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  • 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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