1. Newsroom
Menu

Newsroom


Expertise 26.03.2020

Gold: Explosive appreciation potential

Our Global Head of Forex Strategy Peter Kinsella discusses the evolution of our gold outlook over the last few months and provides an update on the current climate surrounding COVID-19.

Expertise 20.03.2020

"Whatever it takes": fiscal edition

Spotlight - With the US and broader European economies entering the ‘acceleration’ phase of their respective COVID-19 infection cycles, fiscal policymakers across Europe and the United States have begun outlining plans to bear down on this growing shock to demand and confidence.

Expertise 20.03.2020

COVID-19

Cette page web a pour but de vous tenir informés en temps réel de notre Business Continuity Plan et de nos dernières analyses concernant l’évolution des marchés dans le contexte de la pandémie de coronavirus Covid-19.

Expertise 19.03.2020

Update on China’s Economy and Fed’s Backstop

Has China turned the economic corner or will Europe and the US keep dragging it down?

Expertise 18.03.2020

COVID-19 and the US dollar

Our Global Head of Forex Strategy Peter Kinsella discusses the impact of COVID-19 on the US dollar and on the wider currency universe.

Expertise 12.03.2020

Oil prices: implications for FX markets

Our EM macro and FX Strategist Koon Chow and our Global Head of Forex Strategy Peter Kinsella discuss the steep decline in the oil price and its significant implications for FX markets.


Actualités les plus lues

Expertise 21.11.2019

UBP Investment Outlook 2020

L’économie globale à la croisée des chemins

Expertise 24.10.2019

Convertible bonds add convexity to your portfolio

Amid volatile markets and concerns over the global economic outlook, how can investors mitigate the risk of capital loss while keeping the door open to capital gains? The answer lies in convertible bonds strategies, given the specific risk-return profile of this asset class.

Expertise 19.02.2020

Changes in consumption patterns

Despite being fast-moving and quite unpredictable, changes in consumption patterns are expected to reshape the economic landscape.


Expertise 11.03.2020

Frontier debt: a compelling investment opportunity

We believe frontier markets offer a compelling long-term investment opportunity: the combination of faster average growth rates, mostly manageable debt loads, and higher yields is what makes them attractive.

Expertise 05.03.2020

A Covid-19 framework for markets

Spotlight - The 2002-2003 SARS outbreak framework that most, including ourselves, were drawing upon to anticipate the trajectory of the COVID-19 coronavirus outbreak requires an adjustment following the failure of authorities to contain the contagion to the Asian continent.

UBP dans la presse 03.03.2020

Quand la gestion discrétionnaire associe la technicité à l’agilité

Le Temps (02.03.2020) - La convergence entre gestion institutionnelle et gestion discrétionnaire en termes d’outils d’aide à la décision et de techniques de gestion est désormais une évidence.

Expertise 27.02.2020

The viral demand shock goes global

Spotlight - With the failure of authorities to contain the coronavirus contagion to within China or even Asia, the prospect of a more sustained demand shock for global economies has emerged. This poses the potential for elevated risks for investors looking ahead.

UBP dans la presse 26.02.2020

L'heure est aux convertibles

Agefi Indices (24.02.2020) - Les marchés ont fini l'année comme ils l'avaient commencée - sur une tendance haussière. Les investisseurs qui s'étaient engagés en 2019 avec une allocation de portefeuille «risk-on» ont ainsi été les grands gagnants l'an passé. A quoi s'attendre désormais pour 2020?

UBP dans la presse 25.02.2020

'Asymmetry' still key in discretionary portfolios

Citywire Asia (17.02.2020) - UBP started positioning its discretionary portfolios to look more 'asymmetric' over the medium-term in 2018.

Expertise 21.02.2020

Is a COVID-19 containment-induced recovery realistic?

With uncertainty still lingering around the COVID-19 outbreak, we recommend a defensive strategy at current valuations and consider a severe economic decline but a well-priced V-shaped rebound in the markets.

Expertise 19.02.2020

Changes in consumption patterns

Despite being fast-moving and quite unpredictable, changes in consumption patterns are expected to reshape the economic landscape.

Plus