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10.08.2022
China: Politburo drops GDP target and decrees stability in H2 2022
GDP growth bottomed in Q2 and should recover around 5.0% y/y in H2 2022. The July Politburo meeting confirmed this, stressing “stability” and dropping the 5.5% GDP growth target. We maintain our forecast for 2022 unchanged at 3.7%.
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05.08.2022
Switzerland: a haven of resilience amid the turbulence of change
Will the first half of 2022 be remembered as the turning point? It certainly looks that way, judging by the shift in the prevailing mood since last winter.
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04.08.2022
Banking on the transition – no net zero without lenders’ support
Whether high-income banks in developed countries or microlenders in emerging markets, the banking sector and its alliances will be indispensable in decarbonising the economy and ensuring a fair transition to net zero emissions.
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23.06.2022
UBP publishes 2021 Sustainability Report
UBP today released its 2021 Sustainability Report highlighting its approach to and progress on integrating sustainability into its investments and its own operations.
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23.06.2022
Alternatives are back with diversification opportunities
Agefi Luxembourg (06.2022) - Against a backdrop of rising interest rates causing financial assets to be repriced downwards, investors may be interested in alternative strategies that show limited correlation with market indices.
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17.06.2022
Value creation: a key driver in equity selection
The Market (16.06.2022) - Even in the current difficult stock market environment, Eleanor Taylor Jolidon, Co-Head of Swiss and Global Equity at UBP, prefers growth stocks to value stocks.
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