1. Sala de redação
  2. Webinar – Market Spotlight
Menu
Insight 11.05.2020

Webinar – Market Spotlight

Webinar – Market Spotlight

On Wednesday 6 May 2020, Norman Villamin and Peter Kinsella hosted the “Market Spotlight” webinar to discuss the rapidly changing markets and the opportunities and risks they present.



Our experts answered five questions to highlight what investors should look at in the month ahead:

  • As lockdowns ease, what will the recovery look like in the US, Europe, and China?
  • The US Federal Reserve has committed to its version of ‘whatever it takes’. Which asset classes can still benefit?
  • With a 25% rally from the March lows, how should investors position themselves in global equities?
  • How worried should investors be about the political rifts emerging in the euro area?
  • Is the worst over for crude oil?

Villamin_Norman_150x150.jpg

Norman Villamin
CIO Wealth Management

Peter_Kinsella_150x150.jpg

Peter Kinsella
Global Head of Forex Strategy

Expertise

Ações globais

Invista em empresas com uma capacidade de criação de valor superior e sustentável


Further reading

Insight 12.04.2024

UBP House View - April 2024

The unexpected interest rate cut by the Swiss National Bank marks the beginning of a new cycle of global easing, paving the way for new investment opportunities in the broader market. This has bolstered the Bank’s confidence in the Swiss and UK markets, which have been lagging behind the US indices. In addition, we have locked in gains on gold, which was the top performer in March.

Insight 05.04.2024

Private Debt: A Time-Honoured Market Perspective

Our experts explore the origins of private debt—a market with a history spanning over 4,000 years, set to provide the next wave of opportunities for investors.

Insight 27.03.2024

Four reasons to consider global SMID caps in 2024

As the “Magnificent 7” generate risks in the segment, diversification within equities becomes key. Global small- and mid-cap (SMID) stocks, represented by the MSCI World SMID Cap Index, are emerging as a compelling option.