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...

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...

“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