Episodes
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.
Published 10/31/24
Published 10/31/24
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.
Published 10/14/24
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.
Published 09/24/24
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
Published 09/16/24
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.
Published 07/03/24
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.
Published 06/28/24
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!
Published 06/05/24
“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.
Published 04/26/24
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. 
Published 04/23/24
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.  
Published 04/04/24
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.
Published 03/15/24
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.
Published 03/01/24
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?
Published 11/23/23
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.
Published 11/23/23
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.
Published 11/23/23
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?
Published 11/23/23
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!
Published 11/22/23
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.
Published 11/22/23
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.
Published 11/09/23
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.
Published 11/01/23
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...
Published 10/26/23