Notizie

After a strong performance in November driven by the re-election of Donald Trump, US equities remain one of our key convictions.

Where should investors position themselves following Trump’s re-election? To discuss this, our expert Cédric Le Berre had a chat with our partner Bell Asset Management’s Chief Senior Strategist, Andrew Sleeman.

After a post-pandemic slump, the software sector is rebounding, with the rise of AI agents poised to drive adoption of generative AI and accelerate revenue growth.

As we prepare to launch into a new year characterised by political and geopolitical uncertainty and resilient but volatile economic data, high-quality hedge fund managers in most strategies will have a promising opportunity set in 2025.

In this podcast, our Chief Economist Patrice Gautry talks about the UBP Global Investment Committee’s views on economic growth, inflation, and interest rates in 2025.

Emerging market (EM) corporate bonds have faced considerable challenges in recent years, with rising geopolitical tensions, defaults in China’s real estate sector, and elevated global interest rates dampening investor appetite; however, the tide may be turning. A shift in the global interest rate environment – marked by a rate cut by the US Federal Reserve and a fresh economic stimulus package in China – offers an opportunity to revisit this often-overlooked asset class.