11.08.2025
UBP Currency Views
The prospect of continued Fed rate cuts will weigh on the US dollar
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11.08.2025
The prospect of continued Fed rate cuts will weigh on the US dollar
08.08.2025
While the US earnings season has underpinned the equity rally, emerging risks – such as tariffs slowing the economy and fuelling price pressures – warrant investors’ attention. However, these risks remain insufficient to prompt a shift in our portfolio positioning, and we continue to maintain a broad diversification across asset classes.
05.08.2025
Swiss equities have delivered strong returns so far in 2025 – up 24% in USD terms – with market dynamics shifting notably between the first and second quarters. In this podcast episode, Eleanor Taylor Jolidon and Maud Giese from UBP’s Swiss & Global Equity teams explore the drivers behind this performance and what investors might expect for the rest of the year.
04.08.2025
The United Kingdom, Europe, South Korea, and potentially China in the near future: the list of US-negotiated trade deals continues to grow, yet uncertainty persists with several key partners. At the same time, investor focus is shifting back to economic fundamentals, with softer-than-expected US employment data released on Friday triggering a sell-off. Nonetheless, recent tech earnings results reaffirmed the sector’s enduring dominance.
31.07.2025
Global professional services provider, JTC, and Union Bancaire Privée, UBP SA (“UBP”), a leading Swiss wealth and asset manager, are pleased to announce they have reached an agreement on JTC’s proposed acquisition of Kleinwort Hambros Trust Company (CI) Limited and its subsidiaries (together "KHT"), which are wholly owned subsidiaries of UBP.
31.07.2025
David Yarrow non percorre strade scontate. Ora è uno dei fotografi d’arte più conosciuti al mondo, ma la sua vita professionale è cominciata nella finanza, dove dapprima ha lavorato come investment banker, poi ha proseguito con la gestione di un suo hedge fund. UBP Monaco ospita una mostra delle sue opere e noi siamo riusciti a intervistarlo, chiedendogli di parlarci della sua carriera e del suo processo creativo.
28.07.2025
AI is rapidly transforming the landscape of equity investing. For positive impact investors, AI presents a powerful enabling technology, one that, like electricity or the internet, can be used for both good and bad depending on how it is applied. Our focus is on how AI can serve as a catalyst for positive social and environmental outcomes while generating sustainable financial returns.
28.07.2025
Commercial agreements are fuelling market optimism, reinforcing confidence in a clear path for corporate earnings growth. As the earnings season progresses, 34% of S&P 500 constituents have published their results, with 80% surpassing analysts’ estimates. This week, attention will be focussed on key economic data and potential new trade agreements as the 1 August tariff truce deadline approaches.
21.07.2025
US banking giants led the start of the earnings season, with their management expressing confidence about consumer resilience despite economic uncertainty and price pressures, with the latter being confirmed by more solid June US headline inflation data which came in at 2.6% year-on-year. This figure also supported further consolidation of the US dollar, although we expect this to be short-lived. More corporate results are due this week and are likely to play a key role in steering market sentiment.
17.07.2025
Union Bancaire Privée registra un aumento del patrimonio gestito di oltre l’11% a 171,7 miliardi di franchi
16.07.2025
Sophie Lavaud sa cosa significa sfidare i propri limiti. Nel 2023 è stata la prima donna svizzera a completare il «grande slam» himalayano, dopo aver scalato tutte le 14 cime di 8000 metri. Ma un’alpinista del suo calibro e con la sua esperienza è consapevole dei rischi da non superare.
15.07.2025
How UBP is deepening its client-centric investment proposition in Asia?
Relatori: Eleanor Taylor Jolidon, Maud Giese
Relatori: Peter Kinsella