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Asian Market Review and Outlook - July 2017

Hubbis - A healthy product mix has been instrumental to Union Bancaire Privée’s success in Asia to date. It is now looking to direct investments, bespoke offerings and alternatives to make further headway in this crowded market.

Since the start of the year, the small- and mid-cap segment has had the wind in its sails as far as investors are concerned. As it is more exposed to domestic markets, the small- and mid-cap universe is presenting a number of opportunities in Europe.

Le Temps - The bull run that began in the US in March 2009 already ranks highly in the stockmarket record books.

Asian markets have posted a better than expected performance in 2017, as share price returns have been supported by stronger earnings growth in technology stocks while a recovery in commodity prices benefited cyclical and industrial companies.

Fundplat - Like their larger peers, the smaller Swiss companies tend to have a global presence  and differentiate themselves from their competitors with an innovative and sometimes niche, product offering.

Positive outlook despite political risks.

Forbes - It is shaping up to be a vintage year for European equites.

Net profit at the end of June 2017 was CHF 109.5 million, up 21.6% from CHF 89.9 million a year earlier. Assets under management totalled CHF 118.9 billion at the half-year.

The calm after the storm.

A better than expected pickup in global trade dynamics and elevated confidence levels lifted world markets higher over the first half of 2017.

L'Agefi - Reduced political risk in Europe and the US Federal Reserve's relative openness about its intentions have clarified the outlook for the bond markets.

The rising risk of global trade, capital and labour protectionism is an important investment topic.

L'Agefi - Small- and mid-cap stocks are being buoyed by solid fundamentals and the improving economic environment, and remain attractive as components of a long-term investment strategy.

Le Temps  - Belgium has recently extended the scope of its tax on stock exchange transactions (known as the "TOB") to foreign transactions. This represents a new challenge for the Swiss finance industry, and an opportunity for Swiss banks to take a fresh look at how they need to adjust the service they provide to foreign clients.

Banker Middle East - Michaël Lok, Co-CEO Asset Management at Union Bancaire Privée comprehensively discusses the bank’s investment strategies in manoeuvring through challenging times.