Notizie

July reinforced our convictions on companies positioned to benefit from artificial intelligence (AI), despite the marked underperformance of US technology stocks at the beginning of the month, as a result of investor concerns about the monetisation of AI-related investments.

The Middle East crisis of 2026 has done what a decade of advocacy could not: it has succeeded in dragging the conversation about sustainability out of the climate-only shadows and placed it squarely in the spotlight of resilience.

Liquidity has become a key issue for banking stability. A bank can be profitable, have a solid  equity base, and fully comply with regulatory requirements, but it can still be vulnerable if it does not have sufficient liquidity to cope with a crisis of confidence on the part of its clients.  

I dati sul mercato del lavoro statunitense hanno registrato un rallentamento, alleviando la pressione sulla Fed affinché proceda a un aumento dei tassi di interesse nel breve termine.

L'intelligenza artificiale ha rappresentato uno dei principali driver di mercato, sostenendo le performance non solo degli asset tradizionali ma anche degli strumenti alternativi come gli hedge fund che hanno esposizione sul tema. Lo conferma anche Kier Boley, co-head e CIO di UBP Alternative Investment Solutions.