UBP - Union Bancaire Privée

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

Plug your headphones in and listen to the views of UBP’s Group Chief Strategist Norman Villamin as he discusses the investment outlook as the US presidential election approaches.

Why has UBP increased its convictions on hedge funds? In their latest podcast, John Argi and Kier Boley, co-heads of UBP’s Alternative Investment Solutions, discuss why hedge funds are regaining momentum. Listen in now. Find out more on: https://www.ubp.com/en/asset-management/alternative-investments/hedge-funds

In our latest podcast, UBP’s Investment Specialist Filipe Alves da Silva sets out some fixed income perspectives for persistent inflation. Plug in your headphones and listen to it now!

“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