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Analisi 29.03.2016

Focus on Emerging Markets - March 2016

It is no secret that emerging equities had been underperforming their DM peers since 2010 until faily recently. Fundamentally, we believe it was justified by declining growth premium of emerging versus developed economies.

 

Analisi 22.03.2016

UBP onboards a new partner on US equities

UBP has partnered up with AJO, a leading US equity manager. This is an exclusive partnership that will bring the fund the benefit of AJO’s seasoned investment process and track record.

Analisi 21.03.2016

Consequences and implications of changing liquidity conditions

Accommodative monetary policies adopted by central banks, such as the Fed in 2008, have turned out to be long-term fixtures. They have had a significant and structural impact on the asset management business.

Analisi 15.03.2016

Opportunities in European equities

The need for income in challenging markets - Every manager’s conviction is tested in times like these, with the start to 2016 especially showing how it is always difficult to predict how macro issues will effect investments.

Analisi 11.03.2016

Investors Should Continue Looking Into Emerging Asian Markets

For the European Central Bank (ECB) and the Bank of Japan (BOJ), the initial response to the negative interest rate experiment has not worked out as planned.

Analisi 11.03.2016

ECB: a step closer to helicopter money

Yesterday, the ECB didn’t disappoint investors and moved aggressively to ease financial conditions.

Analisi 10.03.2016

China's National People Congress: Criticism Misplaced

China’s National People Congress (NPC) commenced during the first week of March, where Premier Li Keqiang announced several economic targets for 2016. Most fell in line with expectations, including growth between 6.5% and 7.0%.

Analisi 10.03.2016

Gold on the rebound, ahead of ECB and FOMC meetings

Since the beginning of the year sentiment on gold has improved, mainly as a result of concern about a global economic slowdown, of the perception that most major central banks will maintain their loose monetary policies, and of the fear that negative rates will become generalised.


Analisi 01.03.2016

G20 in Shanghai: No Time to Monkey Around

The Year of the Monkey has yet to be kind to Chinese equity markets as the MSCI China remains 15% below the start of 2016.

Our expert(s)
Analisi 24.02.2016

Why Small Caps Matter?

Not as volatile as generally perceived, US small caps have very good reasons for being in any investment portfolio.

Analisi 15.02.2016

M.Longhini: “The dangerous quest for bond yields”

In the column "Un oeil sur la place financière" of the Swiss daily Le Temps, Michel Longhini, CEO Private Banking, regularly brings his perspective to the newspaper’s readers.

Analisi 10.02.2016

Convertible bonds: quality and potential

In 2015, global convertible bond issuance totaled USD 82 billion, a very decent level, although slightly down in comparison to 2014 and 2013.

Analisi 05.02.2016

Nicolas Faller: "Asset management is an expensive business"

In an interview with the Swiss newspaper, Le Temps, Nicolas Faller, co-CEO of Asset Management, throws some light on what it takes to become a leading player – like UBP – in the asset management market.

Analisi 30.04.2015

Annual & Financial Reports 2014

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Analisi 29.04.2014

Annual & Financial Reports 2013

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Analisi 30.04.2013

Annual & Financial Reports 2012

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