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

Newsletter

Sign up to receive UBP’s latest news & investment insights directly in your inbox

Click and enter your email address to subscribe

Investimenti responsabili

Creare valore con investimenti responsabili

Maggiori informazioni sugli investimenti responsabili

Guardate il video

Le news più lette

Analisi 17.07.2018

Gold faces difficult times

Despite the prevailing uncertainty about the prospect of a trade war that could escalate and stir up significant turmoil and damage global financial markets, gold has been under pressure since mid-June.

Analisi 10.07.2018

Trade War Update

Asia Macro Strategy (10.07.2018) - The trade war that started last Friday (July 6th) has been well anticipated. The US initially imposed tariffs of 25% tax on US$34 billion worth of Chinese goods. The next US$16 billion will be announced in two weeks, according to US President Donald Trump.

Analisi 26.06.2018

Navigating Quantitative Tightening in the Eurozone

Spotlight - US Quantitative Tightening: A road map for the ECB.

Altro da leggere

Analisi 17.07.2018

Gold faces difficult times

Despite the prevailing uncertainty about the prospect of a trade war that could escalate and stir up significant turmoil and damage global financial markets, gold has been under pressure since mid-June.

Analisi 10.07.2018

Trade War Update

Asia Macro Strategy (10.07.2018) - The trade war that started last Friday (July 6th) has been well anticipated. The US initially imposed tariffs of 25% tax on US$34 billion worth of Chinese goods. The next US$16 billion will be announced in two weeks, according to US President Donald Trump.

Analisi 26.06.2018

Navigating Quantitative Tightening in the Eurozone

Spotlight - US Quantitative Tightening: A road map for the ECB.