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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.

A UBP na imprensa 17.10.2017

Saudi Equities: ready for globalisation?

Khaleej Time - Many will find it a bit of a mystery that Saudi Equities still do not form part of the most important international benchmarks. Despite solid macro-economic credentials, a market that has outperformed Emerging and Global Equities for the past 20 years is still kept out by major index providers.

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

A UBP na imprensa 09.10.2017

Active management still popular among investors

Market - With a team of more than 200 professionals, Union Bancaire Privée (UBP) has become a top-tier asset manager. UBP focuses on active management and is now a major player in the asset management industry. We spoke to Nicolas Faller, co-CEO of Asset Management at UBP.

Insight 05.10.2017

Investment Outlook 2018

Opportunities and Risks late in the Economic Cycle

 

A UBP na imprensa 29.09.2017

Private banking: the start of a renaissance

Le Temps (29.09.2017) -  It is time for banks to re-engage with themes that have been overlooked in recent years – such as innovation and partnerships – as part of their strategies.


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.

Insight 25.09.2017

Natural catastrophes: when investors take on insurers’ risks

Le Temps (25.09.2017) - Insurance-Linked Securities (ILS) enable insurance and reinsurance companies to protect themselves by transferring their risks to the financial markets. These instruments are a good source of diversification and offer a compelling risk/return profile.

Insight 19.09.2017

GST Will Unlikely Beget A Policy Reversal in India

Khaleej Times (18.09.2017) - India's cascading tax regime was not only inefficient for businesses but also translated into higher operating costs.

A UBP na imprensa 18.09.2017

Tectonic shifts on RMB

Hong Kong Economic Journal (12.09.2017) - The RMB had a different experience in the last twelve months to what we expected.

A UBP na imprensa 12.09.2017

Five questions to Norman Villamin

NZZ am Sonntag (10.09.2017) - Interview with Norman Villamin, Chief Investment Officer (CIO) Private Banking and Head of Asset Allocation.

A UBP na imprensa 08.09.2017

Hedging risk through dynamic short exposure

AGEFI Indices - Some lingering uncertainties on the markets could see investors reduce risk in their equity portfolios

A UBP na imprensa 06.09.2017

UBP's Norman Villamin is optimistic about technology stocks

Hong Kong Economic Times (29.08.2017) - The global stock market performed well in the first half of 2017

Insight 18.08.2017

Look East for New Investment Horizons

Citywire Switzerland - The land of the rising sun will eclipse US investors' funds