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Analysen 02.04.2020

COVID-19: The tug of war begins

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.

Analysen 31.03.2020

India Risk and Policy Response

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.

Analysen 26.03.2020

Gold: Explosive appreciation potential

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.

Analysen 20.03.2020

"Whatever it takes": fiscal edition

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.

Analysen 20.03.2020

COVID-19

Auf dieser Webseite finden Sie Informationen zu unserem Business Continuity Plan und unsere aktuellsten Einschätzungen zur Marktlage im Zusammenhang mit der Coronavirus-Pandemie (COVID-19).

Analysen 19.03.2020

Update on China’s Economy and Fed’s Backstop

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


Analysen 21.11.2019

UBP Investment Outlook 2020

Weltwirtschaft - quo vadis?

Analysen 24.10.2019

Convertible bonds add convexity to your portfolio

Amid volatile markets and concerns over the global economic outlook, how can investors mitigate the risk of capital loss while keeping the door open to capital gains? The answer lies in convertible bonds strategies, given the specific risk-return profile of this asset class.

Analysen 19.02.2020

Changes in consumption patterns

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


Analysen 18.03.2020

COVID-19 and the US dollar

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

Analysen 12.03.2020

Oil prices: implications for FX markets

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.

Analysen 11.03.2020

Frontier debt: a compelling investment opportunity

We believe frontier markets offer a compelling long-term investment opportunity: the combination of faster average growth rates, mostly manageable debt loads, and higher yields is what makes them attractive.

Analysen 05.03.2020

A Covid-19 framework for markets

Spotlight - The 2002-2003 SARS outbreak framework that most, including ourselves, were drawing upon to anticipate the trajectory of the COVID-19 coronavirus outbreak requires an adjustment following the failure of authorities to contain the contagion to the Asian continent.

UBP in der Presse 03.03.2020

Diskretionäres Portfolio-management kombiniert Know-how und Flexibilität

Le Temps (02.03.2020) - Es ist mittlerweile eine Selbstverständlichkeit, dass sich die institutionelle Verwaltung und das diskretionäre Portfoliomanagement gemeinsamer Entscheidungshilfen und Verwaltungsmethoden bedienen.

Analysen 27.02.2020

The viral demand shock goes global

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.

UBP in der Presse 26.02.2020

In 2020, Keep Calm and Buy Convertibles

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

UBP in der Presse 25.02.2020

'Asymmetry' still key in discretionary portfolios

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

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