News

SMID-cap equities are poised to mean revert and outperform over the next three to five years. The best time to allocate to SMID caps is when earnings are “depressed”, i.e. now.

The pandemic has not only caused economic chaos around the world, but it has also had a deep impact on people’s lifestyles.

A clear light at the end of the coronavirus tunnel is now visible with the start of vaccination campaigns.

Funds Society (28.01.2021) - An improvement in corporate governance, a stable government and a leading edge in digitalisation and robotics are making the Japanese small-cap segment a rich source of attractive opportunities for selective investors, says UBP Senior Analyst Cédric Le Berre.

2020 was a stellar year for the software sector despite the pandemic. Companies accelerated their digital transformation to allow their employees to work from home. 

Institutional Money (27.01.2021) - Despite an accelerating Covid-19 spread into year-end, risk markets concluded 2020 on a strong note as investors took confidence from the commencement of the vaccine rollout in the US and UK. 

President Joe Biden has taken the US back into the Paris Agreement framework. While time has been lost, CO2 emissions are down over the last five years and the new US administration will push climate action up the agenda and build upon policies already enacted by corporates and at state and local levels. 

Impact investing is clearly differentiated from other sustainable investment solutions, but still takes ESG criteria into account.

Over 1.1 million households in England are on local authority waiting lists for affordable housing. Furthermore, it is widely expected that waiting lists will lengthen as more households will be forced to seek cheaper accommodation due to the impact of COVID-19.

Rankia Pro (12.2020) - Interview with Didier Chan-Voc-Chun, UBP’s Head of Multi-Management & Fund Research

Institutional Money (11.12.2020) - In this article, we break down the three key reasons we are favouring AT1s over the coming months.

L'Agefi (04.12.2020) - Les sociétés de petite et moyenne capitalisation (‘SMID Caps’) se distinguent traditionnellement par des taux de croissance et des rendements supérieurs sur le long terme en comparaison des grandes capitalisations. Elles permettent par ailleurs à l’investisseur de s’exposer aux principales tendances séculaires. La détection des sociétés les plus prometteuses nécessite cependant une discipline de sélection rigoureuse afin de dénicher celles affichant une croissance de qualité.