03/22/2023
Regime shift: central banks will prioritise inflation over growth
Inflationary pressures mean monetary policy must be tighter and more restrictive than it has been in the recent past.
Comment, Analysis & Research
03/21/2023
Do the right thing
We can all get things wrong, but if presented with the right incentives, and a little luck, there might still be time to change our minds before it is too late.
03/21/2023
Containing or contagion? High rates take a bite out of banks
While it is too soon to know whether this will restore market confidence, the current environment looks very different to that which preceded 2008’s financial crisis.
03/20/2023
The End of Ulrich Koerners Wild Roller Coaster Ride
UBS CEO Ralph Hamers will take over as CEO of the new combined banking group.
03/20/2023
Attractive opportunities in the “middle ground” of credit
Crossover credit, which covers corporate bonds in the area between investment grade and high yield, can offer some of the most interesting investment options.
03/20/2023
Credit Suisse says some clients may want to move wealth assets after UBS deal-memo
UBS will become the undisputed global leader in managing money for the wealthy through the takeover of its main rival, triggering some concerns about concentration risks for clients.
03/17/2023
Banking industry under pressure
The bank notes that its liquidity coverage ratio (high quality liquid assets as a share of potential 30-day stressed outflows) had improved further, from a high of 144% in FY 2022 to 150% on 14 March 2023.
03/17/2023
Time to prepare for a peak in policy rates
But policymakers face the challenge of balancing their battle with inflation against mounting risks to growth and financial stability.
03/16/2023
SJP 2023 Budget Analysis: A Budget for Growth
The changes and what they mean for financial planning strategy
03/16/2023
Three European Banks to Hedge Against Silicon Valley Bank Fallout
These banks are well-capitalized and may be less prone to credit contagion.
03/16/2023
How a weaker US dollar would hit Swiss equities: J Safra Sarasin
The Swiss stock market’s performance is strongly correlated to the US dollar, a factor often overlooked by investors, according to Karsten Junius and Wolf von Rotberg.
03/16/2023
UK Budget: Chancellor’s attempts to lift medium-term growth are unlikely to succeed
Despite a raft of measures to boost growth, and positive short-term news from the OBR, we think the outlook for the UK remains challenging.
03/15/2023
Tight labour market poses rates conundrum, while economic inactivity eases ahead of budget
The Bank faces something of a conundrum about whether to hold rates and inject some stability or to continue to fight inflationary fires.
03/15/2023
Market volatility expected as debt ceiling impasse looms on the horizon
The UBS Chief Investment Office (CIO) provides guidance in the event of a last-minute settlement that raises the debt ceiling as well as a failure by Congress to do so.
03/15/2023
Pension savers could gain £180k if lifetime allowance moves to £1.8m
Initial cost estimates, as well as the Treasury’s own budget policy costings, are inherently open to a high degree of uncertainty in this area though.
03/15/2023
Ask the experts: How will ESG investing weather a recession?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
03/15/2023
How to ensure true client-centricity
The country hit flu season just as NHS waiting times hit a record high, with 7.2 million people waiting to start routine treatment as of the end of October, according to the British Medical Association.
03/14/2023
COVID-19 Luxembourg Update: Exceptional Measures Applicable to Companies Ends
The period of application of the exceptional measures provided for by the law was extended several times during COVID-19 and finally ended on 31 December 2022 in view of the improvement in the overall health situation.
03/14/2023
Strategy blog: Banking stress containable
Its large investment portfolio was particularly exposed to longer-dated bonds, with little hedging to protect against rising policy rates.
03/14/2023
JTC Raises Over £100000 Through Employee-Led Fundraising Initiative
JTC also made donations to support all the selected charities, with the Isle of Man team receiving an additional £500 donation towards their chosen charity for 2023 in recognition of being the Group’s ‘top fundraiser’ per employee.