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Forex focus: The power of tech for predicting market trends

In today’s podcast, Peter speaks with Jens Nordvig – CEO and founder of Exante data and Marketreader – two of the world’s most pioneering financial market analytics firms. Peter and Jens discuss the importance of capital flow data, and outline what the latest capital flow and FDI trends tell us about the direction of the Chinese economy. Jens speaks in detail about what China’s slowing growth profile means for global inflation impulses (lower) and what this implies for central bank rate hiking cycles. The discussion finishes up with a longer-term outlook for the US Dollar.

5 minutes with UBP Global Fixed Income: Opportunities in the AT1 market

“We think valuations are particularly attractive in the higher-income segments of the market such as AT1s”, says our expert Mohammed Kazmi when discussing fixed income opportunities in our latest podcast with UBP’s Nina Jahanbin. Listen in!

Forex focus: The investment consequences of dedollarisation

Why is dedollarisation such a topical trend at the moment? In this new podcast episode, UBP’s Global Head of Forex Strategy Peter Kinsella hosts Norman Villamin, UBP’s Group Chief Strategist, to discuss the implications of dedollarisation on the global economy. Listen in now!

Generating consistent returns with SMID caps

UBP's investment specialist and fund selector, Cédric Le Berre, talks with Ned Bell, CIO of Bell Asset Management, about the benefits of partnering with UBP and the momentum he sees in global small- and mid-cap equities.

Patience is the watchword for equity investors

Is the rally in equity markets about to pause? Our experts Martin Moeller and Ariane Kesrewani look at the current market conditions and how equity strategies should be positioned this year. Listen to their new podcast for their insights!
More information: https://www.ubp.com/en/investment-expertise/swiss-global-equities

Forex Focus: Strong tailwinds for EM Currencies

Emerging markets (EM) have recently been supported by favourable winds across asset classes. In this new podcast episode, UBP’s experts Peter Kinsella and Lamine Bougueroua share their thoughts on EM currencies. Listen to it now!
More information: https://www.ubp.com/en/investment-expertise/forex

5 minutes with UBP Global Fixed Income: Outlook for the year ahead

Has the backdrop for Fixed Income improved after a volatile 2022 and should investors increase their allocation to the asset class? Mohammed Kazmi, Portfolio Manager at UBP, talks to his colleague Nina Jahanbin, Head of Nordic Sales, about his outlook for 2023 and why high income strategies should be considered. Listen to the podcast!More information: https://www.ubp.com/en/investment-expertise/global-absolute-return-fixed-income

After huge market volatility, is the UK still investible?

UBP’s Global Head of Forex Strategy Peter Kinsella discussed with his guest Peter Dixon from Fitch Solutions about the UK’s politics and the impact on the outlook of foreign exchange. Listen to our new podcast to get their analysis.More information: https://www.ubp.com/en/investment-expertise/forex

Investment Outlook 2023: Macroeconomics, geopolitics & asset allocation

How much should investors focus on emerging markets (EM) next year? UBP’s CIO Wealth Management Norman Villamin talks to journalist Ana Maria Montero about the Bank’s forecast of a rebound in EM while developed markets should experience recession. Hear about UBP’s Investment Outlook 2023 in this podcast and find out more on UBP.com.
https://www.ubp.com/en/newsroom/ubp-investment-outlook-2023

Investment Outlook 2023: Good times ahead for some hedge funds

How will the prolonged volatility affect alternative investments? Kier Boley, UBP’s CIO Alternative Investment Solutions, shares his views on the recent developments for the hedge fund asset class and what he foresees for the year ahead. Listen to his discussion with journalist Ana Maria Montero as part of our Investment Outlook 2023 roadshow. Find out more on UBP.com.
https://www.ubp.com/en/newsroom/ubp-investment-outlook-2023