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Show all Comunicati stampa Analisi UBP in the press Corporate
Analisi 04.07.2019

Post-G20: US-Sino future still uncertain

Financial markets enjoyed a relieved rally yesterday as the G20 outcomes was in line with expectations of a trade war truce.

Analisi 02.07.2019

Looking beyond G-20

Spotlight - Despite ‘as expected’ reports following G-20, two important surprises emerged from the weekend.

Analisi 26.06.2019

G20 Meeting: Deal or No Deal?

There are several ongoing events which could influence the US–China trade talks.

Analisi 21.06.2019

Fresh policy easing likely in China

With the increased trade war risk from additional tariffs on Chinese exports to the US, investors have been focusing on policy easing to assess both countries’ economic and earnings outlook.

Analisi 12.06.2019

Navigating through an ageing economic cycle

A market backdrop favourable to convertible bonds

 

Analisi 06.06.2019

UBP Investment Insight Summit 2019

Our Asset Management division successfully hosted its second pan-European conference on 22 and 23 May in Zurich. 

Analisi 22.05.2019

China market outlook amid policy easing

With growing uncertainty around the Sino-US trade war and that relationship at a low ebb, investors are increasingly focusing on policy response to assess market outlook.

Analisi 06.05.2019

Initial thoughts on Trump’s new tariff threats

President Donald Trump has raised pressure on China to strike a trade deal by threatening a possible increase of tariff to 25% (from 10%) on $200bn worth of Chinese exports to US by Friday (May 10). He may also consider extending a new 25% duty on another $325bn worth of Chinese products.

Analisi 16.04.2019

A Fresh Look at Japanese Equities

Making the case for Japanese equities

Analisi 11.04.2019

Look for global growth concerns to fade

Spotlight - Signs of a reduction in current worries about recession or in the downside risks to today’s modest earnings expectations are needed as a catalyst to support the next sustainable leg of equity market returns.

Analisi 05.04.2019

Swiss small and mid-cap equities update

Diversified & High quality growth

Analisi 22.03.2019

A bumpy road to a soft Brexit

The UK parliament voted to request an extension to Article 50, meaning a postponement of the official date of leaving the EU, which was initially scheduled for the end of March. Two options are on the table: Brexit is postponed until May or June or it is pushed back by one or two years.

Analisi 13.03.2019

Key questions from the road

Spotlight - Having spent the first two months of 2019 travelling to see clients across Asia, the Middle East and Europe concern among clients remains and is surprisingly consistent across regions of the world despite one of the strongest rallies in global equities to start a year in the past 30 years. We address the three most asked questions.

Analisi 28.02.2019

Oil market review

Oil prices are up more than 23% year to date, with WTI increasing by more than USD 11 in under two months, reaching USD 56 towards the end of February.

Analisi 22.02.2019

Does January’s Credit Jump Signal China's QE?

China’s January total new credit (aggregate financing, flow data) reached a record high of RMB4.64trn ($690bn). Our China’s Credit Impulse Indicator finally turned around for the first time in 14 months. Does this signal a return of China’s aggressive reflation policy?

Analisi 15.02.2019

The Fed returns the punchbowl to the party

Spotlight - The dramatic Fed pivot from hawkish in September 2018 to now at worst ‘neutral’ signals that the Fed is reluctant to ‘take away the punchbowl’ completely from the post-2008 economic expansion.