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  • 28.11.2024

    Exploring Emerging Market Corporate Bonds

    Emerging market (EM) corporate bonds have faced considerable challenges in recent years, with rising geopolitical tensions, defaults in China’s real estate sector, and elevated global interest rates dampening investor appetite; however, the tide may be turning. A shift in the global interest rate environment – marked by a rate cut by the US Federal Reserve and a fresh economic stimulus package in China – offers an opportunity to revisit this often-overlooked asset class.

  • 20.11.2024

    China: A Path Towards “Whatever It Takes”

    The statements in late 2024 from China’s central bank and the country’s Politburo sparked hopes of a ‘whatever it takes’ moment, only to see these dashed, as policy actions have fallen short of expectations.

  • 04.11.2024

    Infrastructure: The new, sought-after safe haven?

    Infrastructure assets provide essential services to communities, facilitating the transport of people, data, and energy.

  • 11.10.2024

    What the new rate-cutting cycle means for asset classes

    Several central banks, including the Federal Reserve, Bank of England, and European Central Bank, have ushered in a new era of rate-cutting, signalling the end to their fight against inflation. But what does this easing cycle mean for asset classes?

  • 23.09.2024

    The booming direct lending market

    Direct lending, the biggest segment in private debt, is now accessible to a broader range of investors and seeing increasing demand, boosted by its superior risk-adjusted returns and attractive features that include speed and certainty of execution.

  • 06.08.2024

    2024 US Elections: a new start

    The attempted assassination of Donald Trump, Joe Biden's withdrawal from the race, and the rise of Kamala Harris: unexpected twists have emerged in the US presidential election. 

  • 17.06.2024

    2024 US elections come into view

    Our experts examine the tumultuous US election landscape and historical market behaviour during election years, as well as anticipate the fiscal challenges awaiting the next president amidst record-high US federal debt levels.

  • 05.06.2024

    Shifting perspectives in fixed income: focus on carry returns

    Against a higher-for-longer interest rate landscape and limited potential for spread compression, fixed income returns will mainly derive from carry.

  • 14.03.2024

    India: A New Driver Emerges

    Driven by Prime Minister Narendra Modi’s economic programme, India has embarked on a phase of infrastructure investment akin to China’s in the 1990s. In our latest edition of UBP Headlines, our Group Chief Strategist Norman Villamin takes a deep dive into the booming Indian market, exploring its investment opportunities.

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