Should technology continue to be at the top of equity investors’ minds? Listen to UBP’s Senior Portfolio Managers, Fares Benouari and Bettina Baur answering the question in our latest podcast.
In our latest podcast, our experts Martin Moeller and Maud Giese tell you why they choose to select 30 stocks for their Global Leaders strategy. Plug in your headphones to ride on the hills of global equities.
Is the rally in equity markets about to pause? Our experts Martin Moeller and Ariane Kesrewani look at the current market conditions and how equity strategies should be positioned this year. Listen to their new podcast for their insights! More information: https://www.ubp.com/en/investment-expertise/swiss-global-equities
In this podcast, our experts Martin Moeller and Ariane Kesrewani reflect on what 2022 brought to equity markets and what we can learn from it. Find out more on: https://www.ubp.com/en/investment-expertise/swiss-global-equities
“Swiss equities are again gaining attention,” states Robert Wibberley, Corporate and Investment Communications Manager at UBP, kicking off the discussion with Eleanor Taylor Jolidon Co-Head of Swiss and Global Equity at UBP. Listen to their chat.
The US elections are too tight to call, and the re-election of Donald Trump could have significant ramifications. In this Outlook podcast Norman Villamin, UBP’s Group Chief Strategist, details how the re-emergence of Donald Trump will likely affect the US economy, geopolitics, and the markets. Will you be seeking shelter in gold amid the uncertainty?
With landmark regulations a formidable tailwind to the accelerating energy transition, why have returns on investments in this thematic been so disappointing? Join Marc Elliott, UBP’s Energy Transition Investment Specialist, as he explains this apparent paradox, and points out the many opportunities within the theme for investors.
Is China’s restructuring like Japan’s, the US’s or Europe’s? Is it entering a “lost decade”? Join Carlos Casanova, UBP’s Senior Economist for Asia, as he explores China in its post-bubble restructuring phase, and how investors can best position themselves.
Mohammed Kazmi, Chief Strategist & Senior Portfolio Manager for UBP’s Global & Absolute Return Fixed Income team, takes a look at the different segments within the fixed income asset class, including sovereigns and investment-grade corporate bonds, and the potential risks. Is cash no longer king?
In our second episode, Nicolas Laroche, UBP’s Global Head of Advisory & Asset Allocation, provides an overview of the investment landscape and opportunities across the asset classes, before delving into the topic of equity investments. This is where you find out what UBP’s key convictions are!
Are we going back to the future? This first episode features UBP’s Global Head of Economic & Thematic Research, Patrice Gautry, outlining our expectations for growth, inflation, interest rates, and fiscal policy, and decoding the main themes shaping the economic horizon.
UBP recently hosted a panel discussion at Switzerland’s leading sustainable finance conference, Building Bridges, in Geneva. Charlotte Dewynter, Head of Infrastructure at UBP, moderated an interactive talk entitled “Sustainable infrastructure: new investment opportunities” with energy and transport experts including Isidora Kosta (World Economic Forum), Jesse Scott (Hertie School & Deutsches Institut für Wirtschaftsforschung, Berlin), Anne Hornung-Soukup (TPG, Geneva’s transport network) and Marc Elliott (UBP). In our podcast series “Building Bridges Insights”, we share some of the key takeaways from this thought-provoking discussion. In this episode, our guest speaker, Anne Hornung-Soukup of the Transports publics genevois (TPG), explains the role of public transport in the energy transition and what it would take to achieve a 100% clean energy network. Find out more on: https://www.ubp.com/en/newsroom/ubp-supports-building-bridges-2022
UBP recently hosted a panel discussion at Switzerland’s leading sustainable finance conference, Building Bridges, in Geneva. Charlotte Dewynter, Head of Infrastructure at UBP, moderated an interactive talk entitled “Sustainable infrastructure: new investment opportunities” with energy and transport experts including Isidora Kosta (World Economic Forum), Jesse Scott (Hertie School & Deutsches Institut für Wirtschaftsforschung, Berlin), Anne Hornung-Soukup (TPG, Geneva’s transport network) and Marc Elliott (UBP). In our podcast series “Building Bridges Insights”, we share some of the key takeaways from this thought-provoking discussion. In this episode, our guest speaker, Jesse Scott from the Hertie School/DIW Berlin, talks about the path to achieving net-zero targets and solving the energy security crisis in Europe. Find out more on: https://www.ubp.com/en/newsroom/ubp-supports-building-bridges-2022
UBP recently hosted a panel discussion at Switzerland’s leading sustainable finance conference, Building Bridges, in Geneva. Charlotte Dewynter, Head of Infrastructure at UBP, moderated an interactive talk entitled “Sustainable infrastructure: new investment opportunities” with energy and transport experts including Isidora Kosta (World Economic Forum), Jesse Scott (Hertie School & Deutsches Institut für Wirtschaftsforschung, Berlin), Anne Hornung-Soukup (TPG, Geneva’s transport network) and Marc Elliott (UBP). In our podcast series “Building Bridges Insights”, we share some of the key takeaways from this thought-provoking discussion. In this episode, you’ll hear from UBP’s Head of Infrastructure, Charlotte Dewynter, who shares her thoughts on the private market opportunities and attractiveness of infrastructure. Find out more on: https://www.ubp.com/en/newsroom/ubp-supports-building-bridges-2022
UBP recently hosted a panel discussion at Switzerland’s leading sustainable finance conference, Building Bridges, in Geneva. Charlotte Dewynter, Head of Infrastructure at UBP, moderated an interactive talk entitled “Sustainable infrastructure: new investment opportunities” with energy and transport experts including Isidora Kosta (World Economic Forum), Jesse Scott (Hertie School & Deutsches Institut für Wirtschaftsforschung, Berlin), Anne Hornung-Soukup (TPG, Geneva’s transport network) and Marc Elliott (UBP). In our podcast series “Building Bridges Insights”, we share some of the key takeaways from this thought-provoking discussion. In this episode, you will hear UBP’s Energy Transition Investment Specialist Marc Elliott sharing his views on the evolution of ESG rules. Find out more: https://www.ubp.com/en/newsroom/ubp-supports-building-bridges-2022
UBP recently hosted a panel discussion at Switzerland’s leading sustainable finance conference, Building Bridges, in Geneva. Charlotte Dewynter, Head of Infrastructure at UBP, moderated an interactive talk entitled “Sustainable infrastructure: new investment opportunities” with energy and transport experts including Isidora Kosta (World Economic Forum), Jesse Scott (Hertie School & Deutsches Institut für Wirtschaftsforschung, Berlin), Anne Hornung-Soukup (TPG, Geneva’s transport network) and Marc Elliott (UBP). UBP recently hosted a panel discussion at Switzerland’s leading sustainable finance conference, Building Bridges, in Geneva. Charlotte Dewynter, Head of Infrastructure at UBP, moderated an interactive talk entitled “Sustainable infrastructure: new investment opportunities” with energy and transport experts including Isidora Kosta (World Economic Forum), Jesse Scott (Hertie School & Deutsches Institut für Wirtschaftsforschung, Berlin), Anne Hornung-Soukup (TPG, Geneva’s transport network) and Marc Elliott (UBP). In our podcast series “Building Bridges Insights”, we share some of the key takeaways from this thought-provoking discussion. In this episode, you will hear the World Economic Forum’s Isidora Kosta describing the energy transformation we need in order to establish the next generation of infrastructure. Find out more on: https://www.ubp.com/en/newsroom/ubp-supports-building-bridges-2022
UBP recently hosted a panel discussion at Switzerland’s leading sustainable finance conference, Building Bridges, in Geneva. Charlotte Dewynter, Head of Infrastructure at UBP, moderated an interactive talk entitled “Sustainable infrastructure: new investment opportunities” with energy and transport experts including Isidora Kosta (World Economic Forum), Jesse Scott (Hertie School & Deutsches Institut für Wirtschaftsforschung, Berlin), Anne Hornung-Soukup (TPG, Geneva’s transport network) and Marc Elliott (UBP). In our podcast series “Building Bridges Insights”, we share some of the key takeaways from this thought-provoking discussion. In this episode, you will hear UBP’s Energy Transition Investment Specialist Marc Elliott sharing his views on what he thinks tomorrow’s energy system should look like to be more efficient and sustainable. Find out more on: https://www.ubp.com/en/newsroom/ubp-supports-building-bridges-2022
2022 should be the year of desynchronised dollar appreciation. UBP’s Global Head of Forex Strategy Peter Kinsella tells us what this means for FX markets in this new podcast. Listen to the full episode now. #UBPInvestmentOutlook
Wondering how to invest in biodiversity? In this podcast, UBP experts Yvan Delaplace and Adrien Cambonie present AGCO, an innovative solution designed to achieve the highest yields while using a minimal amount of pesticides and nutrients. Listen to the full episode!
How can the financial sector help tackle the biodiversity crisis? In this podcast, the chair of UBP’s Impact Investment Committee, Simon Pickard, invited Colin Porteous, CIO of Peace Parks Foundation, to talk about the value of natural services, the risks of biodiversity loss and the opportunities of investing in nature. Keen to find out more? Join Colin Porteous, Victoria Leggett, UBP’s Head of Impact Investment, and Johan Lammerant, Lead Expert Natural Capital and Biodiversity Arcadis, at the UBP-hosted panel on #biodiversity on 30 November from 12:30–14:00 (CET) as part of the Building Bridges Conference in Geneva. Register here: https://www.buildingbridges.org/2021-edition/building-bridges-week/