Notícias

Events in the Middle East have highlighted a profound shift in market dynamics. The very nature of volatility appears to be changing, requiring management strategies to adapt.

The Swiss franc is once again confirming its status as a major reserve currency, one that is particularly significant at a time when instability in the Middle East is causing major turbulence in global geopolitics. However, the franc’s secular strength has a downside.

The currency expert at the Swiss private bank Union Bancaire Privée expects the dollar to weaken further, takes a dim view of negative interest rates, and is taking advantage of low market volatility.

In September, gold rose to new all-time highs, approaching USD 3,700 per oz. The upward move reflected several factors.

The start of autumn marks a turning point for the Federal Reserve; our rate outlook is shifting accordingly.

Overly defensive positioning has failed to benefit from fluctuations stemming from tariff tensions.

The prospect of continued Fed rate cuts will weigh on the US dollar

The prospect of lower oil prices and possible Fed easing is benign for most G10 currencies.

Risk appetite for equities holds firm, yet diversification is paramount.

UBP is taking a three-pronged approach to elevate its private market business as the Swiss bank seeks to deliver a high-quality experience in the increasingly competitive alternatives space, where virtually all private banks are now offering access to differentiated private market investments.

The potential of US equities is being tested by the compression of the risk premium.