Notícias

Bilan (22.02.2023) - After 2022 brought an 18% fall in the MSCI AC World index, global markets began 2023 with a rally spanning various asset classes.

Bilan - Pierre Novello (27.02.2023) - In 2022, after a lost decade, hedge funds once again saw the turbulent conditions that suit them so well.

As a decade of yield repression comes to an end, building a fixed income portfolio with an acceptable yield has become an easier task. Given a deteriorating economic background and hawkish policymakers, we believe in harvesting the attractive yields offered by short-term quality bonds, which currently have the best risk-return profile.

Asian Private Banker (17.02.2023) - Decades ago, private bankers could survive with a limited investment skill set and a good network, but today they have to master several layers of expertise on top of relationship management skills, Guy de Picciotto has observed.

The steep fall in valuations that started at the end of 2021 disproportionately affected the innovative growth segment of the Japanese market. With the stronger yen, companies that are less vulnerable to global cycles could prove to be the ones to consider.

Le Temps (30.01.2023) - Current market conditions are ones that typically favour hedge funds. It now makes a lot of sense for portfolios to have exposure to a diversified basket of hedge funds.

With UBP’s Investment Outlook 2023 wrapping up its global roadshow, our Asia Senior Economist Carlos Casanova takes stock of the major macroeconomic events that marked 2022 in and around China and looks ahead to the landscape unfolding in 2023.

Le Temps (16.01.2023) - In a world of heightened uncertainty, more and more private bank clients are considering setting up residence outside their native countries, and recent geopolitical tensions have sped up this trend.

Asian Private Banker (12.2022) - UBP Asia CEO looks back at 2022 and forward at 2023

L'Agefi (16.12.2022) - Having played a supporting role while rates were low, alternative investments came back into the limelight when markets struggled in 2022. UBP’s Kier Boley went into it for us.

The Chinese onshore convertible bond market is the second-largest in the world. It has soared dramatically since early 2017 due to regulatory changes promoting more transparent financing. It is dominated by mid- and large-cap names offering diversified and balanced exposure to domestic Chinese growth.