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The economic scenario has rarely been so favourable to the credit market: the global economy is in a cyclical upturn, recessionary risks are more remote, and inflation remains contained, although still rising.

CPI Financial - Now that the initial shock and surprise around the election of President Donald Trump has begun to fade it makes good sense to begin to focus more closely on the policy agenda of his administration and how this might influence international markets.

Le Temps - The financing of privately owned companies – as opposed to those listed on stock markets – gives rise to many opportunities for investors. In particular, yields can be attractive at a time of negative or zero interest rates

Thanks to improved economic conditions, emerging markets – whether bonds or equities – are once again piquing investor interest after several tough years.

The apparent victories by Emmanuel Macron and Marine Le Pen in the first round of the French presidential elections should bring relief to markets and allow them to focus on the ongoing strength in the underlying European economy.

Sustained and synchronised growth: world growth continues on a positive trajectory in Q2, driven by the positive trend in place in the US, sustained activity in Asia and a more constructive outlook for the Eurozone. Growth looks to be sustained and synchronised across the main regions, thanks to firmer activity in the manufacturing sector and a positive trend in consumption.

Political capital and Economic growth in Asia less vulnerable if US reflation trade unwinds

Wealth in Asia - Chief Executive Officer in Asia Michael Blake reveals how this family-owned private bank can help you access products that are otherwise reserved for institutional investors.

Le Temps - The impact of a strong dollar on emerging countries’ equity markets has had more than its fair share of comment since the US presidential election, and not without good reason. But looking beyond the financial transmission channel, what about direct business relationships?

Le Temps - On 5th December 1996, Alan Greenspan introduced the notion of “irrational exuberance” for the first time in a famous speech that shook the markets.

Baron's Asia - UBP’s Michael Blake says new fixed income fund offers access previously out of reach of private clients.

February 2017 Market Review and Outlook: Asia stocks extend gains but begin questioning Trump policy details.

Brent crude oil is struggling to move beyond USD57/bl since its rally last November when it rose +USD10.10 per barrel.

Correlation between asset classes is falling towards normal levels. The recent rise in bond yields and monetary policy normalisation are causing much wider variations between asset classes in terms of their behaviour and returns. Now that these differences are reasserting themselves, active management is likely to outperform passive management.

The Swiss equity market shrugged off all the political upheaval in 2016, and will be supported by a positive economic environment in 2017.