1. Newsroom
  2. Spotlight: Navigating a Trump Presidency
Menu
Insight 14.02.2017

Spotlight: Navigating a Trump Presidency

Spotlight: Navigating a Trump Presidency

President Donald Trump has moved quickly to enact his policy agenda outlined during his 2016 Presidential campaign.


Though medium-term risks exist, the UBP ‘Start-Stop’ framework highlights the priority President Trump’s appears to place on pursuing tax reform and a repeal of the Affordable Care Act to solidify his perceived legitimacy via the 2018 Congressional Elections. These priorities enhance the existing strong global growth momentum which should be the near-term focus for investors. Equities remain best positioned to capitalize on these trends as fixed income markets no longer compensate investors well for interest rate or credit risk. Gold and risk premia strategies remain our preferred vehicles to hedge against medium-term policy uncertainty.

Dowload the document

LOK Michael.jpg

Michaël Lok
Group CIO and Co-CEO Asset Management

Norman Villamin-1.jpg

Norman Villamin
CIO Private Banking

GAUTRY_Patrice_UBP_72dpi-9511.jpg

Patrice Gautry
Chief Economist

Small and mid caps

A fertile hunting ground for active managers

Learn more about our expertise on small and mid caps

Watch the video

Most read

UBP in the press 15.02.2018

Convertible bonds: it’s time to be tactical

As we enter 2018 after a record year, one question is on everyone’s lips: what can be reasonably expected from here?

UBP in the press 07.02.2018

French small and mid caps: high potential in 2018

Smaller companies have now performed strongly over a number of years following the financial crisis and have a history of strong relative returns over the long term. What are the main contributing factors to these positive returns, and will the outperformance that has been seen in 2017 be followed by further strength in 2018?

UBP in the press 06.02.2018

Swiss equities: sustained growth driven by emerging countries

Contrary to some small- & mid-cap (SMID) segments of stock indices, the SPI Extra is not necessarily more of a reflection of the domestic economy than the wider Swiss equity market, where more than 90% of company revenues are generated abroad. Swiss SMIDs are broadly as international.

Further reading

UBP in the press 15.02.2018

Convertible bonds: it’s time to be tactical

As we enter 2018 after a record year, one question is on everyone’s lips: what can be reasonably expected from here?

UBP in the press 07.02.2018

French small and mid caps: high potential in 2018

Smaller companies have now performed strongly over a number of years following the financial crisis and have a history of strong relative returns over the long term. What are the main contributing factors to these positive returns, and will the outperformance that has been seen in 2017 be followed by further strength in 2018?

UBP in the press 06.02.2018

Swiss equities: sustained growth driven by emerging countries

Contrary to some small- & mid-cap (SMID) segments of stock indices, the SPI Extra is not necessarily more of a reflection of the domestic economy than the wider Swiss equity market, where more than 90% of company revenues are generated abroad. Swiss SMIDs are broadly as international.