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Mostrar tudo Comunicados de imprensa Insight A UBP na imprensa Empresariais
Insight 08.02.2018

Spotlight: Normalisation of long-term yields

The next stage in the post-2008 transition.
Insight 01.02.2018

Addressing systemic risks in China would extend the Asian rally

From the Desk of a Fund Manager (January): The global equity rally in 2017 stemmed not only from subdued geopolitical risks, but also in part from growing evidence of a pickup in world economic trade and a recovery in commodity prices.

Insight 30.01.2018

US tax cut: a catalyst for small cap stocks

Both chambers of the US Congress are targeting a tax cut which could reach USD 1.5tn over the next decade. Much has been made of the recent US tax reform.

Insight 29.01.2018

What is the ECB’s strategy?

Focus on the ECB’s monetary policy: still accommodative, but for how long?
Insight 10.01.2018

2018 saw gold get off to a flying start but stability is just around the corner

Gold started the new year with a bang, rallying to its highest level since mid-September 2017.

Insight 08.01.2018

Asian Bourses look to carry strong 2017 into 2018

Asia Market Review and Outlook - December 2017

Insight 19.12.2017

Indian stocks look to mirror China's 2017 performance

Khaleej Times (17.12.2017) - Emerging markets are beginning to encounter headwinds. Following positive year to date returns the temptation to take profits surfaces as political concerns take heed particularly in the Middle East, South America and Southern Africa.

Insight 08.12.2017

Asian Stocks inch higher as India’s GDP reading reverses earlier declines

Asia Market Review and Outlook - November 2017.

Insight 23.11.2017

Swiss equities: Investing in global growth

The Swiss market relative to the MSCI World has delivered significantly higher returns with lower volatility and lower drawdowns.

Insight 30.10.2017

Consumer Staples - The end of an era?

Market and corporate lifecycles can last a very long time and create large valuation anomalies offering great opportunities for active managers.

Insight 19.10.2017

Some segments of the bond market are still capable of delivering good returns

The current market environment is contradictory to some extent. Economic activity remains strong, with firm, synchronised growth across all geographical zones, and inflation is neither too high nor too low, allowing central banks to take a very gradual approach when bringing their monetary policies back to normal.

Insight 16.10.2017

Emerging-market debt: old prejudices die hard

Although they are often regarded as too risky, hard-currency emerging-market corporate bonds have their attractions, including a very competitive risk/return profile. As economic fundamentals improve, investment flows into this asset class are likely to continue growing.
Insight 12.10.2017

“The stockmarket correction is over in Europe”

After consolidating during the summer months, equity indexes resumed their upward trend last month. However, now is still a good time to take fresh positions in European equity markets, and particularly in the small- and mid-cap segment.
Insight 11.10.2017

Fed Signals to Shrink Balance Sheet, Asian Currencies Fall

Asian Market Review and Outlook - September 2017

Insight 05.10.2017

Investment Outlook 2018

Opportunities and Risks late in the Economic Cycle

 

Insight 28.09.2017

Global Market Conditions Are Offsetting Fed’s Balance Sheet Contraction Strategy

From the Desk of a Fund Manager (September): Global Market Conditions Are Offsetting Yellen’s Balance Sheet Contraction Strategy; Asian Economies Remain Prepared.