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Insight 02.12.2022

Weathering the coming economic storms

Weathering the coming economic storms

With clouds gathering on the investment horizon, UBP’s CIO looks at how to navigate the coming storms


In his regular look at the global economic situation, UBP’s CIO Wealth Management, Norman Villamin, talks about what pitfalls investors can expect to have to avoid, how the Bank is approaching the changing investment landscape, and what options are out there in these challenging times.

Key takeaways:

  • With the shifting of geopolitical and economic sands, there is a fine line to be walked as we wave goodbye to zero interest rates and negative inflation.
  • The fixed-income universe is set to provide some shelter against these economic headwinds through increased duration and credit risk.
  • Investors should look beyond the US for opportunities, as well as seeking out returns in the alternative space.

Norman Villamin Norman Villamin
CIO Wealth Management
VER PERFIL LINKEDIN
Expertise

Ações globais

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


Further reading

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.

Insight 12.04.2024

UBP House View - April 2024

The unexpected interest rate cut by the Swiss National Bank marks the beginning of a new cycle of global easing, paving the way for new investment opportunities in the broader market. This has bolstered the Bank’s confidence in the Swiss and UK markets, which have been lagging behind the US indices. In addition, we have locked in gains on gold, which was the top performer in March.