Norman Villamin

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

With Denmark-controlled Greenland attracting increasing geopolitical interest as a naval and resource-rich hotspot, our Chief Strategist looks into the factors at play for this independence-minded Arctic territory.

Investing in resilient corporates which can weather such rapid transformation – and also the prospect that changes may not take place smoothly – will be key

For UBP’s Investment Outlook 2025, Europe is entering a pivotal year. According to Norman Villamin, the continent’s fragmented economy has come to a crossroads where challenges and transformation intersect.

The statements in late 2024 from China’s central bank and the country’s Politburo sparked hopes of a ‘whatever it takes’ moment, only to see these dashed, as policy actions have fallen short of expectations.

With voting now completed across the continental United States, it is confirmed that Donald Trump is making a comeback to the White House.

As the US elections loom large on the horizon, investors are bracing for market turbulence.

After a historic US pre-election debate, commentators agree Kamala Harris has profited, while Donald Trump’s ratings slipped, but how have markets responded?

The market turmoil of recent weeks has shifted the probability of a Fed rate cut dramatically from only several weeks ago. Indeed, whereas markets were previously cautious about a rate cut as early as September, by mid-August, markets began to price in an equal probability of a 25 bps rate cut as a 50 bps cut in September.