- MONTHLY INVESTMENT OUTLOOK - A shifting risk-reward dynamic
- GLOBAL TACTICAL ASSET ALLOCATION - Solutions with asymmetric risk-reward profile are valuable
- UBP ECONOMIC OUTLOOK - Sound domestic demand fundamentals and supportive economic policy
- UBP ECONOMIC OUTLOOK - Trade war: this time is - always - different...
- GLOBAL EQUITIES - Improving earnings momentum but less scope for multiple expansion
- GLOBAL BONDS - Risk reward appears less attractive in Euro Investment Grade
- RECENT VIEW CHANGES - Rebuilding capital protection in equities; locking in gains in EUR fixed income