News

Our Global Head of Forex Strategy Peter Kinsella discusses the evolution of our gold outlook over the last few months and provides an update on the current climate surrounding COVID-19.

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

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

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.

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.

Le Temps (02.03.2020) - La convergence entre gestion institutionnelle et gestion discrétionnaire en termes d’outils d’aide à la décision et de techniques de gestion est désormais une évidence.

Agefi Indices (24.02.2020) - Les marchés ont fini l'année comme ils l'avaient commencée - sur une tendance haussière. Les investisseurs qui s'étaient engagés en 2019 avec une allocation de portefeuille «risk-on» ont ainsi été les grands gagnants l'an passé. A quoi s'attendre désormais pour 2020?

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

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.

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

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

Allnews (07.02.2020) - «2019 a été une très bonne année pour le marché primaire», estime Marc Basselier, responsable de la gestion Obligations convertibles à l’UBP.