UBP Podcasts: Recent Episodes
UBP - Union Bancaire Privée
UBP is a Swiss family-owned private bank specialised in the field of wealth management for both private and institutional clients. We are committed to providing innovative investment solutions adapted to the new market environment, with the highest levels of service quality and transparency. Listen to UBP podcasts for up-to-date economic analysis and insights from our experts. Follow us and never miss out!
Despite the latest weak payroll number, the Fed is expected to move ahead with its tapering announcement before year-end. Our experts Mohammed Kazmi and Bernard McGrath share their outlook on US economic policy and employment in our latest podcast.
Listen to the full episode now!
In this podcast, our expert Tidjan Ciss is joined by Sean Doherty from Transaction Capital to discuss the problem of financial inclusion in South Africa. Plug in your headphones for some insightful ideas!
In this latest episode of the podcast, UBP’s Global Head of Forex Strategy Peter Kinsella and Peter Dixon, former Chief Equity Economist at Commerzbank, update us on the post-Brexit market outlook in the UK. Listen to it!
Central banks are clearly in the spotlight, with the Fed in particular expected to announce tapering before the end of the year, say our experts Bernard McGrath and Mohammed Kazmi in this new podcast. Plug in your headphones and listen to what this means for the market.
In this podcast, UBP’s Global Head of Forex Strategy Peter Kinsella and Megan Greene, Global Chief Economist at Harvard Kennedy School, update us on the reserve-currency status of the dollar and potential viable alternatives. Tune in!
What are the takeaways from the latest Federal Reserve meeting? In this new podcast, Bernard McGrath and Mohammed Kazmi share their views. Tune in for 5 minutes with our fixed income experts!
Do you think gold’s status as the ultimate safe haven can be threatened by the rise of cryptocurrencies? This is one of the topics that UBP’s Global Head of Forex Strategy Peter Kinsella discusses with John Reade, Chief Strategist at the World Gold Council, in our new podcast.
What do you think of the recent communications from central banks? In this new podcast, our experts Bernard McGrath and Mohammed Kazmi share their views and reflect on the upcoming June meetings.
Listen in!
Further information: https://www.ubp.com/en/investment-expertise-0/global-absolute-return-fixed-income
What’s new for emerging market currencies? Listen to our latest forex podcast episode featuring UBP’s Head of Forex Strategy Peter Kinsella and Commerzbank’s Head of Forex Research Ulrich Leuchtmann for more.
In this podcast, our experts Bernard McGrath and Mohammed Kazmi update us on their fixed income outlook as the vaccination roll-out progresses. Turn the sound on!
Europe is at the forefront of Responsible investing with its taxonomy defining sustainable investment standards, note our experts Jörg Lehmann and Jason Ulrich in this podcast. Listen to it for more.
Recent “green” government policies, regulation and the falling cost of renewables have given a boost to #impactinvesting. Listen to this new Good With Money podcast featuring UBP’s expert Mathieu Nègre and Founder of the Sustainable-ish blog @Jen Gale for more.
Are you curious about today's Global Fixed Income markets and what is influencing them? In this podcast series, we update you in just five minutes on different relevant topics related to Global Fixed Income themes. Our experienced experts Mohammed Kazmi and Bernard McGrath will discuss the most important things for investors in this field to know and will highlight a different area of focus each month.
Are you curious about today's Global Fixed Income markets and what is influencing them? In this podcast series, we update you in just five minutes on different relevant topics related to Global Fixed Income themes. Our experienced experts Mohammed Kazmi and Bernard McGrath will discuss the most important things for investors in this field to know and will highlight a different area of focus each month.
According to UBP’s expert Peter Kinsella, the modest downside risks in the short term should not alter precious and industrial metals’ bright future. Listen to his new podcast for more.
What can we expect from the transition from fossil fuel to renewable energy? In this podcast, UBP’s experts Jason Ulrich and Jörg Lehmann share their views on this key topic. Listen in!
How can hedge funds improve risk management in a portfolio? Our experts Kier Boley and Susanna Wallis share their views in our latest podcast. Listen to it now!
What are the key themes for 2021 within Chinese financial markets? Our experts Jennifer Wu and Paras Gupta share their outlook in our latest podcast. Listen to the full episode now!
What trends stood out this year in the SMID-cap universe? UBP’s experts Eleanor Taylor Jolidon and Charlie Anniss shared their thoughts with J.P. Morgan specialist Eduardo Lecubarri in our latest podcast.
Do you think that the way people choose to invest their savings and pensions could be more influential in changing the world for the better? Grab your earphones and listen to our experts Victoria Leggett’s and Eli Koen’s views in a recent Good With Money podcast.
What consequences can we expect from the heavy political agenda ahead? Our experts Eleanor Taylor Jolidon and Martin Moeller discuss Swiss and global equity markets in our new podcast.
More information on our website: https://www.ubp.com/en/investment-expertise/swiss-global-equities
Carbon data have shown that many companies whose products harm the environment actually show lower emissions data than companies in certain industries such as clean energy. UBP’s experts Eli Koen and Yvan Delaplace discuss the measurement of portfolios’ environmental impact in this new podcast. #impactinvesting
The US dollar bear market is only beginning and could go on for years. Plug in your headphones to listen to this insightful podcast by UBP’s expert Peter Kinsella!
In this podcast, Simon Pickard, Chairman of UBP’s Impact Investment Committee, and Kanini Mutooni, a member of UBP’s Impact Advisory Board, take a deep dive into the impact investing world, discussing public equity markets, the consequences of COVID-19 and the next generation of investors.
https://www.ubp.com/en/outlook2020-reset
How should hedge funds fit into a portfolio in the current environment? Listen to our expert Kier Boley’s podcast for his insight into this asset class. #UBPInvestmentOutlook
Comment peut-on mesurer l’impact positif d’une entreprise ? Nos experts Adrien Cambonie et Jean-Luc Eyssautier livrent leur point de vue dans un podcast. Bonne écoute ! #impactinvesting
How can we measure a company’s positive impact? Our experts @Adrien Cambonie and @Jean-Luc Eyssautier share their views in this podcast. Sound on!
In this new podcast, UBP’s Global Head of Forex Strategy Peter Kinsella discusses the British pound’s change of fortune following the Bank of England’s increasingly risky policy set-up. Get your headphones on to find out more!
In a new podcast, UBP’s Global Head of Forex Strategy Peter Kinsella comments on the recent yield increases in Italy and the impact these could have on euro exchange rates
In this podcast UBP’s Chief Asia Investment Strategist Anthony Chan talks about the resumption of business activity and the risk and opportunity set in China in the wake of the COVID-19 lockdown. Listen now.
https://www.ubp.com/en/newsroom/covid-19-the-tug-of-war-begins
In the head-to-head between COVID-19 and the global economy, the US dollar may come under pressure while gold is set to come out on top. Read our experts Mickael Lok, Norman Villamin, Patrice Gautry and Yves Cortellini’s analysis in our latest Spotlight
In his latest podcast, UBP’s 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 global spread of COVID-19 is continuing to have a significant impact on the currency universe. In this podcast, UBP’s Global Head of Forex Strategy, Peter Kinsella, explains what this means for safe-haven currencies, gold prices and the US dollar.
What can we expect from oil prices after last Monday's sharp drop? UBP’s experts Koon Chow and Peter Kinsella sat down to exchange thoughts on the implications for forex markets.
https://www.ubp.com/en/newsroom/em-currencies-in-the-wake-of-the-coronavirus
Emerging market currencies with high real interest rates and strong current account surpluses are worth looking at. Find out why in this podcast featuring UBP’s forex experts Peter Kinsella and Koon Chow.
https://www.ubp.com/en/outlook2020
“Sustainable investing has become mainstream”, say our experts Karine Jesiolowski and Jason Ulrich in this 2020 Outlook podcast. Plug in your headphones to find out what the three main drivers of this investment trend are. #UBPInvestmentOutlook
UBP’s forex experts Peter Kinsella, Koon Chow and Thomas Christiansen sat down to discuss EM opportunities in 2020. Plug in your headphones to listen to our latest podcast!
https://www.ubp.com/en/outlook2020
In this 2020 Outlook podcast, our experts Mathieu Nègre and Rupert Welchman list the 5 key ingredients to include in an authentic listed equity impact strategy.
https://www.ubp.com/en/outlook2020
Listen to our latest 2020 Outlook podcast in which Anthony Chan explains how he thinks investors should deal with the fast-changing Chinese landscape. #UBPInvestmentOutlook
https://www.ubp.com/en/outlook2020
UBP’s expert Marco Pabst answers the question that everybody is asking: has the UK finally found its way out of the Brexit chaos? Listen to this 2020 Outlook podcast now to hear his view.
https://www.ubp.com/en/outlook2020
If you have not taken an interest in Fintech yet you should, says UBP’s expert Martin Moeller. Listen to our latest 2020 Outlook podcast to learn why.
https://www.ubp.com/en/outlook2020
What can we expect for the US dollar in the coming year? UBP’s Global Head of Forex Strategy Peter Kinsella shares his views in our 2020 Outlook podcast.
UBPInvestmentOutlook
https://www.ubp.com/en/newsroom/a-view-on-the-lebanese-investment-landscape
In this podcast we offer some insights into potential entry levels for investors, as well as into the broader outlook for the Lebanese economy.
https://www.ubp.com/en/newsroom/brexit-from-backstop-to-no-deal
Last week, UK Prime Minister Boris Johnson sent the EU the UK government’s alternative proposals to replace the Irish border backstop clause in the EU–UK withdrawal agreement.
https://www.ubp.com/en/newsroom/turkey-looming-challenges
Lira exchange rates have stabilised in recent weeks, reflecting the decline in year-on-year Turkish inflation rates and indications of looser US Federal Reserve monetary policy in the near future. We believe the respite for the lira will not last for long. The decline in Turkish inflation is largely due to base effects. Month-on-month CPI inflation has remained high for most of this year, pointing to an annual inflation rate of around 15%. Consequently, if month-on-month inflation does not decline, we expect Turkish year-on-year inflation rates to rise later this year, once the base effects fade.