Markets Recon

Rapid and unpredictable, volatility is now also symmetrical

06 May 2026

Events in the Middle East have highlighted a profound shift in market dynamics. The very nature of volatility appears to be changing, requiring management strategies to adapt.

By UBP In Sustainability

Positive Impact Emerging Equity Strategy: Resilience driving performance

04 May 2026

After several years dominated by a small group of mega-cap stocks, the market environment is changing.

By UBP In Equities, Sustainability

UBP Weekly View - Markets supported by earnings despite higher yields and geopolitical tensions

04 May 2026

Global equities advanced, driven by strong US technology earnings, while fixed income markets slipped as yields moved higher and central banks maintained a cautious stance.

By UBP In Macro, Equities, Fixed Income, Industry

Scale, Stability and Solutions: UBP’s EAM proposition in a more complex global market

30 Apr 2026

As global wealth management becomes more complex, external asset managers (EAMs) are operating under increasing pressure to deliver performance, manage costs, and differentiate their propositions.

By UBP In Industry

UBP Weekly View - Resilient markets, cautious central banks

28 Apr 2026

Global markets are navigating a fragile balance between resilient growth, persistent geopolitical tensions and cautious central banks.

By UBP In Industry, Equities

"The market is stronger than any politician, including Trump"

22 Apr 2026

Nicolas Faller, Co-CEO of UBP Asset Management, which oversees EUR 34 billion in AUM, expresses confidence in a swift resolution to the conflict with Iran.

By UBP In Industry, Macro

UBP Weekly View - Oil flow stability still in question

20 Apr 2026

Investors reacted positively to a further de-escalation in the Middle East last week.

By UBP In Commodities

UBP Weekly View - Fragility persists in the Middle East

14 Apr 2026

Following the announcement of a two-week US–Iran ceasefire on Tuesday, 7 April, risk assets were supported by the perception that the worst may have been avoided.

By UBP In Macro

Private banks and EAMs: leveraging synergies

10 Apr 2026

The external asset manager (EAM) segment constitutes a significant part of Union Bancaire Privée’s (UBP) business, accounting for around CHF 23 billion of the Bank’s total assets under management a...