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Insight 15.01.2020

China’s Macro, Equity and Credit Outlook

Despite heightening military confrontation between the United States and Iran, China equities enjoyed a solid start in the new year.

Insight 09.01.2020

EM opportunities in 2020

Podcast - We see a more helpful economic climate for EM, at least going into the early part of the year, with some signs of growth stabilisation and less pressure on exports.

Insight 06.01.2020

Key Focuses in the Year of the Rat

After a global slowdown in 2019, UBP expects world growth to stabilise on a moderate trend in 2020 (up 2.4% vs. 2.3% in 2019).

Insight 18.12.2019

No one has won the Trade War... Yet

Spotlight - It is too early for either China or the United States to claim victory following the ‘Phase 1’ agreement announced last week.

Insight 02.12.2019

Exploring what lurks under the surface in credit

Spotlight - The emergence of economic ‘green shoots’ suggests the US ‘mini-cycle’ slowdown is nearing its end. However, investors should recall that the previous mini-cycles in the post-crisis period have each involved a credit event.

Insight 21.11.2019

UBP Investment Outlook 2020

The Global Economy at the Crossroads


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Insight 21.11.2019

UBP Investment Outlook 2020

The Global Economy at the Crossroads

Insight 25.07.2019

Navigating wealth succession in Asian families

Wealth succession is complex, emotional and can be costly if not managed properly

Insight 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.


Insight 20.11.2019

Navigating cross-currents in global equities

Spotlight - Though investor anxiety given the strong rally YTD in global equities is understandable, historically, strong January-October returns have been followed by gains averaging 4.8% in November-December.

Insight 08.11.2019

Hong Kong: Market Valuation Amid Local Recession

Last week’s release of the third quarter 2019 (3Q19) GDP confirmed the combined shock to Hong Kong’s economy induced by the protracted domestic protests and lingering Sino-US trade war uncertainty.

Insight 04.11.2019

A view on the Lebanese investment landscape

Podcast - In terms of social dynamics, politics, and economics, the situation in Lebanon is worsening.

Insight 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.

Insight 22.10.2019

China's Economy: Growth and Policy Effect

The Chinese economy, in its current stage, is fine with steady growth deceleration. This is despite protracted external headwind arising from the on-going trade war which has continued to curb investment appetite and spurred financial market volatility.

Insight 18.10.2019

China-US Trade Deal: Positive in the Near Term

On October 11, China and the US have agreed to work towards a partial trade deal. US President Donald Trump called it ‘Phase One’, with subsequent phases to deal with broader and fundamental issues.

Insight 16.10.2019

Demographics: a broad and long- term opportunity set

Secular trends encompass thematic opportunities with the potential to have a material effect on the world and financial landscapes with long-term and lasting effects.

Insight 10.10.2019

Brexit: from backstop to no deal?

Podcast - Last week, UK Prime Minister Boris Johnson sent the EU the UK government’s alternative proposals to replace the Irish border backstop clause in the EU–UK withdrawal agreement.

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