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Finanz und Wirtschaft (19.01.2021) - Norman Villamin, CIO Wealth Management von Union Bancaire Privée, hält die Furcht vor deutlich höheren  Zinsen für verfrüht. Er zieht Bergbautitel den Bankaktien vor.

Japan’s equity markets have outpaced other major developed market equities in both 2020 and year-to-date in 2021 as the world seeks to transition to a post-pandemic recovery.

UBP talks to Stéphane Bancel, Moderna CEO, to learn how the mRNA technology not only made one of the first COVID-19 vaccines possible, but, more importantly for investors, has the potential to disrupt the broader pharmaceutical industry in its wake.

US 10-year Treasury yields have risen 110 bps from their July, 2020 lows and 60 bps alone in 2021. Using previous bond market ‘tantrums’ going back to 2008 as a reference, a rise to as much as 1.7-2.5% may still lie ahead should the turmoil resume.

Apple, Amazon, Facebook and Alphabet/Google (‘Big Tech’) make up nearly 20% of the entire US market capitalisation by now. As a result, clouds may gather on the horizon for Big Tech in the shape of anti-trust prosecutions, increased regulation, and the prospect of adverse tax policies.

With vaccines to combat the global pandemic being rolled out beginning in late-December, Israel and the United Arab Emirates (UAE) have led the world in vaccinating their populations, having reached > 20% coverage by mid-January.

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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.

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

With the current respite in markets, investors need to re-anchor their portfolios within the rapidly shifting investment landscape.

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.

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.