UBP - Union Bancaire Privée

Forex Focus: How will the dollar benefit from the US productivity boom

What’s in store for the US dollar? Listen to our latest podcast featuring our expert Peter Kinsella and Brown Brothers Harriman’s Senior Market Specialist Elias Haddad to find out about their expectations for the greenback.

UBP Investment Outlook 2024 - The Return of Donald Trump

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?

UBP Investment Outlook 2024 - Energy Transition

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.

UBP Investment Outlook 2024 - China and Beyond

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.

UBP Investment Outlook 2024 - Fixed Income

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?

UBP Investment Outlook 2024 - Investment Opportunities

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!

UBP Investment Outlook 2024 - Global Economic Outlook

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.

Fixed Income opportunities as we pass peak hawkishness

Dive into the evolving monetary policy landscape and how it affects fixed income markets by listening to the analysis of UBP’s experts Nina Jahanbin and Mohammed Kazmi in our latest fixed income podcast episode.

A tour of global equity markets

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.

Sustainable food systems: Unlocking investment opportunities

The financial sector plays a critical role in the transition to a sustainable food system, and engagement is key in unlocking its potential to drive system change on a large scale. Talking after Building Bridges, Switzerland’s leading sustainable finance event, UBP’s Head of Impact Investing, Victoria Leggett; Nature Lead at UNEP’s Finance Initiative, Jessica Smith; and Chair of UBP’s Impact Investing Committee, Simon Pickard explore the role of different forms of engagement and their impact on supporting the transition to a sustainable food system. Tune into our podcast to follow their discussion.