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Europe is set for a major economic shift. Listen to our latest podcast and join our experts as they explore what this means for growth, inflation, and investments. Find out more: https://www.ubp.com/en/news-insights/newsroom/europe-rewriting-its-future
The US is no longer the only competitor in the global AI race. In our latest Investment Rendezvous podcast, our tech expert Dimitri Kallianiotis comments on the new Chinese challenger DeepSeek and the implications it has for investors. Listen in to get his insights.
‘When it comes to using artificial intelligence for market forecasts, alternative data is a factor that will improve your performance,' says Saeed Amen, co-founder of Turnleaf Analytics on UBP's Forex Focus podcast hosted by Peter Kinsella, UBP's Global Head of FX Strategy. Listen to it now for more.
Why is Europe characterised as being at a crossroads in our #UBPInvestmentOutlook? Listen to the latest podcast from UBP's expert Norman Villamin to learn more about his views on Europe. For more information: https://www.ubp.com/en/investment-outlook-2025
“The SMIDs universe is more likely to be on the right side of regulation or deregulation versus large caps, which might meet some antitrust headwinds,” says Andrew Sleeman Chief Senior Strategist at Bell Asset Management in his discussion with UBP's expert Cedric Le Berre about the post-election economic landscape. Plug in your headphones and listen for more insights. Find out more: https://www.ubp.com/en/news-insights/newsroom/delving-into-the-small-and-mid-cap-market-after-the-election
What can we expect for global equities in the coming year? In this podcast, Martin Moeller and Eleanor Taylor Jolidon, Co-Heads of Swiss and Global Equity, discuss the equity market trends and their sector preferences for 2025 in view of the significant macroeconomic shifts and ongoing value-creation opportunities. Listen to their insights here.
Markets are excited about the potential return to pre-pandemic inflation levels, but will 2025 mark a real victory over inflation? Listen to Patrice Gautry, UBP's Chief Economist, in this Investment Outlook episode as he discusses the factors that may impact prices. #UBPInvestmentOutlook For more information: https://www.ubp.com/en/investment-outlook-2025
In this podcast, part of our Investment Outlook, Mohammed Kazmi, UBP's Chief Strategist for Fixed Income & Senior Portfolio Manager, talks about the 2025 trends across the fixed income landscape. Listen to the discussion now for more insights on this asset class. #UBPInvestmentOutlook For more information: https://www.ubp.com/en/investment-outlook-2025
Why is gold a key player in several investment themes shaping the market? In this podcast released as part of Investment Outlook, Peter Kinsella, Group Head of Forex Strategy at UBP, explains the attractiveness of gold in 2025. Listen to it now for more insights from our expert. #UBPInvestmentOutlook For more information: https://www.ubp.com/en/investment-outlook-2025
Put your headphones on and listen to UBP's Global Head of Forex Strategy Peter Kinsella discussing with his guest Laura Cooper from Nuveen the US dollar from both a short- and long-term perspective.
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.
Changing market dynamics are benefiting fixed income investments. In our latest podcast, UBP's experts Mohammed Kazmi and Nina Jahanbin discuss the fixed income universe. Plug in your headphones for more insights.
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
What can we expect from the UK election results? Peter Kinsella, UBP's Global Head of Forex Strategy, opened the discussion with Peter Dixon from Fitch Solutions to dig into this topic in our latest Forex Focus podcast.
Will the recent upswing in popularity of #HedgeFunds persist? UBP's Co-Heads of AIS Kier Boley & John Argi, and Investment Specialist Fredrik Langenskiold discuss the issue in their latest podcast following the second edition of UBP's annual hedge fund conference. Listen to their analysis here.
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.
On 18 April 2024, our expert Peter Kinsella and World Gold Council's Senior Market Strategist John Reade discussed gold's rise towards a new all-time high and where it may be heading next.
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.
Why should investors be looking at India today? Listen to our latest podcast featuring Norman Villamin, UBP's Group Chief Strategist, and Robert Wibberley, Corporate Communications & Content Manager at UBP, to find out more about our views on this investment opportunity.
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.
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.
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.
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.
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.
In today's podcast, Peter speaks with Jens Nordvig – CEO and founder of Exante data and Marketreader – two of the world's most pioneering financial market analytics firms. Peter and Jens discuss the importance of capital flow data, and outline what the latest capital flow and FDI trends tell us about the direction of the Chinese economy. Jens speaks in detail about what China's slowing growth profile means for global inflation impulses (lower) and what this implies for central bank rate hiking cycles. The discussion finishes up with a longer-term outlook for the US Dollar.
“We think valuations are particularly attractive in the higher-income segments of the market such as AT1s”, says our expert Mohammed Kazmi when discussing fixed income opportunities in our latest podcast with UBP's Nina Jahanbin. Listen in!
Why is dedollarisation such a topical trend at the moment? In this new podcast episode, UBP's Global Head of Forex Strategy Peter Kinsella hosts Norman Villamin, UBP's Group Chief Strategist, to discuss the implications of dedollarisation on the global economy. Listen in now!
UBP's investment specialist and fund selector, Cédric Le Berre, talks with Ned Bell, CIO of Bell Asset Management, about the benefits of partnering with UBP and the momentum he sees in global small- and mid-cap 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
Emerging markets (EM) have recently been supported by favourable winds across asset classes. In this new podcast episode, UBP's experts Peter Kinsella and Lamine Bougueroua share their thoughts on EM currencies. Listen to it now! More information: https://www.ubp.com/en/investment-expertise/forex
Has the backdrop for Fixed Income improved after a volatile 2022 and should investors increase their allocation to the asset class? Mohammed Kazmi, Portfolio Manager at UBP, talks to his colleague Nina Jahanbin, Head of Nordic Sales, about his outlook for 2023 and why high income strategies should be considered. Listen to the podcast! More information: https://www.ubp.com/en/investment-expertise/global-absolute-return-fixed-income
UBP's Global Head of Forex Strategy Peter Kinsella discussed with his guest Peter Dixon from Fitch Solutions about the UK's politics and the impact on the outlook of foreign exchange. Listen to our new podcast to get their analysis. More information: https://www.ubp.com/en/investment-expertise/forex
How much should investors focus on emerging markets (EM) next year? UBP's CIO Wealth Management Norman Villamin talks to journalist Ana Maria Montero about the Bank's forecast of a rebound in EM while developed markets should experience recession. Hear about UBP's Investment Outlook 2023 in this podcast and find out more on UBP.com. https://www.ubp.com/en/newsroom/ubp-investment-outlook-2023
How will the prolonged volatility affect alternative investments? Kier Boley, UBP's CIO Alternative Investment Solutions, shares his views on the recent developments for the hedge fund asset class and what he foresees for the year ahead. Listen to his discussion with journalist Ana Maria Montero as part of our Investment Outlook 2023 roadshow. Find out more on UBP.com. https://www.ubp.com/en/newsroom/ubp-investment-outlook-2023
Is the current macro environment right for high-income solutions? In a new episode of ‘5 minutes with UBP Global Fixed Income', our experts Bernard McGrath, Mohammed Kazmi and Thibault Colle share their thoughts. Plug in your headphones for the podcast! Find out more on: https://www.ubp.com/en/investment-expertise/global-absolute-return-fixed-income
Wealth planners are trusted partners who guide clients through the requirements of different jurisdictions. Emilia Weijola and Mikko Barlund from UBP Luxembourg discuss how this adds value for their clients.
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
What do you expect will happen to the dollar in the wake of November's Federal Reserve meeting? In the latest Forex Focus podcast, our expert Peter Kinsella explores this question in an insightful discussion with FX strategist Elias Haddad. Find out more on: https://www.ubp.com/en/investment-expertise/forex
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
What happened at the 20th session of the Chinese Communist Party Congress? In this new podcast, our expert Carlos Casanova, Senior Economist Asia at UBP, shares three main takeaways global investors should focus on.
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