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洞见 19.11.2021

2022年投资展望

2022年投资展望

怀抱转变


“怀抱转变”是瑞联银行对2022年投资展望的主题。我们将在2021年11月24日至2022年1月末期间,于欧洲、中东和亚洲区巡回举办多场网上及现场座谈会,由集团首席投资官及资产管理联席首席执行官Michaël Lok、财富管理首席投资官Norman Villamin和首席经济师Patrice Gautry,以及多位嘉宾专家前瞻新一年的投资格局,而我们也出版了《2022年投资展望 — 怀抱转变》深入剖析多个重要课题。

#UBPInvestmentOutlook

《2022年投资展望 — 怀抱转变》摘要

在接种疫苗计划的支撑下,全球经济陆续重启,而美国和欧洲经济在2021年的复苏景气也惠及投资者。

展望2022年,全球经济周期将由疫后复苏期进入常态阶段,与在1990年代初经济复苏时出现的“微型周期”相若,因此投资者仍需保持机敏和警觉,从而在明年回报温和的大势中,灵巧地提升固定收益和股票的表现。

变革和转型仍将是重要主题,但在催化回报的同时,也可能拖累表现。欧洲和中国广泛地区在冬季出现能源短缺,有望促使两地加快投资于绿色能源转型。此外,个别工业借着投资于信息科技升级,将能够晋身成为科技公司,为这些传统上周期性较强的行业带来增长动力。

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China Outlook

According to UBP expert Carlos Casanova, to attain high-income status by 2025, China will seek to realign its factor of production towards labour and away from capital.

Watch this video to find out about his investment views for the coming year.


Watch the replay of our webinar

On the 25th of November, we held an online talk launching our Investment Outlook “Embracing Change”, featuring our Group Chief Investment Officer & Co-CEO Asset Management Michaël Lok, Wealth Management Chief Investment Officer Norman Villamin, Chief Economist Patrice Gautry, and Global Head of Forex Strategy Peter Kinsella.

We are pleased to provide you with the recording of the webinar.


Asia Outlook

According to UBP's Expert Carlos Casanova, Asia’s GDP growth could be held back by the emergence of new COVID-19 variants and decrease to 4.3% in 2022.

Go ahead and watch the video to find out more on our Asia outlook for the coming year!


Dive into the brochure for much more details and insight.

Geneva

Michaël Lok

Co-CEO Asset Management and CIO Group

Michaël joined UBP in 2015 as Co-CEO Asset Management / CIO Group.

Luxembourg - Zurich - Dubai - Monaco - London

Norman Villamin

Chief Investment Officer (CIO) & Head of Asset Allocation

Norman has over 20 years’ experience managing wealth both on an advisory and discretionary basis for top companies in the financial industry.

Zurich

Eleanor Taylor Jolidon

Co-Head of Swiss and Global Equity

Eleanor has more than twenty years’ investment experience on the sell- and buy-sides, of which she spent fifteen focussing specifically on the Swiss equity market. She speaks French, English and German.

Geneva - Paris - Lausanne

Patrice Gautry

Chief Economist

Patrice has been Chief economist at UBP for over 15 years and has 30 years’ experience in macroeconomics and investment strategy.

London

Philippe Lespinard

Head of Asset Management London

Philippe Lespinard is a seasoned investment professional with over 30 years of experience in leading investment firms, primarily as Fixed Income CIO.

Monaco - London

Victoria Leggett

Head of Impact Investing

Victoria joined UBP in 2010 as a portfolio manager and has 15 years of investment experience. She previously worked as a European Equity Analyst at Threadneedle and started her career in Corporate Finance.

London

Marco Pabst

Chief Investment Officer (CIO) London

Marco joined UBP as Chief Investment Officer for London in 2018 from ACPI. He has over 20 years of experience in investment management and research.

Zurich - London

Peter Kinsella

Global Head of Forex Strategy

Peter has 14 years’ experience in forex. He joined UBP in 2018 from the Commonwealth Bank of Australia in London where he was Director of International Rates & FX Strategy.

Geneva

Marc Elliott

Investment specialist

Marc Elliott joined the Advisory Services team at UBP in Geneva in April 2021 as an Energy Transition Investment Specialist.

Singapore

Kieran Calder

Head of Equity Reseach Asia

Kieran leads the Equities Research team in Asia and is responsible for regional stock market coverage.

Singapore

Vey Sern Ling

Senior Equity Advisor

Vey-Sern joined UBP in 2021 as Senior Equity Advisor. He oversees the technology and Internet equity coverage in Asia, with a particular focus on China

Singapore

Cindy Tan

Head of Fixed Income Research, South Asia

Cindy oversees UBP’s fixed income recommendations and strategy for South East Asia. She is an experienced Fixed Income Specialist with more than 20 years’ experience in the financial services industry.

Hong Kong

Anitza Nip

Head of Fixed Income Research, Asia

Anitza is responsible for innovating investment opportunities and solutions in fixed income across the region.

Geneva

Vitor Santos

Head of Investment Consulting at UBP

Vitor has 30 years of experience in Asset Management and Wealth Management. Previously, Vitor Santos was Head of Investment Advisory and member of the Asset Allocation Committee at Millennium Banque Privée in Geneva.



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洞见 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%.

洞见 04.08.2022

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洞见 12.07.2022

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