Notícias

A Brave New World

On Thursday 1 October 2020, UBP's experts Norman Villamin and Peter Kinsella hosted a webinar with Evy Hambro, Global Head of Thematic and Sector Investing at Blackrock, to discuss what gold investors can expect in the quarters ahead.

Spotlight - September saw the end of the US Federal Reserve’s inflation containment policy regime in place since the 1970s. 

With the current respite in markets, investors need to re-anchor their portfolios within the rapidly shifting investment landscape.

Spotlight - Despite the impressive 30% rally for gold and 70% rally in silver from the March lows, the precious metals are likely still in the early stages of a long-cycle bull market.

On Friday 24 July 2020, UBP's experts Norman Villamin and Peter Kinsella hosted a webinar with John Reade, Chief Market Strategist at the World Gold Council, to discuss the constructive environment for gold.

Spotlight - We see three key risks on the horizon: secondary outbreaks in the US, rising US-China geopolitical tension and political fragmentation in the Euro area

On Wednesday 6 May 2020, Norman Villamin and Peter Kinsella hosted the “Market Spotlight” webinar to discuss the rapidly changing markets and the opportunities and risks they present.

Spotlight - With the COVID-19 virus having run unimpeded through Europe and the United States in recent weeks, looking ahead, the impact of the virus will now face not only more aggressive containment efforts but also growing measures to offset its effect on the broader economy.

Spotlight - The 2002-2003 SARS outbreak framework that most, including ourselves, were drawing upon to anticipate the trajectory of the COVID-19 coronavirus outbreak requires an adjustment following the failure of authorities to contain the contagion to the Asian continent.

Spotlight - With the failure of authorities to contain the coronavirus contagion to within China or even Asia, the prospect of a more sustained demand shock for global economies has emerged. This poses the potential for elevated risks for investors looking ahead.