1. Newsroom
  2. Webinar – Market Spotlight
Menu
Insight 11.05.2020

Webinar – Market Spotlight

Webinar – Market Spotlight

On Wednesday 6 May 2020, Norman Villamin and Peter Kinsella hosted the “Market Spotlight” webinar to discuss the rapidly changing markets and the opportunities and risks they present.



Our experts answered five questions to highlight what investors should look at in the month ahead:

  • As lockdowns ease, what will the recovery look like in the US, Europe, and China?
  • The US Federal Reserve has committed to its version of ‘whatever it takes’. Which asset classes can still benefit?
  • With a 25% rally from the March lows, how should investors position themselves in global equities?
  • How worried should investors be about the political rifts emerging in the euro area?
  • Is the worst over for crude oil?

Villamin_Norman_150x150.jpg

Norman Villamin
CIO Wealth Management

Peter_Kinsella_150x150.jpg

Peter Kinsella
Global Head of Forex Strategy

Expertise

Global equities

Invest in companies with superior and sustainable value creation.


Further reading

Insight 27.03.2024

Four reasons to consider global SMID caps in 2024

As the “Magnificent 7” generate risks in the segment, diversification within equities becomes key. Global small- and mid-cap (SMID) stocks, represented by the MSCI World SMID Cap Index, are emerging as a compelling option.

Insight 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.

Insight 12.03.2024

Why Swiss equities should be considered in every equity allocation in 2024

Investors may find the strong fundamentals and stable economic, political and social aspects of Switzerland attractive in terms of equity investments in a year which may be dominated by geopolitical newsflow.