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Co-Head of Swiss and Global Equity
Genebra, Suíça
English, French, German
Martin Moeller, que integrou a UBP em 2006 e é Codiretor da Equipa de Ações Suíças e Globais, especializa-se na análise de ações globais e na gestão de carteiras de ações.
Trabalha no setor bancário desde 1992. Dedica-se, desde 1998, à pesquisa de ações e à gestão de carteiras. Antes de integrar a UBP, esteve 14 anos no Deutsche Bank, em Berlim, Frankfurt e Nova Iorque, onde desempenhou várias funções, incluindo pesquisa de ações e de crédito, em particular nos setores de banca e seguros.
Tem um mestrado em Banca e Finanças da Escola de Finanças e Gestão de Frankfurt e é um CFA habilitado. Martin Moeller é autor de “Strategic Concepts of Universal Banks”, publicado em 2000.
26.11.2024
In their latest podcast, UBP’s Co-Heads of Swiss and Global Equity, Martin Moeller and Eleanor Taylor Jolidon, provide us with their insights into the equity space, and in particular global equities, as the year draws to a close and we move into 2025.
11.09.2024
You might have heard about our Swiss & Global Equity team’s investment approach, which revolves around cash-flow return on investments (known as CFROI – Source: UBS HOLT) and the selection of companies with high and stable CFROI only for some of its portfolios. This is a measure that gives an indication of a company’s ability to create value.
12.03.2024
Investors may find the strong fundamentals and stable economic, political and social aspects of Switzerland attractive in terms of equity investments in a year which may be dominated by geopolitical newsflow.
19.12.2023
Electrification, weight-loss drugs, AI, digitalisation, cryptocurrencies, ESG darlings, 3D printing and the metaverse are some of the various themes that have been moving global markets recently. However, constantly shifting business environments and rapid technological advances can sometimes lead to a bubble-bursting situation for some themes and their major players.
30.10.2023
Research has shown that 30 stocks is enough for a portfolio to efficiently diversify risks – and this without even taking into account the added benefits of active stock selection.
15.06.2022
The investment landscape has changed substantially in the last six months: conflict has broken out in Ukraine, leading to various geopolitical and social ramifications, and inflationary pressure has been rising and remains a concern across many regions.
27.05.2022
The ability to keep generating cash flow above cost of capital even during rough patches is a sign of stability in a company, says UBP’s Martin Moeller.
25.02.2021
SMID-cap equities are poised to mean revert and outperform over the next three to five years. The best time to allocate to SMID caps is when earnings are “depressed”, i.e. now.
