What does oil really cost the economy? Read our expert's full analysis in @Ageficom. #TheDriveYouDemand #UBP

Gold has held steady despite the Fed rate hike and surging yields, suggesting that its link to interest rates is weakening. With central bank buying providing support, it should stay range-bound in the near term, with a US Treasury gold revaluation being the main upside risk.

The AI trade has been a powerful source of equity market returns; however, its concentration may also be a reminder to diversify performance drivers. In his latest article, #John_Argi explores the role of a systematic multi-strategy approach. #TheDriveYouDemand #UBP

How could energy costs, consumer demand and wage growth shape the Fed’s approach to interest rates? Read our latest analysis in @Ageficom for more insights. #TheDriveYouDemand #UBP

Our outlook for risk assets remains constructive, supported by outstanding AI-driven earnings growth, though market breadth is narrowing and higher yields are testing the resilience of equities. Learn more in our latest House View. #TheDriveYouDemand #UBP

How do Swiss equities offer a broader perspective on growth and diversification? Read the full insights in #Bettina_Baur and #Maud_Giese’s latest article. #TheDriveYouDemand #UBP #AssetManagement #SwissEquities

As real estate enters a new cycle, investors must look beyond traditional rental income. In this latest UBP Headlines, we explore how operational real estate and alternative sectors could unlock new sources of value in a higher-rate environment. #TheDriveYouDemand #UBP

The #AI boom has pushed the world’s five hyperscalers (Microsoft, Amazon, Alphabet, Meta and Oracle) into a new era of financing. Find out more in this piece by #Filipe_Alves_da_Silva for @Ageficom. #TheDriveYouDemand #UBP

What could the November midterm elections mean for investors? History provides a guide to what could happen next on the financial markets. Read our expert #Norman_Villamin’s latest insights for more. #TheDriveYouDemand #UBP

Our outlook for risk assets remains constructive, supported by broadening earnings growth, though tempered by persistent inflation and an oil market showing little sign of easing. Learn more in our latest House View. #TheDriveYouDemand #UBP #HouseView

The joint US-Japan yen intervention – the first coordinated currency intervention by the two countries in 15 years – signals just how seriously policymakers now regard the yen’s weakness. Find out more from UBP’s expert #Carlos_Casanova.

AI is becoming an infrastructure story and Swiss equities are at the heart of it. In her latest piece for @allnews_ch, #Eleanor_Taylor_Jolidon explores how Swiss companies provide a diversified exposure to data-centre growth, grid upgrades, cooling and energy efficiency.

Geopolitics, oil prices, Q2 earnings, AI. What impact have these had on financial markets this summer? Here’s your one-minute catch-up with #Moshmi_Kamdar, Head of Equity Advisory at UBP, in our first episode of ‘Conversations that Matter’. #TheDriveYouDemand #UBP

The latest earnings season has shown that the massive investments in artificial intelligence are at last yielding equally impressive returns. Find out more about this in Dimitri Kallianiotis’ article in @Ageficom. #TheDriveYouDemand #UBP

Markets continue to be steered by both earnings and investor sentiment against a backdrop of persistent volatility and demanding profitability expectations. Read our latest House View to explore our insights. #TheDriveYouDemand #UBP #HouseView

The AI theme goes beyond just Big Tech. In hedge funds, tech-led opportunities are emerging across regions and capital structures. Learn more. #TheDriveYouDemand #UBP #AssetManagement #HedgeFunds

Electrification is a driver of resilience in emerging economies. Faster take-up, stronger local manufacturing, and AI-led power demand are creating long-term opportunities in equipment, semiconductors, transport, and infrastructure. Read #Mathieu_Nègre’s analysis.

After we announced strong results for the first half of the financial year, our CEO #Guy_de_Picciotto shared his positive outlook in this interview with @awp_fr. Read it now.

We are pleased to announce our results for the first half of 2026, highlighting the Bank’s solid growth due to positive financial markets trends and the completion of two major acquisitions. Find out more in our press release.

Are central banks right to remain cautious? Falling oil prices may not be enough to ease inflation, as consumption remains strong and AI demand adds pressure. Discover what this means for investors in this piece by our expert #Alvin_Juvet for @Ageficom.