Norman Villamin

Group Chief Strategist

Zurich, Suisse

Anglais

Plus d'articles de Norman

02.10.2024

US debate drama drives investors to gold and hedge funds

After a historic US pre-election debate, commentators agree Kamala Harris has profited, while Donald Trump’s ratings slipped, but how have markets responded?

02.09.2024

Could the Fed end quantitative tightening in the weeks ahead?

The market turmoil of recent weeks has shifted the probability of a Fed rate cut dramatically from only several weeks ago. Indeed, whereas markets were previously cautious about a rate cut as early as September, by mid-August, markets began to price in an equal probability of a 25 bps rate cut as a 50 bps cut in September.

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.

25.07.2024

UBP Concludes Global Mid-Year Investment Outlook

We recently concluded a series of dynamic mid-year Investment Outlook events in key global cities, all with the theme of “Back to the Future.” 

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.

27.05.2024

How the US government might deleverage its economy

US national government debt-to-GDP reached 120% in 2023, recapturing the level seen following years of wartime spending in 1945.

25.04.2024

Will the Fed continue to cut interest rates?

Strong Q1 economic data from the US manufacturing, housing and employment sectors, combined with inflation of between 3.5–4% since mid-2023, have caused markets not to only price out the six rate cuts they had priced in up until the start of 2024, but, more recently, to also begin to question whether the Fed might forego rate cuts entirely in 2024.

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.