News

Finanz und Wirtschaft (19.03.2022) -While a glimmer of hope for a cease-fire and the prospect of the Fed’s lift-off are providing some modest downside risk for the gold price, the general trend is upwards as investors flock into the safe haven of precious metals in search of protection from the rising geopolitical, energy supply and inflation risks.

Even though Asian economies have not endorsed sanctions, the Russia–Ukraine conflict will still have major impacts on the macroeconomic backdrop in the region.

Des taux d'intérêt historiquement bas et des valorisations boursières élevées ont déclenché des flux d'investissement sans précédent en direction des marchés privés.

Le Temps (07.03.2022) - La place financière suisse compte chaque année un peu moins de banques privées et, avec la vague de fusions-acquisitions de 2021, leur nombre est passé sous le seuil symbolique de la centaine.

Nearly 50 years ago, a long simmering conflict reignited with the Fourth Arab-Israeli War culminating in a global energy shock and kicking off the 1970s stagflationary era.

BlueEarth’s Climate Growth Strategy aims to support growth companies which address global environmental challenges in areas such as energy transition, electrification, industrial process optimisation and the circular economy.

In the wake of rising geopolitical tensions surrounding the conflict between Russia and Ukraine, UBP’s Senior Economist Asia, Carlos Casanova, shares his thoughts about the impact on Asian and global financial markets.

For much of the past decade, Asia technology investors were enthralled with China’s consumer-facing tech companies due to their strong and visible growth.

The macroeconomic backdrop will remain challenging in Q1-22. However, we will likely see an inflexion point following the much-anticipated policy pivot. GDP growth to accelerate from 3.0% y/y in Q1-22 to 5.0% on average in 2022.

The energy transition will require major investment and concerted political will to deliver on net-zero targets.

In this interview Mohammed Kazmi sets out to Bernard McGrath his case for investing in floating-rate notes as a way to reduce portfolio exposure to interest rates and gain from widely expected Fed rate hikes in the months ahead.

The Fed has clearly signalled that the next rate hike cycle is ahead, and bank stocks have started strong in 2022 supported by US 10-year rates, which are up by more than 20bps to 1.74%.