News

As we enter 2026, we maintain a constructive stance on gold, reflecting a widening investor base and its continued role in portfolio diversification.

The technology sector continues to be at the forefront of innovation, driven by the rapid adoption of artificial intelligence (AI).

Chinese authorities are now fully behind the technology sector after years of cracking down on it. Self-sufficiency in semiconductors and AI has become a top strategic priority, driven by geopolitical tensions.

La dette des marchés émergents apparaît aujourd’hui comme une opportunité d'investissement attractive, portée par des fondamentaux solides, des rendements compétitifs et une résilience économique accrue des pays émetteurs.

Equity markets have seesawed in response to renewed geopolitical threats of a transatlantic trade war. A Greenland-related U-turn at the World Economic Forum (WEF) meeting in Davos offered momentary relief.

La reconfiguration de l’ordre géopolitique mondial, couplée à la course à la suprématie autour de l’IA, constitue la pierre angulaire de l’approche de construction de portefeuille de l’UBP.