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  • 11.06.2025

    De-dollarisation: More heat than light

    The US dollar has declined by more than 10% since President Trump took office, driven by policy uncertainty, lower growth expectations, and rising inflation concerns.

  • 10.06.2025

    UBP House View - June 2025

    As we enter the second half of the year, the fading trade war rhetoric is paving the way for a renewed focus on diversified asset allocations.

  • 22.05.2025

    US-China Trade Talks: A fragile rapprochement

    On 12 May, the United States (US) and China established a temporary ‘trade consultation mechanism’, reducing tariffs by 115% for 90 days. While this may ease tensions, high tariffs are still expected to exert upside pressure on US prices, and trade volatility could drag on economic growth in China.

  • 13.05.2025

    UBP House View - May 2025

    Equity markets welcomed Trump’s 90-day tariff truce by rebounding swiftly. However, we are maintaining a wait-and-see stance during this pause, while hedging against potential US dollar weakness by increasing our exposure to gold.

  • 16.04.2025

    UBP House View - April 2025

    Tactical risk management helped us ride out one of the sharpest market dips since 2020. Gold and cash remain reliable safe havens.

  • 08.04.2025

    World growth under tariffs

    The tariffs announcement by US President Trump last Wednesday evening exceeded most expectations, raising the average tariff on US imports from 2.5% to 24%, a level not seen since the 1930–40s.

  • 02.04.2025

    Technology: providing access to the Chinese market

    Supported by innovation and the government, technology is the only Chinese sector offering great visibility.

  • 13.03.2025

    UBP House View - March 2025

    Trump’s activism on the US economy is creating fears of recession. To navigate short-term turbulence, we have tactically scaled back our exposure to macro-sensitive assets, such as US equities, including US midcaps, along with high-yield and emerging-market debt, while increasing our allocation to gold.

  • 03.03.2025

    The case for office conversion

    In New York as well as other major metro areas, once-bustling corporate offices are now quieter, leading companies to adjust to a new reality: remote working is no longer a temporary solution but rather a structural shift. Consequently, corporates are actively reducing their office space footprints, significantly increasing vacancies in the sector.

  • 24.02.2025

    DeepSeek: Chinese challenger enters the AI race

    A new player has shaken the AI industry. DeepSeek, until recently a little-known Chinese start-up has launched DeepSeek-R1, a low-cost AI model challenging OpenAI’s ChatGPT, which is a stark reminder that the US is no longer the only competitor in the global AI race.

  • 20.02.2025

    India: Will the economy get its mojo back?

    The post-election fiscal tightening in 2024, coupled with persistent inflationary pressures, has cast a shadow over India’s economy.

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