新闻中心/瑞联卓见

Backed by solid fundamentals, competitive yields and increased economic resilience in issuing countries, emerging market debt now appears to be an attractive investment opportunity.

The reframing of the global geopolitical order, coupled with the race for supremacy in AI, forms the cornerstone of UBP’s portfolio construction approach.

Equity markets have seesawed in response to renewed geopolitical threats of a transatlantic trade war. A Greenland-related U-turn at the World Economic Forum (WEF) meeting in Davos offered momentary relief.

2026 will not reward broad exposure to private markets, rather the deliberate exposure to the right strategies, structures and managers.

Geopolitical tensions have intensified since the start of the year, spanning Venezuela, Greenland and Iran. At the same time, resource nationalism is on the rise, with major powers increasingly competing for control of strategically critical commodities. While this backdrop underpins gold, equity markets remained largely unscathed last week: small caps outperformed as earnings momentum broadens beyond the technology sector. This week, the Davos summit will shine more light on geopolitics, as concerns about Greenland are rising.