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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".

Electrification, weight-loss drugs, AI, digitalisation, cryptocurrencies, ESG darlings, 3D printing and the metaverse are some of the various themes that have been moving global markets recently. However, constantly shifting business environments and rapid technological advances can sometimes lead to a bubble-bursting situation for some themes and their major players.

Markets now offer a wide range of solutions that will need to be implemented intelligently and in an agile way in 2024.

We recently held our first biodiversity conference in London, titled ‘Nature Calls!’ featuring a varied batch of panellists who led inspiring keynote speeches and discussions.

Yields on investment-grade bonds are at levels not seen since the GFC, propelled by an inflation wave that caught central banks off guard, forcing them to make the fastest set of rate-hikes since the 1980s.

Today, global SMID caps might represent one of the last areas within equities where the balance between fundamentals and valuations has been largely preserved.

In what has become an annual tradition, UBP’s Impact team has written a list of the outcomes they would like to see from the COP 28 climate summit due to take place at the end of November in Dubai.

As UBP launches into Investment Outlook 2024, this year titled Back to the Future, our Co-CEO Asset Management & Head of Investment Management Michaël Lok, Group Chief Strategist Norman Villamin, and Chief Economist Patrice Gautry shine a spotlight on one of its key themes: looking back at events that have led China into a post-bubble restructuring process. Our expert recommends that during this phase China-focused investors look beyond the world’s second-largest economy at other dynamic markets, such as India.

The real estate market has had its share of upheavals and is in flux as Europe’s economies battle with the consequences of rising inflation and interest rates, weakening demand, and contracting exports, not to mention the unrest in Eastern Europe and the Middle East. Meanwhile real estate has its place as a value creator in investors’ portfolios.

Back to normal

La recherche a démontré qu’il était suffisant de détenir 30 actions en portefeuille pour bénéficier d’une diversification efficiente du risque, et ce sans même tenir compte des avantages additionnels liés à une sélection de titres active.

Pharma is a complex and fast-changing industry that plays a vital role in improving health outcomes and global access to medicines.

Sharing insights is an important way for us to engage and connect with our clients. In September 2023, we held a series of dinners in Asia, including in Hong Kong and Singapore, in which we looked back at our mid-year "Walking the tightrope" analysis and expectations.

Finanz und Wirtschaft (09.09.2023) - Over the summer months, gold has struggled to rise in a meaningful manner. The metal traded in a relatively tight USD 100 range this summer, roughly between USD 1,890 and USD 1,990. Gold price volatility continued to decline, and the latest one-month implied volatility is only 10%, the lowest in years. This shows that markets do not expect any sharp moves in either direction over the coming months.

With obesity on the rise all over the world despite efforts to reverse the trend, impact investors need to join the fray alongside policymakers to reduce the increased mortality and the costs caused by the condition.