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  • China’s recent stimulus: enough to deliver results?

    As part of UBP’s 2025 Investment Outlook, senior economist Carlos Casanova examines China’s recent efforts to address its structural challenges. Despite the country’s initiatives, UBP remains cautious about the prospects of the world’s second-largest economy, as they are likely to fall short of expectations.

  • Trump likely to ‘move fast and break things’ to reshape the US and the world order

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

  • Europe at another crossroads

    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.

  • Where to invest in Fixed Income

    In this podcast, our expert Mohammed Kazmi, Senior Portfolio Manager & Chief Strategist for Fixed Income, shares insights into the anticipated landscape for interest rates and credit markets in 2025.

  • What are the prospects for Gold & Silver

    In this podcast our Global Head of Forex Strategy Peter Kinsella sheds some light on the mechanisms behind gold’s spectacular rise.

  • Is the victory over inflation final?

    In this podcast, our Chief Economist Patrice Gautry talks about the UBP Global Investment Committee’s views on economic growth, inflation, and interest rates in 2025.

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