1. Newsroom
  2. Spotlight: Navigating a Trump Presidency
Menu
Expertise 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.

Découvrez notre expertise sur les actions émergentes

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

Actualités les plus lues

Expertise 15.10.2018

Global Equities: P/E de-rating in progress

Spotlight - The broad-based sell-off in global equities has fully retraced the gains made from February 2018’s lows. Even world beating technology shares have fully given up the 8% gains seen over the summer.

Expertise 17.10.2018

Impact investing, créer le monde de demain

L’«impact investing» vise à résoudre les problématiques majeures de la planète en identifiant des investissements attrayants à long terme.

Expertise 08.10.2018

The latest on the oil market

September saw WTI oil prices drop 4% during the first week of the month before rallying almost 12% to reach USD 75 per barrel at the beginning of October. The rally came as investors have been gauging OPEC’s ability to replace falling Iranian exports and declining Venezuelan production.


A lire également

Expertise 09.01.2019

Emerging Market Fixed Income – 2019 Outlook

After a market sell-off in 2018, we believe that emerging market (EM) fixed income should perform better in 2019, thanks to sound fundamentals, reduced political risk and more favourable technicals and valuations.

Expertise 13.12.2018

Perspectives d’investissement UBP 2019

Opportunités et menaces dans un monde désynchronisé
Expertise 13.11.2018

A bear market in crude oil: how long will it last?

Spotlight - The tailwind of tight supply that characterised the oil market in 2017 has receded in 2018.