股票：分散投资、把握增长

ESMA’s recent guidance on fund naming has brought greater clarity and more concrete expectations for funds making sustainability or impact-related claims.

Swiss equities have delivered strong returns so far in 2025 – up 24% in USD terms – with market dynamics shifting notably between the first and second quarters. In this podcast episode, Eleanor Taylor Jolidon and Maud Giese from UBP’s Swiss & Global Equity teams explore the drivers behind this performance and what investors might expect for the rest of the year.

AI is rapidly transforming the landscape of equity investing. For positive impact investors, AI presents a powerful enabling technology, one that, like electricity or the internet, can be used for both good and bad depending on how it is applied. Our focus is on how AI can serve as a catalyst for positive social and environmental outcomes while generating sustainable financial returns.

The Swiss model can be a source of inspiration from multiple angles for developed nations. Instead of relying on currency devaluation to boost manufacturing, Switzerland has focused on quality, resilience, and advanced industries, which has supported a robust economy that is not only often resistant to external shocks, but also anchored by low public debt as a percentage of GDP.

Our impact investing franchise keeps growing, and with it the team’s conviction and dedication. Through the case studies and data in their annual report they give us a glimpse of their eventful year.

As global investors face evolving geopolitical and market landscapes, the Swiss equity market presents a compelling case for global portfolio diversification in 2025 and beyond.

US corporate earnings growth is slowing. Unless it picks up again, stocks will become overvalued.

From 9–12 December, Building Bridges attracted over 3,000 professionals from banks, insurance companies, big corporations, governments, international organisations, NGOs and academia for more than 70 plenary sessions, discussions, and workshops. Combined with over 6,000 viewers online, attendance at the 2024 edition of Switzerland’s leading sustainable finance event reached a record high.

In the three years since the launch of our biodiversity strategy, the investment landscape has undergone significant transformations, particularly in the realm of biodiversity and nature finance.