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洞见 19.11.2021

UBP Investment Outlook 2022

UBP Investment Outlook 2022

Embracing Change


The Investment Outlook 2022 on the theme of “Embracing Change” will be physically and digitally touring UBP’s key locations across Europe between 24 November and 14 December 2021, before moving on to the Middle East and Asia between then and the end of January 2022. The conferences will feature presentations by Co-CEO of Asset Management & Group CIO, Michaël Lok, CIO of Wealth Management, Norman Villamin, and Chief Economist, Patrice Gautry, as well as several other experts. To complement the roadshow discussions, we have produced a brochure detailing the topics covered.

#UBPInvestmentOutlook

UBP Investment Outlook 2022 in brief

Investors benefited as the recovery took hold in the US and Europe in 2021, supported by the vaccine-led reopenings of the regions’ economies.

We expect 2022 to require similar agility on the part of investors as the global economic cycle transitions from its post-pandemic recovery phase to a normalisation phase comparable to the “mini-cycles” that have characterised economic recoveries since the early 1990s. In such an environment, investors will need to remain nimble in order to enhance the more modest return profiles on offer in both fixed income and equities in the year ahead.

Transformation will remain an important narrative, both as a potential catalyst and as a headwind for returns. As winter begins in Europe and China, widespread energy shortages should accelerate investment in the green energy transition. Moreover, the tech transformation story will expand with select industrials set to become technology companies in their own right, as the benefits of their IT investments spur growth in a traditionally cyclical sector.

Read more

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

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.

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.

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.

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.

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.

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.



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