorisation toujours plus attrayant.

Gold can continue to rise above levels of USD 3,000 per oz this year, as supported by several factors.

L’inévitable montée de la volatilité des taux d’intérêt pèse sur les prévisions à court terme du marché du crédit.

With Denmark-controlled Greenland attracting increasing geopolitical interest as a naval and resource-rich hotspot, our Chief Strategist looks into the factors at play for this independence-minded Arctic territory.

As part of UBP’s 2025 Investment Outlook, senior economist Carlos Casanova examines China’s recent efforts to address its structural challenges. Despite the country’s initiatives, UBP remains cautious about the prospects of the world’s second-largest economy, as they are likely to fall short of expectations.

Investing in resilient corporates which can weather such rapid transformation – and also the prospect that changes may not take place smoothly – will be key

For UBP’s Investment Outlook 2025, Europe is entering a pivotal year. According to Norman Villamin, the continent’s fragmented economy has come to a crossroads where challenges and transformation intersect.

In this podcast, our expert Mohammed Kazmi, Senior Portfolio Manager & Chief Strategist for Fixed Income, shares insights into the anticipated landscape for interest rates and credit markets in 2025.

In this podcast our Global Head of Forex Strategy Peter Kinsella sheds some light on the mechanisms behind gold’s spectacular rise.

In this podcast, our Chief Economist Patrice Gautry talks about the UBP Global Investment Committee’s views on economic growth, inflation, and interest rates in 2025.