1. Sala de redação
  2. Navigating choppy waters
Menu
Insight 01.06.2018

Navigating choppy waters

Navigating choppy waters

After strong growth in Q4, activity was relatively weak in Q1, particularly in developed economies. Where is the global economy going in the next quarters?



Key Points

  • The US economy is in relatively better shape than other developed countries.
  • The eurozone is facing more moderate growth than expected, and political worries are coming back.
  • In emerging countries, growth is on trend, but US policy is still a source of uncertainty.
UBP Market Insight
Expertise

Ações globais

Invista em empresas com uma capacidade de criação de valor superior e sustentável


Further reading

Insight 21.05.2024

Embracing regenerative agriculture for sustainable growth

UBP’s impact team believes in the pivotal role regenerative agriculture has to play in addressing environmental challenges and fostering long-term prosperity. This theme can provide fertile ground for investors looking at impact investing.

Insight 08.05.2024

UBP House View - May 2024

In light of the extended duration of high interest rates, we’re employing a carry strategy, ramping up our allocation to high-yield bonds.

Insight 26.04.2024

Swiss equities back on the radar

Following a relatively lacklustre performance in 2023 and the Swiss National Bank’s recent interest rate cut, is now the time to revisit the Swiss equity opportunity set? In this Investment Rendez-Vous podcast, Eleanor Taylor Jolidon, co-head of UBP’s Swiss and Global Equity team, walks us through Swiss business models, current valuations and industries of particular interest.