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.
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23.01.2025
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
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 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
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
In light of the extended duration of high interest rates, we’re employing a carry strategy, ramping up our allocation to high-yield bonds.
16.04.2024
There are signs that sterling is set to embark on an upward trend after several years in the doldrums.
12.04.2024
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
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
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
Les experts de l'UBP Norman Villamin et Eleanor Taylor Jolidon présentent leurs prévisions pour l’économie et les marchés actions.
18.01.2024
Portfolio construction is back to the forefront in 2024.
21.12.2023
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".
Intervenants: Peter Kinsella
Intervenants: Norman Villamin
Intervenants: Adrian Künzi