Notizie

In September, gold rose to new all-time highs, approaching USD 3,700 per oz. The upward move reflected several factors.

The start of autumn marks a turning point for the Federal Reserve; our rate outlook is shifting accordingly.

Overly defensive positioning has failed to benefit from fluctuations stemming from tariff tensions.

The prospect of continued Fed rate cuts will weigh on the US dollar

The prospect of lower oil prices and possible Fed easing is benign for most G10 currencies.

Risk appetite for equities holds firm, yet diversification is paramount.

UBP is taking a three-pronged approach to elevate its private market business as the Swiss bank seeks to deliver a high-quality experience in the increasingly competitive alternatives space, where virtually all private banks are now offering access to differentiated private market investments.

Peter Kinsella, UBP’s Global Head of FX and Commodity Strategy, discussed the outlook for the USD with Andreas Koenig, Amundi’s Head of Currency Management.

The potential of US equities is being tested by the compression of the risk premium.

With Denmark-controlled Greenland attracting increasing geopolitical interest as a naval and resource-rich hotspot, our Chief Strategist looks into the factors at play for this independence-minded Arctic territory.

Structured products have changed a great deal, after a long period in which they were treated with a degree of scepticism by investors, and as a result of tighter regulations. Although the number of clients using them remains very (too) small, they are likely to play a growing role in asset allocation strategies.

There are signs that sterling is set to embark on an upward trend after several years in the doldrums.