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  • 05.06.2024

    Shifting perspectives in fixed income: focus on carry returns

    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

    India: A New Driver Emerges

    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.

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