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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


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

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.

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.

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.

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.

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



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