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Posts From UBP

Strategic Income: Allocation to BB ratings

Strategic Income: Allocation to BB ratings

🕔08:37, 3.Feb 2023

A new building block within UBP’s Global & Absolute Fixed Income range. The strategy’s objective is to generate high income with a strong BB risk profile. The strategy will have a diversified allocation to the high income …

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Posive Impact Emerging Equity

Posive Impact Emerging Equity

🕔10:50, 27.Jan 2023

In a world in which asset managers are struggling to differentiate themselves and outperform their benchmarks, we believe that impact investing provides an answer largely through innovative portfolio construction and we would particularly like to highlight: The results obtained by

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How to use ESG ratings smartly

How to use ESG ratings smartly

🕔12:05, 20.Jan 2023

ESG (environmental, social and governance) ratings are complex and getting more so. Lively debate has been triggered by discrepancies such as Tesla being removed from the S&P 500 ESG index over concerns about working conditions and automated driver safety, while

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A Convex Exposure to China’s A-Share Market Opportunities

A Convex Exposure to China’s A-Share Market Opportunities

🕔12:13, 11.Jan 2023

Global investors still mostly favour onshore equities, i.e. the A-share market (the CSI 800 Index), to build exposure to the Chinese economy; however, the high volatility associated with these shares has historically been a drawback. If we look back at

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Monthly Investment Outlook January 2023

Monthly Investment Outlook January 2023

🕔10:58, 9.Jan 2023

Stock and bond markets rallied into November on the back of speculation that the Fed might step back from its rapid pace of rate hikes and, more importantly, that it may reach its ‘terminal’ Fed Funds policy rate by early-2023.

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Building Asymmetry in Portfolios

Building Asymmetry in Portfolios

🕔08:22, 29.Dec 2022

Monthly Investment Outlook: Global activity slowed down in late December and should remain moderate in Q1-22. The Omicron impact was limited to a few services, but disruption remained in place in …

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The meaning of positive nutrition

The meaning of positive nutrition

🕔10:08, 23.Dec 2022

In this report, we explore the meaning of positive nutrition, how achievable global nutritional goals are and, ultimately, how we invest in nutrition that is positive for people and planet. When we examine the nutrition theme, it is evident that

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The end of an era

The end of an era

🕔12:55, 16.Dec 2022

Monthly Investment Outlook: With the September swoon in risk assets, markets have simply moved to unprice the optimism built up over the summer about the prospects of a pause in Fed tightening …  

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Positive Impact Emerging Equity | Navigating volatility

Positive Impact Emerging Equity | Navigating volatility

🕔09:00, 14.Dec 2022

In a world in which asset managers are struggling to differentiate themselves and outperform their benchmarks, we believe that impact investing provides an answer largely through innovative portfolio construction and we would particularly like to highlight: The results obtained by

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Walking the tightrope – Outlook 2023

Walking the tightrope – Outlook 2023

🕔16:15, 13.Dec 2022

Investors were buffeted throughout 2022, first by the shock of Russia’s invasion of Ukraine and then by the fastest rate-hiking cycle by the US Federal Reserve in a generation. As we had anticipated 2022 would be a volatile year in

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Alternative Investment Solutions: Quarterly Strategy Review and Outlook

Alternative Investment Solutions: Quarterly Strategy Review and Outlook

🕔16:42, 2.Dec 2022

During Q3 2022, global markets continued to fall across the board, from equities, to bonds and commodities. No region, sector or style was immune to it. After a relief rally in July, equities fell, and bond yields rose as inflation

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Investing in biodiversity – Why and How

Investing in biodiversity – Why and How

🕔10:32, 30.Nov 2022

A decline in the ecosystem services that nature provides will initially pose a direct physical risk to businesses as harvests become more unreliable, weather patterns change and pollinators no longer support agriculture. The risk is both event-driven, e.g. flooding or

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Why Invest in Emerging Markets with Impact Investing now

Why Invest in Emerging Markets with Impact Investing now

🕔14:18, 29.Nov 2022

-Emerging market (EM) stocks are trading at attractive valuations vs. developed market (DM) stocks -For a similar level of inflation between EM and DM, a higher level of growth is expected in EM -A China rebound should …

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Biodiversity Restoration

Biodiversity Restoration

🕔13:41, 27.Nov 2022

The business case for investing in biodiversity is strong: Awareness of the biodiversity investment opportunity is where climate change was 5–10 years ago, but it is catching up rapidly. USD 44 trillion worth of the economic value generated each year

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Embracing Change

Embracing Change

🕔10:45, 25.Nov 2022

Growth is slowing and inflation is climbing steadily due to the serious energy shock in late 2021. Central banks are starting to withdraw monetary stimulus and talking about rate hikes in the near future. The spectre of stagflation is re-emerging,

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Beginning The Next Phase Of The 2022 Bear Market

Beginning The Next Phase Of The 2022 Bear Market

🕔08:28, 4.Nov 2022

Following the summer rally, risk assets once again overprice soft-landing prospects requiring a cautious stance on the part of investors going into year-end. Comments from Fed Chair Powell suggest that economic risks are increasingly skewed towards recession especially in Europe

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Global Fixed Income Update – October 2022

Global Fixed Income Update – October 2022

🕔12:57, 31.Oct 2022

Growth is slowing but not collapsing. Elevated inflation is squeezing household incomes, confidence and spending, leading to a slowdown in economic activity as illustrated in Figure 1. Recently, weaker activity has been registered in both the manufacturing and service sectors,

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Do public equities have a role to play in impact investing?

Do public equities have a role to play in impact investing?

🕔09:05, 29.Oct 2022

Impact Investing In terms of asset class, impact investing has traditionally been associated with private capital. Public equities make up just 17% of the USD 502 billion in assets managed in impact strategies1 , a negligible amount compared with the

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Podcast: Corporate Green Bonds: fostering a net-zero emissions economy and protecting the environment

Podcast: Corporate Green Bonds: fostering a net-zero emissions economy and protecting the environment

🕔11:14, 28.Oct 2022

Green bonds enable capital-raising and investment in projects that foster a net-zero emissions economy and protect the environment. Green bonds can cover a variety of projects, such as renewable energy, energy efficiency, green buildings, clean transportation, a circular economy, and

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Attractive valuation, but selectivity is required

Attractive valuation, but selectivity is required

🕔10:49, 21.Oct 2022

Flash Update: The recent round of positive performances in local currency markets has offered investors hope of some recovery after the asset class dropped by 16% between mid-February and mid-May 2022. Rising yield levels have contributed the most to the

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Flash update: UBAM – Positive Impact Equity

Flash update: UBAM – Positive Impact Equity

🕔08:21, 20.Oct 2022

Impact investing has been challenging in Europe in 2022 Interestingly, a large contributor to the underperformance compared with its benchmark comes from what PIE does not own, rather than what it does. There are some striking observations to make: first,

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New Market Regime Favours Alternatives

New Market Regime Favours Alternatives

🕔09:49, 18.Oct 2022

2021 appears to have been the turning point for a 30-year period of disinflationary global trends which led to elevated asset prices and suppressed volatility. Going forward, financial assets will need to reprice, but at levels that are unpredictable. What

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Recession risk – the point of recognition approaches

Recession risk – the point of recognition approaches

🕔12:50, 14.Oct 2022

Monthly investment outlook august 2022  Just as markets had to reprice a new interest rate regime in early-2022 amidst fading hopes for a transitory inflationary backdrop, they are now similarly beginning to recognise that the prospects of an economic soft

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Flash update: UBAM – Positive Impact Emerging Equity

Flash update: UBAM – Positive Impact Emerging Equity

🕔14:35, 12.Oct 2022

UBAM – Positive Impact Emerging Equity (PIEE), our impact investment solution for investing in EM, has outperformed its benchmark index in the year to date. We would also highlight the following point …

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Investing in Private Markets – History and Rationale

Investing in Private Markets – History and Rationale

🕔15:37, 5.Oct 2022

With the peak in inflation in the early 1980s, investors as a whole have benefitted from a secular fall in inflation, driven by structural factors including supportive demographics, globalisation, and productivity-enhancing technology investments. Undoubtedly, the technology revolution will continue with

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Podcast: Positive Impact Equity | Performance & positioning

Podcast: Positive Impact Equity | Performance & positioning

🕔09:45, 10.Sep 2022

During 2020 the market went through a number of distinct phases from, 1) ignorance of the impending COVID-19 effects (January, February) to, 2) panic (end of February to mid-April) to, 3) the “world will need to change” as a broad

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Rising Risk of Recession

Rising Risk of Recession

🕔16:33, 2.Sep 2022

May’s reprieve proved short-lived as recession joined inflation fears pushing equity/bond prices lower in June. Concerns have risen as the increasingly hawkish Fed rhetoric at its June meeting suggests a willingness to trade rising …

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China: Politburo drops GDP target and decrees stability in H2 2022

China: Politburo drops GDP target and decrees stability in H2 2022

🕔10:43, 17.Aug 2022

China has once again captured the attention of investors seeking shelter from unprecedented global policy tightening. This is understandable, as the country was first in, first out of the Covid pandemic and remains ahead of the curve in terms of

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Building Asymmetry in Portfolios

Building Asymmetry in Portfolios

🕔08:52, 12.Aug 2022

Monthly Investment Outlook: Global activity slowed down in late December and should remain moderate in Q1-22. The Omicron impact was limited to a few services, but disruption remained in place in …

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Benefitting from the forthcoming ECB interest rate rises

Benefitting from the forthcoming ECB interest rate rises

🕔15:18, 22.Jul 2022

Following yesterday’s stronger than anticipated Eurozone inflation print, coupled with recent comments from various ECB members including President Lagarde, Vice-President de Guindos and Chief Economist Lane, the European Central Bank are expected to increase interest rates in July, the first

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Sustainability Report 2021

Sustainability Report 2021

🕔14:18, 21.Jul 2022

I am delighted to introduce you to UBP’s 2021 Sustainability Report. This report highlights our efforts to embed sustainability at UBP. It outlines our vision and strategy as well as progress towards strengthening our responsible investment activities and improving our

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Podcast: Impact Investing -> Do public equities have a role to play?

Podcast: Impact Investing -> Do public equities have a role to play?

🕔09:29, 15.Jul 2022

Impact investing aims to generate a measurable social/environmental impact alongside financial return We believe that companies which help to solve emerging markets’ acute societal and environmental challenges are uniquely exposed to a clear growth path over the coming decades. Impact

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Starting to Price an Economic Slowdown

Starting to Price an Economic Slowdown

🕔12:28, 28.Jun 2022

May provided a reprieve for investors as a late-month rally in both equities and bonds recouped much of the losses seen early in the month. Economic surprises in the US began to miss consensus expectations in May with a sharp

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Impact Of Inflation On Residential Mass Market Housing

Impact Of Inflation On Residential Mass Market Housing

🕔10:47, 9.Jun 2022

Mass market residential housing is in structural undersupply. As such, it is a defensive sector. It is not immune to supply chain or inflation risks. The sector has seen inflation in construction costs. To date, these costs have been absorbed

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Environmental performance award for UBAM – Positive Impact Emerging Equity

Environmental performance award for UBAM – Positive Impact Emerging Equity

🕔16:48, 27.May 2022

Key takeaways CDP* has recognised UBAM – Positive Impact Emerging Equity (PIEE) with a Climetrics Fund Award: The top five funds in each asset classes were picked from 18,000 global funds with a total value of EUR 15 trillion. PIEE

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Growing Risks on the Horizon

Growing Risks on the Horizon

🕔08:45, 25.May 2022

April saw the coordinated bond and equity sell-off continue as the ECB joined the increasingly hawkish tone out of the Fed and added to heightening growth concerns in the month. Indeed, this shifting in the growth-inflation balance is …

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Looking beyond Russia – Ukraine

Looking beyond Russia – Ukraine

🕔10:38, 20.May 2022

MONTHLY INVESTMENT OUTLOOK Bond markets continued their 2022 slump while equity markets rebounded in March as both began to look beyond the Russia-Ukraine narrative and focus on the evolving global economic and policy backdrop. Expectations in both the US and

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China: Headwinds remain in place for Q2 as PBOC delays easing

China: Headwinds remain in place for Q2 as PBOC delays easing

🕔13:19, 3.May 2022

Asia Macro: On March 27, Chinese authorities ordered a citywide lockdown in Shanghai. The lockdown was originally intended to take place in two phases, lasting eight days. However, things did not pan out this way. On April 9, the central

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Asia: Rising energy prices will hasten policy tightening in the region

Asia: Rising energy prices will hasten policy tightening in the region

🕔08:28, 15.Apr 2022

After months of heightened tensions between the Ukraine and Russia, the situation reached a turning point on February 22. Russian President Vladimir Putin signed a decree recognising the independence of Luhansk and Donetsk, paving the way for the invasion of

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Global Fixed Income Update March 2022

Global Fixed Income Update March 2022

🕔08:40, 8.Apr 2022

Contents:  Macroeconomic outlook pre-Russia/Ukraine conflict Impact of Russia/Ukraine Valuations Investment conclusions Appendix

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Podcast: Global & Absolute Return Fixed Income funds delivering performance in a rising rate environment

Podcast: Global & Absolute Return Fixed Income funds delivering performance in a rising rate environment

🕔13:14, 7.Apr 2022

Key takeaways: Strong returns in March 2022 for our flagship funds… … despite rates moving sharply higher…. … thanks to the team’s cautious view on interest rates…. … and a range of funds that is suited for a rising rate

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Focusing on Dynamic Risk Management

Focusing on Dynamic Risk Management

🕔09:11, 23.Mar 2022

Global stock and bond markets slumped in February as the Russian invasion of Ukraine rattled markets, creating the prospect of a global commodity shock as Western nations moved to sanction Russia, among the world’s largest …

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Podcast: A tough start to 2022 could provide an opportunity for impact investors

Podcast: A tough start to 2022 could provide an opportunity for impact investors

🕔10:59, 17.Mar 2022

Key takeaways ■ 2022 has already witnessed some very strong trends in investment returns ■ Here, we aim to share with you: -How these trends have affected the relative performance of UBP’s impact and biodiversity funds -What we have been

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What follows one of the worst Januarys in history?

What follows one of the worst Januarys in history?

🕔10:45, 8.Mar 2022

The S&P 500 is on track for one of its worst January performances looking back to 1929 having fallen nearly 9% at its low point for the month. Looking back to 1929, there have only been ten previous episodes of

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China: Additional policy support to spur activity after Winter Olympics

China: Additional policy support to spur activity after Winter Olympics

🕔13:00, 7.Mar 2022

On February 4, Beijing hosted the opening ceremony for the 2022 Winter Olympics. Global sporting events like this are usually a bonanza for the host country, attracting billions in investment and generating windfall revenues from tourists. However, this time round

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China: Additional policy support to spur activity after Winter Olympics

China: Additional policy support to spur activity after Winter Olympics

🕔17:44, 3.Mar 2022

On February 4, Beijing hosted the opening ceremony for the 2022 Winter Olympics. Global sporting events like this are usually a bonanza for the host country, attracting billions in investment and generating windfall revenues from tourists. However, this time round

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Emerging Market Fixed Income 2022 Outlook

Emerging Market Fixed Income 2022 Outlook

🕔10:55, 25.Feb 2022

In this paper, we will discuss the outlook for emerging market (EM) fixed income in 2022 and the key themes investors are likely to focus on at the beginning of this year. A waning global growth momentum, rising inflation and

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What follows one of the worst Januarys in history?

What follows one of the worst Januarys in history?

🕔08:44, 22.Feb 2022

The S&P 500 is on track for one of its worst January performances looking back to 1929 having fallen nearly 9% at its low point for the month. Looking back to 1929, there have only been ten previous episodes of

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China: Additional policy support to spur activity after Winter Olympics

China: Additional policy support to spur activity after Winter Olympics

🕔01:41, 19.Feb 2022

On February 4, Beijing hosted the opening ceremony for the 2022 Winter Olympics. Global sporting events like this are usually a bonanza for the host country, attracting billions in investment and generating windfall revenues from tourists. However, this time round

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Emerging Market Fixed Income 2022 Outlook

Emerging Market Fixed Income 2022 Outlook

🕔15:53, 18.Feb 2022

In this paper, we will discuss the outlook for emerging market (EM) fixed income in 2022 and the key themes investors are likely to focus on at the beginning of this year. A waning global growth momentum, rising inflation and

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