Notícias

Institutional Money (11.12.2020) - In this article, we break down the three key reasons we are favouring AT1s over the coming months.

L'Agefi (04.12.2020) - Small- and mid-cap companies (SMID caps) have traditionally delivered superior long-term growth and returns than large caps. They also allow investors to gain exposure to key secular trends. However, finding the most promising companies requires a highly disciplined selection process.

Sphere (07.12.2020) - Rarely in the history of the globalised finance industry have equity markets been so unpredictable. The omnipresent threat of Covid-19 and increasing geopolitical instability have turned short- and medium-term economic and financial forecasting into mere guesswork.

Smaller companies as an exciting source of growth opportunities

Small and mid caps have traditionally recorded higher growth rates and investment returns over the long term than large caps: it is easier to generate a dynamic growth rate from a smaller base. Swiss and European small and medium-sized capitalisations – so-called ‘SMID caps’ – also tend to provide investors with ‘pure play’ exposure to major secular growth trends.

Financial Investigator (20.11.2020) - Frontier debt has grown significantly over the past decade and now warrants serious consideration as a dedicated allocation in investors’ portfolios.

Good With Money (20.11.2020) – Victoria Leggett, Head of Impact Investing at UBP, and Eli Koen, Fund Manager, recently took part in a Good With Money podcast, a series in which experts discuss current ethical investment trends.

Institutional Money (10.11.2020) - Traditional financial theory posits that investors in balanced portfolios, typically weighted 60/40 in favour of equities, would expect to realise capital gains and growth from their equity allocation, whereas their fixed income allocation would offer income and protection.

Monaco For Finance (28.10.2020) - Interview with Sérène El Masri, CEO UBP Monaco.

Our Global Head of Forex Strategy, Peter Kinsella, shares his thoughts on the forthcoming US presidential election.

Martin Moeller, Portfolio Manager of our newly launched strategy, shares his view on why global fintech equities are an interesting investment right now.

Institutional Money (08.09.2020) - FRNs offer an attractive risk/reward profile at the effective lower bound