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Analysen 16.04.2019

A Fresh Look at Japanese Equities

Making the case for Japanese equities

Analysen 11.04.2019

Look for global growth concerns to fade

Spotlight - Signs of a reduction in current worries about recession or in the downside risks to today’s modest earnings expectations are needed as a catalyst to support the next sustainable leg of equity market returns.

Analysen 05.04.2019

Swiss small and mid-cap equities update

Diversified & High quality growth

Analysen 25.03.2019

Thoughts on China and related assets

China’s growth slowdown will likely extend to mid-2019 before finding a floor (with GDP growth at around 6% year-on-year) as cumulative policy easing starts to take effect.

Analysen 22.03.2019

A bumpy road to a soft Brexit

The UK parliament voted to request an extension to Article 50, meaning a postponement of the official date of leaving the EU, which was initially scheduled for the end of March. Two options are on the table: Brexit is postponed until May or June or it is pushed back by one or two years.

Analysen 13.03.2019

Key questions from the road

Spotlight - Having spent the first two months of 2019 travelling to see clients across Asia, the Middle East and Europe concern among clients remains and is surprisingly consistent across regions of the world despite one of the strongest rallies in global equities to start a year in the past 30 years. We address the three most asked questions.


UBP in der Presse 02.04.2019

Zürich ist ein zentrales Standbein für die UBP

Le Temps (29.03.2019) - Vor genau vier Jahren hat die UBP die Privatbank Coutts übernommen. Heute verwaltet UBP 25 Milliarden Franken in der Wirtschaftsmetropole der Schweiz und hat damit ihre Kundenvermögen innerhalb von fünf Jahren verdoppelt. Wir haben Adrian Künzi, Leiter der UBP Zürich, getroffen.

Analysen 13.12.2018

UBP Ausblick 2019

Uneinheitliche Konjunkturentwicklungen – Chancen und Risiken für Anleger

UBP in der Presse 05.11.2018

Commodities outlook in a volatile market environment

Agefi Indices (23.10.2018) - With the exception of oil, the commodity complex as a whole has been struggling since the beginning of the year on concerns about the escalation of the US–China trade war and a stronger US dollar.


Analysen 28.02.2019

Oil market review

Oil prices are up more than 23% year to date, with WTI increasing by more than USD 11 in under two months, reaching USD 56 towards the end of February.

Analysen 22.02.2019

Does January’s Credit Jump Signal China's QE?

China’s January total new credit (aggregate financing, flow data) reached a record high of RMB4.64trn ($690bn). Our China’s Credit Impulse Indicator finally turned around for the first time in 14 months. Does this signal a return of China’s aggressive reflation policy?

Analysen 15.02.2019

The Fed returns the punchbowl to the party

Spotlight - The dramatic Fed pivot from hawkish in September 2018 to now at worst ‘neutral’ signals that the Fed is reluctant to ‘take away the punchbowl’ completely from the post-2008 economic expansion.

Analysen 31.01.2019

Measuring funds’ social and environmental impact

In 2018, UBP started a collaboration with the Cambridge Institute for Sustainability Leadership (CISL), a pioneering institution within the University of Cambridge working with influencers to build a sustainable economy.
Analysen 24.01.2019

China’s Policy Stimulus: What’s Really Going On?

At the press conference on China’s policy easing on January 15, senior officials from People’s Bank of China (PBOC), Ministry of Finance (MOF) and National Development of Reform Commission (NDRC, the state planner) jointly reiterated the message of a deepening counter-cyclical policy to cushion the current economic slowdown.

Analysen 18.01.2019

Looking forward from 4Q18 volatility

Spotlight - Investors should expect overall returns to be modest and characterised by recurring bouts of 4Q18-style volatility across markets.

Analysen 09.01.2019

Emerging Market Fixed Income – 2019 Outlook

After a market sell-off in 2018, we believe that emerging market (EM) fixed income should perform better in 2019, thanks to sound fundamentals, reduced political risk and more favourable technicals and valuations.

Analysen 13.12.2018

UBP Ausblick 2019

Uneinheitliche Konjunkturentwicklungen – Chancen und Risiken für Anleger

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