Notizie

UBP House View - July 2025
UBP House view

07.07.2025

UBP House View - July 2025

With summer under way, aligning income generation with long-term growth helps reinforce portfolio resilience. A well-balanced allocation remains essential to navigating the coming months with confidence.

Avanti a leggere

Più notizie

  • 07.07.2025

    UBP Weekly View - Brighter earnings outlook for US equities

    Investor sentiment in equities was buoyed last week by the passage of the ‘Big Beautiful Bill’, signs of US economic resilience, and hopes of easing trade tensions.

    US equities remain our preferred sector for the second half of the year, underpinned by stronger earnings growth expectations, a persistently weaker dollar, and significant exposure to the technology sector.

  • 04.07.2025

    Switzerland: Competing through strength not devaluation

    The Swiss model can be a source of inspiration from multiple angles for developed nations. Instead of relying on currency devaluation to boost manufacturing, Switzerland has focused on quality, resilience, and advanced industries, which has supported a robust economy that is not only often resistant to external shocks, but also anchored by low public debt as a percentage of GDP.

  • 03.07.2025

    Swiss sustainability-related investments rise, defying headwinds

    Despite complex geopolitical developments and macroeconomic uncertainty, sustainability-related investments in Switzerland totalled CHF 1,881 billion at the end of 2024 according to the Swiss Sustainable Investments Market Study 2025 – an impressive 13% increase from the previous year.

  • Art Basel - Connecting through art

    On 20 and 21 June UBP held its annual exclusive visits of Art Basel for clients: an opportunity valued by clients and bankers alike for exchanging on topics of mutual interest and nurturing their ties.

  • 30.06.2025

    UBP Weekly View - Risk appetite holds firm

    The Israel–Iran ceasefire has eased concerns about energy prices, thus curbing inflation pressures and maintaining the prospect of a rate cut by the Federal Reserve this autumn. Investor sentiment remains strong, notably on the technology sector. However, the unpredictability of geopolitical developments, coupled with the looming 90-day tariff-pause deadline, leads us to maintain a broad diversification across asset classes and regions.

Our latest podcasts

Our latest podcasts

Iscrivetevi alle nostre newsletter