06.04.2020
News
Découvrir plus d'actualités
-
L’Union Bancaire Privée (UBP) enrichit sa gamme de solutions en obligations souveraines émergentes avec le lancement d’une stratégie centrée sur les «marchés frontières».
-
02.04.2020
"Whatever it takes": fiscal edition
Spotlight - With the US and broader European economies entering the ‘acceleration’ phase of their respective COVID-19 infection cycles, fiscal policymakers across Europe and the United States have begun outlining plans to bear down on this growing shock to demand and confidence.
-
31.03.2020
India Risk and Policy Response
India’s total infected cases (979) and fatality rate (25) remain low but it has been escalating. According to the World Health Organisation (WHO), this can become overwhelming, if uncontrolled.
-
26.03.2020
Gold: Explosive appreciation potential
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.
-
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
Quand la gestion discrétionnaire associe la technicité à l’agilité
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.
-
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
L'heure est aux convertibles
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?
Our latest podcasts
-
The potential influence of US elections on markets
Intervenants: Norman Villamin, Robert Wibberley
-
High-income segment of fixed income in favour
Intervenants: Mohammed Kazmi, Nina Jahanbin
Our latest podcasts
-
Finnish ex-premier addresses UBP clients
Intervenants: Adrian Künzi
-
Dani Arnold: A climber’s insights