28.11.2023
Bell’s small & mid-cap portfolio – a bellwether
Today, global SMID caps might represent one of the last areas within equities where the balance between fundamentals and valuations has been largely preserved.
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28.11.2023
Today, global SMID caps might represent one of the last areas within equities where the balance between fundamentals and valuations has been largely preserved.
23.11.2023
In what has become an annual tradition, UBP’s Impact team has written a list of the outcomes they would like to see from the COP 28 climate summit due to take place at the end of November in Dubai.
22.11.2023
As UBP launches into Investment Outlook 2024, this year titled Back to the Future, our Co-CEO Asset Management & Head of Investment Management Michaël Lok, Group Chief Strategist Norman Villamin, and Chief Economist Patrice Gautry shine a spotlight on one of its key themes: looking back at events that have led China into a post-bubble restructuring process. Our expert recommends that during this phase China-focused investors look beyond the world’s second-largest economy at other dynamic markets, such as India.
21.11.2023
The real estate market has had its share of upheavals and is in flux as Europe’s economies battle with the consequences of rising inflation and interest rates, weakening demand, and contracting exports, not to mention the unrest in Eastern Europe and the Middle East. Meanwhile real estate has its place as a value creator in investors’ portfolios.
15.11.2023
South China Morning Post, Enoch Yiu (15.11.2023) - Over the past five years, Greater China accounts for 75 per cent of UBP’s Asia growth, says Guy de Picciotto.
14.11.2023
Financial Times (27.10.2023) - If the risk of wider regional conflict over Gaza recedes, the currency’s high valuation is unlikely to be sustained
08.11.2023
With a rebound in EPS growth expected for 2024, though with disparities between market segments, and with interest rates and inflation still at elevated levels, active management is key.
08.11.2023
Asian Private Banker, Audrey Raj (02.11.2023) - Since Eric Morin took over as head of Southeast Asia, UBP has significantly expanded its team of relationship managers, rapidly increasing its headcount for Southeast Asia as part of its ambitious strategy to capitalise on wealth opportunities in key markets like Singapore, Indonesia, Malaysia, and Thailand.
07.11.2023
Le Temps (06.11.2023) - In the last two years, returns from impact strategies have been fairly disappointing, particularly compared with investments focusing on major tech stocks.
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.
17.10.2023
Allnews, Emmanuel Garessus (09.10.2023) - UBP strategist Alonso Perez-Kakabadse took part in Ecuador’s dollarisation process. He assesses the situation in Argentina.
Oradores: Mohammed Kazmi, Nina Jahanbin
Oradores: Kier Boley, John Argi, Robert Wibberley
Oradores: Adrian Künzi