Critical intelligence on asset allocation and implementation across asset classes
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Escalating geopolitical risks prompted a reduction in risk exposure as the quarter progressed.
Our team works closely with our insurance portfolio managers to customize investment strategies. Learn about our wide range of advisory and analytical services.
We upgraded both our growth and defensive scores, moving the former to an overweight and bringing the latter to neutral.
UBP Alternative Investment Solutions
Europe is a key part of equity allocations. We highlight the case for active management and argue it’s a focus on fundamentals that matters.
Funds that invest in private markets while also offering flexible features may be attractive to high-net-worth investors who could benefit from a long-term allocation to an “illiquidity bucket” as...
Taiwan and South Korea are outpacing some of Europe’s largest stock markets, driven by demand for AI technology.
Carmignac has invested in emerging markets since 1989, bringing decades of expertise and a long-term perspective to the asset class.
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