Newsroom

Spotlight - With the COVID-19 virus having run unimpeded through Europe and the United States in recent weeks, looking ahead, the impact of the virus will now face not only more aggressive containment efforts but also growing measures to offset its effect on the broader economy.

India’s total infected cases (979) and fatality rate (25) remain low but it has been escalating. According to the World Health Organisation (WHO), this can become overwhelming, if uncontrolled.

Our Global Head of Forex Strategy Peter Kinsella discusses the evolution of our gold outlook over the last few months and provides an update on the current climate surrounding COVID-19.

Spotlight - With the US and broader European economies entering the ‘acceleration’ phase of their respective COVID-19 infection cycles, fiscal policymakers across Europe and the United States have begun outlining plans to bear down on this growing shock to demand and confidence.

Has China turned the economic corner or will Europe and the US keep dragging it down?

Our Global Head of Forex Strategy Peter Kinsella discusses the impact of COVID-19 on the US dollar and on the wider currency universe.

Our EM macro and FX Strategist Koon Chow and our Global Head of Forex Strategy Peter Kinsella discuss the steep decline in the oil price and its significant implications for FX markets.

Le Temps (02.03.2020) - Institutional and discretionary asset managers are increasingly using the same decision-making tools and investment techniques.

Spotlight - With the failure of authorities to contain the coronavirus contagion to within China or even Asia, the prospect of a more sustained demand shock for global economies has emerged. This poses the potential for elevated risks for investors looking ahead.

Agefi Indices (24.02.2020) - Convertible bonds’ convexity and exposure to attractive secular themes make them a strategic asset to include in portfolios in 2020 and beyond

Citywire Asia (17.02.2020) - UBP started positioning its discretionary portfolios to look more 'asymmetric' over the medium-term in 2018.

With uncertainty still lingering around the COVID-19 outbreak, we recommend a defensive strategy at current valuations and consider a severe economic decline but a well-priced V-shaped rebound in the markets.

Despite being fast-moving and quite unpredictable, changes in consumption patterns are expected to reshape the economic landscape.

Since the beginning of the year, most emerging market currencies have registered losses against the USD.