06.10.2025
UBP House View - October 2025
Equities are priced to perfection. We remain constructive but cautious, while staying upbeat on gold, where we have raised our conviction rating to 5 out of 5.
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06.10.2025
The US government shutdown, which began on 1 October, has delayed the release of the closely watched non-farm payrolls report. Other economic data published last week were downbeat, reinforcing our expectation that the Federal Reserve will implement two 25-basis-point rate cuts (on 29 October and 10 December) to counter labour market weakness. Meanwhile, negotiations over government spending between the Democrats and Republicans are set to continue in the run-up to the third-quarter earnings season.
Lire la suite06.10.2025
Equities are priced to perfection. We remain constructive but cautious, while staying upbeat on gold, where we have raised our conviction rating to 5 out of 5.
03.10.2025
From the resurgence of Switzerland as a wealth hub, the value of global diversification, and the personal journey that shaped Teresa Lee's leadership philosophy.
02.10.2025
This summer, some intrepid volunteers in Zurich and Geneva braved a bout of rather arduous conditions to jump in their respective lakes for a charity swim called Swim4Lémanhope to raise funds for Léman hope, which supports children with cancer.
01.10.2025
Union Bancaire Privée (UBP) is a leading partner for external asset managers (EAMs). With decades of experience working alongside EAMs, UBP stands out for its expertise and long-standing commitment to this strategic clientele. SPHERE spoke with key managers from the team to understand how the Bank is responding to the evolving needs of EAMs while consolidating its position as a market leader.
29.09.2025
Divergent remarks from Federal Reserve members combined with US macroeconomic data that was generally resilient have weighed on optimism for future rate cuts. Attention now turns to this week’s labour market report as a key gauge of job creation, while President Trump is set to meet Democratic and Republican leaders in an effort to avert a government shutdown.
26.09.2025
The region’s sovereign wealth funds along with a growing number of institutional investors and family offices, are deploying increasing volumes of capital into private markets.
Intervenants: Eleanor Taylor Jolidon, Maud Giese
Intervenants: Peter Kinsella