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2023.03.30
2023 MAR – MONTHLY INVESTMENT OUTLOOK
Stock and bond markets partially reversed their gains as renewed inflation concerns caused the divergence between risky and risk-off assets... -
2022.10.13
GLOBAL EQUITIES – EARNINGS DOWNGRADES WILL INTENSIFY
After a sharp rise since mid-June, reality caught up with investors at Jackson Hole, which reminded everyone that fighting inflation... -
2022.10.13
GLOBAL BONDS – PREFERENCE FOR INVESTMENT GRADE SHORT DURATION AND HEDGE FUNDS
After their temporary decline in August, government bond yields have sharply rebounded on hawkish communication from US and European central... -
2022.10.13
UBP ECONOMIC OUTLOOK – PEAKING INFLATION IN THE US BUT UPSIDE RISKS IN EUROPE
Tail risks to growth have increased further due to an energy crisis and severe tightening from central banks. -
2022.10.13
UBP ECONOMIC OUTLOOK – NAVIGATING RISKS
Tail risks to growth have increased further due to an energy crisis and severe tightening from central banks. -
2022.10.12
GLOBAL TACTICAL ASSET ALLOCATION – REMAINING CAUTIOUS
Activity is slowing down in the US, while recovery in China remains slow; Europe is facing accumulated recession risks as... -
2022.10.12
MONTHLY INVESTMENT OUTLOOK – BEGINNING THE NEXT PHASE OF THE 2022 BEAR MARKET
Following the summer rally, risk assets once again overprice soft-landing prospects requiring a cautious stance on the part of investors... -
2022.08.03
GLOBAL EQUITIES – EARNINGS ESTIMATES WILL NEED TO ADJUST LOWER
June was another tough month for equities with investors increasingly concerned about a recession due to disappointing economic data -
2022.08.03
GLOBAL BONDS – PREFERENCE FOR HEDGE FUNDS AND INVESTMENT GRADE CREDIT
The repricing in government bond yields has continued over the past month, with concerns still in markets about volatile inflation... -
2022.08.03
UBP ECONOMIC OUTLOOK – THE FED TO PUSH THE US ECONOMY TO THE VERGE OF A RECESSION
US domestic demand was up by an average of 2.3%-2.7% in H1-22, as consumption and labour were still resilient. -
2022.08.02
UBP ECONOMIC OUTLOOK – DEVELOPED COUNTRIES TO FACE A TECHNICAL RECESSION
The 2023 scenario has been revised down for developed countries, facing accumulated risks and tighter monetary policy. -
2022.08.02
GLOBAL TACTICAL ASSET ALLOCATION – PRIORITISING RISK MANAGEMENT
Recession risks have increased further due to high energy prices, war in Europe, ongoing geopolitical tensions and more restrictive monetary...
INVESTMENT
EXPERTISE
Senior Investment Specialist
Olivier Debat
Olivier joined UBP in August 2010 as an Investment Specialist dedicated to fixed income.
Co-Head of Swiss & Global Equity
Martin MOELLER, CFA
He has been in banking since 1992, and involved in equity research and portfolio…
Funds Manager & Head of Impact
Victoria Leggett
Victoria joined UBP in 2010 as portfolio manager with 17 years of investment….
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