1. Sala de redação
pt
O Meu Acesso
Contacte-nos
Menu

Sala de redação

Mostrar tudo Comunicados de imprensa Insight A UBP na imprensa Empresariais
Insight 11.10.2018

China: Expect even more rate cuts

China’s recent reserve requirement ratio (RRR) cut of 100 basis points (bps) on October 7 was larger than anticipated but still represents measured monetary liquidity easing by the central bank.
Insight 08.10.2018

The latest on the oil market

September saw WTI oil prices drop 4% during the first week of the month before rallying almost 12% to reach USD 75 per barrel at the beginning of October. The rally came as investors have been gauging OPEC’s ability to replace falling Iranian exports and declining Venezuelan production.
Insight 25.09.2018

US-China Trade War

Spotlight - From Checkers To Chess

Insight 12.09.2018

China's trade war scenarios

Spotlight - Sino-US trade tensions continue to dominate the focus of global markets with few signs of resolution in the near term.

Insight 14.08.2018

Oil demand stays firm

WTI oil prices are down almost 10% since the beginning of July. At the beginning of August, oil prices started their longest weekly losing streak in three years. The US/China trade tensions fuelled concerns that global economic growth could slow, weakening worldwide energy demand.
Insight 07.08.2018

A regime change ahead for global technology

Spotlight - An evolution in return drivers for global technology.

Insight 30.07.2018

Exploiting opportunities in equities and managing risks in bonds

Investors entered 2018 optimistic following the stellar returns across most asset classes in 2017.

Insight 10.07.2018

Trade War Update

Asia Macro Strategy (10.07.2018) - The trade war that started last Friday (July 6th) has been well anticipated. The US initially imposed tariffs of 25% tax on US$34 billion worth of Chinese goods. The next US$16 billion will be announced in two weeks, according to US President Donald Trump.

Insight 26.06.2018

Navigating Quantitative Tightening in the Eurozone

Spotlight - US Quantitative Tightening: A road map for the ECB.

Insight 20.06.2018

Managing political risk in EM

There are around 80 countries in which we can invest, so we may have to contend with up to 20 elections a year. This does not call for being either cautious or bullish, but for being politically aware and having a process for assessing political risk. In our case this means understanding the economic impact of different outcomes, working out which ones have been priced in, and monitoring opinion polls.

Insight 20.06.2018

A fresh look at global fixed income opportunities

On 26 June, the first edition of our Investment Insight Summit in Zurich addressed pressing topics within the asset management industry. In her keynote speech, Christel Rendu de Lint talked about global fixed income opportunities and strategies.

Insight 14.06.2018

Initial Thoughts on Trump-Kim Summit

Tame market response to the summit is accurately priced, in our view, with still low expectations of a real breakthrough in the near term to trade the ‘peace dividend’ or ‘economic reconstruction’ themes.

Insight 11.06.2018

Why Value Investing is not Dead in Japan

In this paper, we will take a closer look at what could be the drivers or catalysts for value stocks to come back into favour.
Insight 01.06.2018

Navigating choppy waters

After strong growth in Q4, activity was relatively weak in Q1, particularly in developed economies. Where is the global economy going in the next quarters?

Insight 30.05.2018

Q&A on Italy and the Eurozone

Elections in Italy, and also probably in Spain, could refuel political risks in the eurozone, as these elections have the potential to turn into an implicit referendum on the eurozone.

Insight 29.05.2018

SMIDs continue to offer good investment opportunities

Small and mid caps (SMIDs) have been outperforming large caps since the beginning of the year and many factors are in place for this solid trend to continue.