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洞见 21.12.2020

China: Don’t fret over an increase in corporate bond defaults

Bond defaults were not part of the debate for much of 2020. However, these have picked up steam in Q4-20, resulting in a record level of USD 21.8 billion YTD, far exceeding the previous high of 2018.

洞见 17.12.2020

UBP Investment Outlook 2021

A Brave New World

洞见 26.11.2020

European Small Caps – Rising Stars

Smaller companies as an exciting source of growth opportunities

洞见 24.11.2020

Hidden gems in Swiss & European small caps

Small and mid caps have traditionally recorded higher growth rates and investment returns over the long term than large caps: it is easier to generate a dynamic growth rate from a smaller base. Swiss and European small and medium-sized capitalisations – so-called ‘SMID caps’ – also tend to provide investors with ‘pure play’ exposure to major secular growth trends.

洞见 23.10.2020

Podcast - No election rally for the dollar

Our Global Head of Forex Strategy, Peter Kinsella, shares his thoughts on the forthcoming US presidential election.

洞见 15.10.2020

The draw of the booming fintech sector

Martin Moeller, Portfolio Manager of our newly launched strategy, shares his view on why global fintech equities are an interesting investment right now.

洞见 05.10.2020

Webinar – Opportunities in the Gold Mining Sector

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.

洞见 01.10.2020

Investing amidst a new Fed policy regime

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


洞见 04.09.2020

Forex Focus: Silver Forecast

In recent weeks, silver has experienced huge price swings, moving from levels of around $19 to $29 per ounce.

洞见 31.07.2020

Gold/Silver: the early stages of a long-term bull market

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.

洞见 29.07.2020

Podcast - The beginning of the USD bear market

Our Global Head of Forex Strategy, Peter Kinsella, shares his outlook for the US dollar for the months ahead.

洞见 28.07.2020

Webinar – The strategic case for gold

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.

洞见 21.07.2020

Does improving governance in Japan matter?

The launch of the Corporate Governance Code in 2015 could be a real, long-term game changer for Japan, as historically poor corporate governance has been considered a key reason for local companies’ low ROE and global investors’ underweights.

洞见 20.07.2020

The ins and outs of impact investing

Simon Pickard, Chairman of UBP’s Impact Investment Committee, and Kanini Mutooni, a member of UBP’s Impact Advisory Board, discuss impact investing, how COVID-19 has affected it and how it will evolve in the future.

洞见 13.07.2020

Swiss Equities – Structural value creation

The resilience of the Swiss economy has once again been proved during the COVID-19 pandemic and is reflected by the Swiss equity market’s year-to-date outperformance.

洞见 06.07.2020

US Presidential Election Comes Into Focus

Spotlight - US President Trump’s re-election polls have fallen to their lowest levels since polling began for the 2020 Presidential contest raising the potential for a change in the presidency in 2021.