26.03.2020
Gold: Explosive appreciation potential
Our Global Head of Forex Strategy Peter Kinsella discusses the evolution of our gold outlook over the last few months and provides an update on the current climate surrounding COVID-19.
The content of our website is not intended for persons resident, or partnerships or corporations organised or incorporated inside the United States (“US Residents”). UBP does not market, solicit or promote its services inside the jurisdiction of the United States at any time. The content provided on the UBP website is intended to be used for general information purposes only. Therefore, nothing on this website is to be construed as an investment recommendation or an offer to buy or sell any security...
26.03.2020
Our Global Head of Forex Strategy Peter Kinsella discusses the evolution of our gold outlook over the last few months and provides an update on the current climate surrounding COVID-19.
19.03.2020
Has China turned the economic corner or will Europe and the US keep dragging it down?
18.03.2020
Our Global Head of Forex Strategy Peter Kinsella discusses the impact of COVID-19 on the US dollar and on the wider currency universe.
12.03.2020
Our EM macro and FX Strategist Koon Chow and our Global Head of Forex Strategy Peter Kinsella discuss the steep decline in the oil price and its significant implications for FX markets.
11.03.2020
We believe frontier markets offer a compelling long-term investment opportunity: the combination of faster average growth rates, mostly manageable debt loads, and higher yields is what makes them attractive.
05.03.2020
Spotlight - The 2002-2003 SARS outbreak framework that most, including ourselves, were drawing upon to anticipate the trajectory of the COVID-19 coronavirus outbreak requires an adjustment following the failure of authorities to contain the contagion to the Asian continent.
27.02.2020
Spotlight - With the failure of authorities to contain the coronavirus contagion to within China or even Asia, the prospect of a more sustained demand shock for global economies has emerged. This poses the potential for elevated risks for investors looking ahead.
26.02.2020
Agefi Indices (24.02.2020) - Convertible bonds’ convexity and exposure to attractive secular themes make them a strategic asset to include in portfolios in 2020 and beyond
25.02.2020
Citywire Asia (17.02.2020) - UBP started positioning its discretionary portfolios to look more 'asymmetric' over the medium-term in 2018.
21.02.2020
With uncertainty still lingering around the COVID-19 outbreak, we recommend a defensive strategy at current valuations and consider a severe economic decline but a well-priced V-shaped rebound in the markets.
19.02.2020
Despite being fast-moving and quite unpredictable, changes in consumption patterns are expected to reshape the economic landscape.
Speakers: Norman Villamin, Robert Wibberley
Speakers: Mohammed Kazmi, Nina Jahanbin
Speakers: Adrian Künzi