1. Newsroom
  2. UBP Investment Outlook 2021
Menu
洞见 17.12.2020

UBP Investment Outlook 2021

UBP Investment Outlook 2021

A Brave New World


The Investment Outlook 2021 webinars were broadcast for clients of UBP’s key locations across Europe and the Middle East between 25 November and 3 December 2020, and will continue in Europe and in Asia until February 2021. The webinars feature presentations by Co-CEO of Asset Management & Group CIO Michaël Lok, CIO of Wealth Management Norman Villamin, Chief Economist Patrice Gautry, and several other experts. To complement the roadshow discussions, we have also produced a brochure detailing the topics covered.

#UBPInvestmentOutlook


2020 provided investors with a challenging roadmap which required both agility and conviction to navigate.

Anticipating a wholesale transformation of the structure of the global economy, we have favoured transformation themes in healthcare and technology to drive our equity allocations through much of 2020. Those secular trends should continue to spread as economies seek to pick up in the new year. The development of 21st-century infrastructure to address climate change and a new digital landscape should take centre-stage in this transition.

In 2021, a move from monetary-led to fiscal-led policy means shifting political landscapes in the US, UK, Europe and China will create both opportunities and risks for investors. For bond investors, a risk-managed approach will be prudent in the new year as defaults resulting from the health crisis continue to materialise. Meanwhile central banks are expected to be active, leading to a continuing US dollar bear market and a gold bull market.



Dive into the brochure for much more details and insight.


Watch the replay of our webinar


Luxembourg - Zurich - Dubai - Monaco - London

Norman Villamin

Chief Investment Officer (CIO) & Head of Asset Allocation

Norman Villamin hat über 20 Jahre Erfahrung in der diskretionären Vermögensverwaltung und Beratung für führende Finanzgesellschaften.

Luxembourg

Nicolas Laroche

Global Head of Advisory Investment

 

Luxembourg

Pierre Corby

Equity Analyst, Healthcare

Zurich

Eleanor Taylor Jolidon

Co-Head of Swiss and Global Equity

Eleanor has more than 20 years’ investment experience on the sell and buy-side.

Luxembourg

Gaetan Aversano

Head of  PMG EMEA

Monaco - London

Victoria Leggett

Head of Impact Investing – kam 2010 als Portfolio Manager zur UBP und hat 15 Jahre Investmenterfahrung. Sie begann ihre berufliche Laufbahn im Corporate Finance und war bei Threadneedle als Analystin für europäische Aktien tätig. Victoria hat einen BA in Geschichte und Deutsch der University of Durham.

Monaco

Colin Greene

Head of Private Debt

Geneva - Lausanne - Paris

Fares Benouari

Senior Portfolio Manager, Equity


Expertise

Impact investing - Contributing to a more sustainable future

What are the key features of impact investing?

Read more

European Equities

European equities offer unrivalled opportunities in terms of breadth of sector and market exposure.

阅读最多

洞见 01.10.2020

COVID-19: UBP keeps you up to date

Since this coronavirus appeared, UBP has provided its clients with guidance and support as we all tackle this unprecedented global health crisis. We give you regular updates on everything from our own safety protocols and the recommendations issued by the authorities to our experts’ latest analysis on the effects of the pandemic on the world economy and financial markets.

洞见 24.11.2020

Hidden gems in Swiss & European small caps

Small and mid caps have traditionally recorded higher growth rates and investment returns over the long term than large caps: it is easier to generate a dynamic growth rate from a smaller base. Swiss and European small and medium-sized capitalisations – so-called ‘SMID caps’ – also tend to provide investors with ‘pure play’ exposure to major secular growth trends.

洞见 02.12.2020

Swiss Small and Mid-Cap Equities – Consistent value creation

The Swiss economy has once again proven its resilience during the Covid-19 pandemic, as reflected by year-to-date outperformance in the Swiss equity market and also its small and mid-cap segment. 


延伸阅读

洞见 11.01.2021

The distinguishing features of impact investing

Impact investing is clearly differentiated from other sustainable investment solutions, but still takes ESG criteria into account.

洞见 05.01.2021

Social & Affordable Housing

Over 1.1 million households in England are on local authority waiting lists for affordable housing. Furthermore, it is widely expected that waiting lists will lengthen as more households will be forced to seek cheaper accommodation due to the impact of COVID-19.

洞见 21.12.2020

China: Don’t fret over an increase in corporate bond defaults

Bond defaults were not part of the debate for much of 2020. However, these have picked up steam in Q4-20, resulting in a record level of USD 21.8 billion YTD, far exceeding the previous high of 2018.