UBP - Union Bancaire Privée

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!