Peter Kinsella
Global Head of Forex Strategy
Forex
You want to keep track of currency movements. We have the know-how to help with your forex strategy.
In the global forex market, keeping abreast of technical changes and fundamental movements as well as anticipating potential geopolitical events can be very time-consuming. UBP has the expertise to help you develop and execute a personalised forex strategy and to make it an integral part of your broader asset allocation.
Forex Focus podcast series
Listen to our Forex Focus podcast series to learn or stay informed about the global foreign exchange market. Once a month, our expert Peter Kinsella analyses the latest forex news with influential financial experts. Plug in your headphones and listen!
Foreign exchange is sometimes an overlooked part of portfolio asset allocation, both as a stand-alone, return-focused asset class and as a risk management tool for global investors.
UBP forex specialists use a wide variety of qualitative and quantitative methodologies to analyse the markets, formulate views and come up with investment ideas on G10 currencies, emerging market currencies and precious metals.
Timely analyses and in-depth expertise
The integrated structure of UBP allows us to anticipate and to take advantage of both short-term forex market movements and long-term inflection points in key currency pairs and precious metals.
UBP’s forex specialists have an average of 15 years of experience and a depth of expertise across a range of forex capabilities, including forecasting, hedging, forex and intermediate loans, as well as longer-term trading ideas.
Our trading ideas and market analyses are designed to keep track of market opportunities, and come with a transparent risk/reward analysis, allowing you to manage your portfolio optimally.
Extensive coverage
UBP covers trade and settlement services in over 160 currency pairs in the spot and forward market. We also cover trade and settlement services for both vanilla and exotic products in both G10 and emerging market currencies.
Our forex solutions
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Tactical and strategic trading ideas
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Passive and active hedging strategies
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Forex structuring service
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Gold and precious physical metal strategies
Your contact
08.08.2025
UBP House View - August 2025
While the US earnings season has underpinned the equity rally, emerging risks – such as tariffs slowing the economy and fuelling price pressures – warrant investors’ attention. However, these risks remain insufficient to prompt a shift in our portfolio positioning, and we continue to maintain a broad diversification across asset classes.
04.08.2025
UBP Weekly View - Tech still leading the charge
The United Kingdom, Europe, South Korea, and potentially China in the near future: the list of US-negotiated trade deals continues to grow, yet uncertainty persists with several key partners. At the same time, investor focus is shifting back to economic fundamentals, with softer-than-expected US employment data released on Friday triggering a sell-off. Nonetheless, recent tech earnings results reaffirmed the sector’s enduring dominance.
28.07.2025
UBP Weekly View - Markets climb on trade deals
Commercial agreements are fuelling market optimism, reinforcing confidence in a clear path for corporate earnings growth. As the earnings season progresses, 34% of S&P 500 constituents have published their results, with 80% surpassing analysts’ estimates. This week, attention will be focussed on key economic data and potential new trade agreements as the 1 August tariff truce deadline approaches.
21.07.2025
UBP Weekly View - Banks convey an optimistic tone
US banking giants led the start of the earnings season, with their management expressing confidence about consumer resilience despite economic uncertainty and price pressures, with the latter being confirmed by more solid June US headline inflation data which came in at 2.6% year-on-year. This figure also supported further consolidation of the US dollar, although we expect this to be short-lived. More corporate results are due this week and are likely to play a key role in steering market sentiment.
15.07.2025
Building Bespoke Portfolios with Agility
How UBP is deepening its client-centric investment proposition in Asia?
14.07.2025
UBP Weekly View - Equities steady ahead of earnings season
The fresh salvo of tariffs paused the rally on global equity markets, leaving them broadly stable. Renewed tariff threats are reigniting concerns about global industrial supply chains, generating doubts about whether or not these pressures will erode corporate margins. The upcoming earnings season, which kicks off this week, may offer some hints of an answer.
08.07.2025
UBP Currency Views
The prospect of lower oil prices and possible Fed easing is benign for most G10 currencies.
07.07.2025
UBP Weekly View - Brighter earnings outlook for US equities
Investor sentiment in equities was buoyed last week by the passage of the ‘Big Beautiful Bill’, signs of US economic resilience, and hopes of easing trade tensions. US equities remain our preferred sector for the second half of the year, underpinned by stronger earnings growth expectations, a persistently weaker dollar, and significant exposure to the technology sector.
