新闻中心/瑞联卓见

Over the summer months, gold rose to new all-time highs at levels of around USD 2,685 per oz. The nearly relentless rise in the gold price reflects several factors.

In mid-August, UBP raised its conviction rating on hedge funds from 3/5 to 4/5, reflecting the belief that alternative investments are well-positioned to navigate the shifting market landscape.

We recently concluded a series of dynamic mid-year Investment Outlook events in key global cities, all with the theme of “Back to the Future.” 

Structured products have changed a great deal, after a long period in which they were treated with a degree of scepticism by investors, and as a result of tighter regulations. Although the number of clients using them remains very (too) small, they are likely to play a growing role in asset allocation strategies.

There are signs that sterling is set to embark on an upward trend after several years in the doldrums.

UBP gives Allnews its latest economic and investment outlook for 2024, with Norman Villamin (N.V.), Group Chief Strategist, and Eleanor Taylor Jolidon (E.T.J.), Co-Head Swiss & Global Equity Franchise and Senior Portfolio Manager.

Rising interest rates have disrupted risk distribution in public and private markets, ushering in a new era distinct from the previous decade of suppressed risks and ample liquidity due to the "Fed put".

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.

Sharing insights is an important way for us to engage and connect with our clients. In September 2023, we held a series of dinners in Asia, including in Hong Kong and Singapore, in which we looked back at our mid-year "Walking the tightrope" analysis and expectations.

Le Temps - (19.06.2023) - History has shown that it’s often worth taking the plunge into an investment even when some uncertainty remains, provided risk is managed effectively.

During our last webinar focusing on the much-discussed idea that more and more countries are abandoning the US dollar as a reserve currency, UBP’s senior strategists shared their thoughts on the combination of cyclical and structural factors that should indeed lead to a weaker dollar, and the impact this will have on asset classes.