Notizie

As global investors face evolving geopolitical and market landscapes, the Swiss equity market presents a compelling case for global portfolio diversification in 2025 and beyond.

Sustainable finance, which aims to invest in a way that is aligned with environmental and social objectives, needs to find a second wind.

The US–Europe relations prevailing since World War II are shifting.

Trump’s activism on the US economy is creating fears of recession. To navigate short-term turbulence, we have tactically scaled back our exposure to macro-sensitive assets, such as US equities, including US midcaps, along with high-yield and emerging-market debt, while increasing our allocation to gold.

As part of UBP’s Corporate, Social and Responsibility (CSR) activities, Geneva colleagues were recently offered the opportunity to volunteer for a local soup kitchen.

On International Women’s Day, we are thrilled to announce our support to the tri-national mountaineer Sophie Lavaud, known as ‘The 112,000 Lady’.

Hedge funds are currently benefiting from the volatile investment climate, growing interest from pension funds, and technological advances, making them a valuable tool for generating alpha.

US corporate earnings growth is slowing. Unless it picks up again, stocks will become overvalued.

In New York as well as other major metro areas, once-bustling corporate offices are now quieter, leading companies to adjust to a new reality: remote working is no longer a temporary solution but rather a structural shift. Consequently, corporates are actively reducing their office space footprints, significantly increasing vacancies in the sector.

At UBP, we think that silver is set to rise substantially over the coming weeks and months, reflecting large global inventory shifts and an increasingly compelling valuation profile.

A new player has shaken the AI industry. DeepSeek, until recently a little-known Chinese start-up has launched DeepSeek-R1, a low-cost AI model challenging OpenAI’s ChatGPT, which is a stark reminder that the US is no longer the only competitor in the global AI race.

The post-election fiscal tightening in 2024, coupled with persistent inflationary pressures, has cast a shadow over India’s economy.