1. Newsroom
  2. Spotlight: Navigating a Trump Presidency
Menu
Analisi 14.02.2017

Spotlight: Navigating a Trump Presidency

Spotlight: Navigating a Trump Presidency

President Donald Trump has moved quickly to enact his policy agenda outlined during his 2016 Presidential campaign.


Though medium-term risks exist, the UBP ‘Start-Stop’ framework highlights the priority President Trump’s appears to place on pursuing tax reform and a repeal of the Affordable Care Act to solidify his perceived legitimacy via the 2018 Congressional Elections. These priorities enhance the existing strong global growth momentum which should be the near-term focus for investors. Equities remain best positioned to capitalize on these trends as fixed income markets no longer compensate investors well for interest rate or credit risk. Gold and risk premia strategies remain our preferred vehicles to hedge against medium-term policy uncertainty.

Discover our expertise on emerging equities

LOK Michael.jpg

Michaël Lok
Group CIO and Co-CEO Asset Management

Norman Villamin-1.jpg

Norman Villamin
CIO Private Banking

GAUTRY_Patrice_UBP_72dpi-9511.jpg

Patrice Gautry
Chief Economist

Convertible Bonds

Convertible bonds add convexity to your portfolio

Find out why convexity works in the short-to-long term

Watch the video

Le news più lette

Analisi 21.11.2019

UBP Investment Outlook 2020

L’economia globale al bivio

Analisi 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.

Analisi 06.08.2019

GBP - A nightmare on downing street

Following Boris Johnson’s election, we consider six Brexit scenarios and analyse their potential impact on the British pound.

Altro da leggere

Analisi 24.01.2020

Gaming - Game on!

Now more than ever, video gaming is at the heart of the entertainment industry.

Analisi 17.01.2020

China’s Macro, Equity and Credit Outlook

After several years of investments, regulatory implementation and competitive bidding, 5G deployment is finally accelerating.

Analisi 15.01.2020

China’s Macro, Equity and Credit Outlook

Despite heightening military confrontation between the United States and Iran, China equities enjoyed a solid start in the new year.