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17.06.2024
Our experts examine the tumultuous US election landscape and historical market behaviour during election years, as well as anticipate the fiscal challenges awaiting the next president amidst record-high US federal debt levels.
05.06.2024
Against a higher-for-longer interest rate landscape and limited potential for spread compression, fixed income returns will mainly derive from carry.
14.03.2024
Driven by Prime Minister Narendra Modi’s economic programme, India has embarked on a phase of infrastructure investment akin to China’s in the 1990s. In our latest edition of UBP Headlines, our Group Chief Strategist Norman Villamin takes a deep dive into the booming Indian market, exploring its investment opportunities.
Speakers: Kier Boley, John Argi, Fredrik Langenskiöld
Speakers: Adrian Künzi
