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The external asset manager (EAM) segment constitutes a significant part of Union Bancaire Privée’s (UBP) business, accounting for around CHF 23 billion of the Bank’s total assets under management a...
Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...
Middle East tensions, high-profile defaults in private credit, and broader macro uncertainty have fuelled investor concerns around the potential impact on the European banking sector.
Discover how mid-market infrastructure is well-positioned to benefit from the macro trends of digitalisation, deglobalisation, and decarbonisation.
The oil price shock has driven unprecedented moves in European rates since the start of the war in Iran. In the wake of the two-week ceasefire announced on 7 April 2026, this week’s Bond Bulletin e...
John Campbell reviews Q1 volatility, emphasizing risk management and strategic focus amid uncertainty.
Franklin Templeton Institute considers reserve management in portfolio terms in this paper, incorporating the need for managers to deliver adequate risk-adjusted returns while also addressing liqui...
Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Chec...
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