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  • 23.01.2025

    Forecasting and AI: finance’s new frontier

    In our latest Forex Focus podcast, UBP’s Global Head of FX Strategy Peter Kinsella interviews Saeed Amen of Turnleaf Analytics on the evolution of market research with artificial intelligence.

  • 22.01.2025

    The strategic appeal of Greenland

    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.

  • 12.06.2024

    Les structurés, une solution stratégique

    Les produits structurés ont fortement évolué, notamment grâce à l’essor des réglementations, après avoir longtemps fait l’objet d’un certain scepticisme de la part des investisseurs. Ces instruments restent aujourd’hui encore réservés à un nombre très (trop) limité de clients, mais l’engouement à leur égard devrait toutefois aller crescendo dans les stratégies d’allocation d’actifs.

  • 05.06.2024

    UBP House View - June 2024

    Eased ECB policies will boost Europe's recovery. As US growth normalises, developed market economies should converge in the second half of the year, while recent regional market rallies have reinforced our confidence in the UK and Switzerland.

  • 08.05.2024

    UBP House View - May 2024

    In light of the extended duration of high interest rates, we’re employing a carry strategy, ramping up our allocation to high-yield bonds.

  • 12.04.2024

    UBP House View - April 2024

    The unexpected interest rate cut by the Swiss National Bank marks the beginning of a new cycle of global easing, paving the way for new investment opportunities in the broader market. This has bolstered the Bank’s confidence in the Swiss and UK markets, which have been lagging behind the US indices. In addition, we have locked in gains on gold, which was the top performer in March.

  • 07.03.2024

    UBP House View - March 2024

    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.

  • 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.

  • 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.

  • 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".

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