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  • 19.03.2020

    Update on China’s Economy and Fed’s Backstop

    Has China turned the economic corner or will Europe and the US keep dragging it down?

  • 18.03.2020

    COVID-19 and the US dollar

    Our Global Head of Forex Strategy Peter Kinsella discusses the impact of COVID-19 on the US dollar and on the wider currency universe.

  • 12.03.2020

    Oil prices: implications for FX markets

    Our EM macro and FX Strategist Koon Chow and our Global Head of Forex Strategy Peter Kinsella discuss the steep decline in the oil price and its significant implications for FX markets.

  • 11.03.2020

    Frontier debt: a compelling investment opportunity

    We believe frontier markets offer a compelling long-term investment opportunity: the combination of faster average growth rates, mostly manageable debt loads, and higher yields is what makes them attractive.

  • 05.03.2020

    A Covid-19 framework for markets

    Spotlight - The 2002-2003 SARS outbreak framework that most, including ourselves, were drawing upon to anticipate the trajectory of the COVID-19 coronavirus outbreak requires an adjustment following the failure of authorities to contain the contagion to the Asian continent.

  • 03.03.2020

    Discretionary management expertise moves centre-stage

    Le Temps (02.03.2020) - Institutional and discretionary asset managers are increasingly using the same decision-making tools and investment techniques.

  • 27.02.2020

    The viral demand shock goes global

    Spotlight - With the failure of authorities to contain the coronavirus contagion to within China or even Asia, the prospect of a more sustained demand shock for global economies has emerged. This poses the potential for elevated risks for investors looking ahead.

  • 26.02.2020

    In 2020, Keep Calm and Buy Convertibles

    Agefi Indices (24.02.2020) - Convertible bonds’ convexity and exposure to attractive secular themes make them a strategic asset to include in portfolios in 2020 and beyond

  • 25.02.2020

    'Asymmetry' still key in discretionary portfolios

    Citywire Asia (17.02.2020) - UBP started positioning its discretionary portfolios to look more 'asymmetric' over the medium-term in 2018.

  • 21.02.2020

    Is a COVID-19 containment-induced recovery realistic?

    With uncertainty still lingering around the COVID-19 outbreak, we recommend a defensive strategy at current valuations and consider a severe economic decline but a well-priced V-shaped rebound in the markets.

  • 19.02.2020

    Changes in consumption patterns

    Despite being fast-moving and quite unpredictable, changes in consumption patterns are expected to reshape the economic landscape.

  • 17.02.2020

    EM currencies in the wake of the coronavirus

    Since the beginning of the year, most emerging market currencies have registered losses against the USD.

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