News

L'Agefi (29.10.2021) - La dette privée peut dynamiser l’offre de logements sociaux et abordables, pour le plus grand bénéfice des investisseurs et des personnes à faible revenu. Ce thème d’investissement apparaît comme particulièrement attrayant à long terme.

Les ‘marchés frontières’ sont particulièrement intéressants en tant qu’investissement distinct de l’univers de la dette émergente globale, et ce pour plusieurs raisons. La plus évidente est que les performances ont dépassé celles de la dette souveraine émergente sur toutes les périodes considérées. 

In the United States, the Covid-19 Delta variant is continuing to wreak havoc, causing concern that the recovery could be derailed. However, there are reasons to be optimistic about the US equity market, with companies having posted exceptional earnings over the second quarter. Looking ahead, a focus on long-term, sustainable, quality, growth companies is the right approach to capture returns.

London, 12 October 2021 - With the UN Biodiversity Conference (COP15) under way this week in Kunming, China, Union Bancaire Privée’s (UBP) Impact Investing team has called on delegates to match their ambitions on the protection of global biodiversity by issuing four “wishes” for commitments at the Conference.

Tighter rules have led to rapid deleveraging in China’s housing sector. Embattled real-estate developer Evergrande’s situation has sent shock waves through the credit market. The company’s default looks manageable but could become a systemic issue if the authorities do not facilitate an orderly default.

A cross-sectoral push for sustainable finance

Le Temps (04.10.2021) - Depuis que les marchés privés ont commencé à prendre leur essor dans les années 1990, jamais ils n’avaient été portés par des vents aussi favorables. Ils recouvrent une large partie du périmètre de la gestion alternative, à savoir toutes les classes d’actifs non traditionnelles.

The world stands at the beginning of a pivotal decade in which institutional investors and governments each have a responsibility to accelerate action to tackle the climate crisis. UBP is a signatory of the 2021 Global Investor Statement to Governments on the Climate Crisis.

The UK Stewardship Code 2020 sets high stewardship standards for those investing on behalf of UK savers and pensioners.

China’s deployment of a growing range of tools across its policy arsenal highlights the sharp pivot that has taken place from the ‘To get rich is glorious’ era of Deng Xiaoping to the ‘Common Prosperity’ epoch being pursued in earnest by its current leader, Xi Jinping.

Asian markets are being slow to emerge from lockdown, despite the rest of the world gradually opening up its economies again. The reasons for this have much to do with low vaccination rates, but also with governance. A growth gap between developed and emerging markets is beginning to appear.