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Analisi 30.06.2020

Aggiornamento delle prospettive di investimento per il 2020

L’economia globale al bivio

Analisi 24.06.2020

Market turmoil brings new opportunities for pragmatic investors

March 2020 was difficult time for many investors, as COVID-19 spread across Europe and the US, leading to sharp sell-offs in fixed-income credit markets. While such market turbulence is not to be welcomed, its occurrence can create opportunities.

Analisi 18.06.2020

Implications of China’s Sovereign Digital Currency

The idea of a state-run digital currency (or e-RMB) has been brewing in China since 2014, with a pilot programme starting in recent months. It is a digital yuan – backed by the government.

Analisi 12.06.2020

Secular trends more relevant than ever

How can secular trends help investors navigate the post-pandemic world?

Analisi 08.06.2020

Change of fortune for the British pound

Our Global Head of Forex Strategy, Peter Kinsella, discusses our updated outlook on sterling

Analisi 02.06.2020

Hong Kong Market Assessment as Geopolitical Risk Intensifies

Hong Kong’s Hang Seng Index (HSI) underperformed and bucked the global risk-on trend spurred by expectation of economies re-opening.

Analisi 20.05.2020

Why choose impact in emerging markets?

UBP’s expert Mathieu Nègre explains why impact investing in listed emerging equities is a significant investing opportunity for at least two reasons.

Analisi 18.05.2020

Clouds gathering on the horizon

Spotlight - We see three key risks on the horizon: secondary outbreaks in the US, rising US-China geopolitical tension and political fragmentation in the Euro area


Analisi 11.05.2020

Webinar – Market Spotlight

On Wednesday 6 May 2020, Norman Villamin and Peter Kinsella hosted the “Market Spotlight” webinar to discuss the rapidly changing markets and the opportunities and risks they present.

Analisi 08.05.2020

Capture on China’s Rebound, and Check Risks Ahead

China remains ahead on the virus containment and production normalisation curve.

Analisi 23.04.2020

Italy – Back in the firing line

Our Global Head of Forex Strategy, Peter Kinsella, discusses how Italian bond yield increases are going to affect the euro.

Analisi 22.04.2020

Impact Report 2019: an eventful year

UBP is proud to release the second edition of its Impact Report.

Analisi 20.04.2020

Fed policy lays the foundation for gold

Spotlight - The US Federal Reserve has committed to a ‘whatever it takes’ approach to offset the impact of the Coronavirus on the US and global economy. The key beneficiary of this commitment will be gold.

Analisi 15.04.2020

The Case For Frontier Debt

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.

Analisi 02.04.2020

COVID-19: The tug of war begins

Spotlight - With the COVID-19 virus having run unimpeded through Europe and the United States in recent weeks, looking ahead, the impact of the virus will now face not only more aggressive containment efforts but also growing measures to offset its effect on the broader economy.

Analisi 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.