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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


UBP in der Presse 18.10.2018

Tech sector driven by innovation

Sphere (10.2018) - Since the 2008-09 global financial crisis, the global technology sector has delivered an impressive annual return of 15.4%, easily outpacing global equities as a whole (10.2%).

Analysen 17.10.2018

Impact investing - Creating the future now

The role of impact investing is to strive to solve the world’s most pressing problems by identifying compelling long-term investments.
Analysen 15.10.2018

Global Equities: P/E de-rating in progress

Spotlight - The broad-based sell-off in global equities has fully retraced the gains made from February 2018’s lows. Even world beating technology shares have fully given up the 8% gains seen over the summer.


Analysen 13.11.2018

A bear market in crude oil: how long will it last?

Spotlight - The tailwind of tight supply that characterised the oil market in 2017 has receded in 2018.

Analysen 01.11.2018

US Congressional elections - November 2018

Spotlight - US Congressional elections are set to take place on 6 November.

Analysen 30.10.2018

China policy easing measured but more extensive

Opening domestic market further is a welcome move but may not fully address Trump’s demands on China to resolve the trade war.
Analysen 25.10.2018

Five Triggers for a Market Bottom

Spotlight - Investors should watch for a shift to tightening financial conditions to signal a change in Fed tone to ease some of the pressure on markets.

Analysen 23.10.2018

US vs Europe: 3-1

Many people are wondering whose economy and financial markets will perform the best in the next 12 months – Europe’s or the US’s. Let’s explore the current and potential performances of both economies to see who is in the lead.

Analysen 17.10.2018

Impact investing - Creating the future now

The role of impact investing is to strive to solve the world’s most pressing problems by identifying compelling long-term investments.
Analysen 17.10.2018

Impact investing - Shaping tomorrow

Impact investing can help shape a healthier and brighter future.

Analysen 15.10.2018

Global Equities: P/E de-rating in progress

Spotlight - The broad-based sell-off in global equities has fully retraced the gains made from February 2018’s lows. Even world beating technology shares have fully given up the 8% gains seen over the summer.

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