The benefits of investing in high yield via CDS indices

Union Bancaire Privée is delighted to invite you to a free online presentation followed by a Q&A session on Europe Equity.

This year has been extremely tough but as time has passed we have formed some strong views on where the values lies within the European Equity Market.

We believe that during 2016 we have witnessed an important turning point in market dynamics and have responded by building a “Barbell” based portfolio which we will discuss in details during this Webinar.

CDS indices offer a full and liquid exposure to the high yield market. They have been outperforming high yield cash bonds since 2004.

Union Bancaire Privée is delighted to invite you to a free online presentation followed by a Q&A session on the results of the UK referendum.
For this webinar, we aim to provide a broad review from an economic and cross-assets perspective of the opportunities and challenges ahead in terms of investments :
What is the future of the UK and the European Union?
Looking at equities with a new prism on Europe
Global Fixed Income allocation: what has changed ?

Speakers:
Patrice Gautry | Chief Economist , Head of Economic & Thematic Research
Rob Jones | Senior Portfolio Manager of Pan European Equity
Christel Rendu de Lint | Head of Global & Absolute Return Fixed Income

We are pleased to invite you to a 40 minutes Webinar with Nicolas Delrue, Senior Investment Specilalist for UBP Convertible Bond Strategies.
On this occasion, Nicolas will get back on the year-to-date performance of UBP’s core Convertible Bond Strategies. This will also be the opportunity to develop on the team’s outlook for the second half of 2016, as well as on the investment opportunities existing in the asset class, in a volatile and uncertain environment.
This will lead us to address one key question : why should investors consider convertible bonds now ?

Speaker:
Nicolas Delrue | Senior Investment Specilalist – 18 years of business experience

Union Bancaire Privée is delighted to invite you to a free online presentation followed by a Q&A session on U Access – Best Selection China A.
Why China now?:
China’s GDP is stabilizing around 6-7%
Property oversupply is less critical than feared
Could Chinese A-shares be included in the MSCI indices earlier than many think?
How is our portfolio positioned in the current market environment

Union Bancaire Privée is delighted to invite you to a free online presentation followed by a Q&A session on the Global & Absolute Return Fixed team’s favoured investment themes.
For this first webinar, we will outline our macroeconomic scenario and present our favoured investment themes:
US Dollar investment grade credit
High Yield via CDS indices
Subordinated debt and in particular Additional Tier 1

Speaker:
Olivier Debat | Senior Investment Specialist

Union Bancaire Privée is delighted to invite you to a free online presentation followed by a Q&A session on Swiss equities.

For this first webinar on the topic, we aim to provide a broad overview of the strategy, particularly for those less-familiar with this attractive market. Make sure you do not miss to tune in to learn more about:
The Swiss equity market
The Swiss economy
UBP’s Swiss & Global Equity team and our approach to investing in Swiss equities
Our award-winning flagship all-cap fund, UBAM - Swiss Equity

This year, markets gave us no time to sober-up after the festive Christmas season. The start of 2016 feels like someone paid us a free ride on a roller-coaster that we can’t leave. Make sure you do not miss to tune in to learn:
How attractive US Small Caps in today’s environment are
How to benefit from the advantages of this asset class
The appropriate strategies to pursue

Denis Girault, head of UBP Emerging Market Fixed Income team, will review investment opportunities in EM debt markets in the current environment of low commodity prices and Chinese GDP slowdown.

This webinar will commence with a brief update from the PMs on how the main strategy, UBAM – Europe Equity, performed in 2015 with comments on the positioning for 2016.
With the backdrop of a volatile start to the year, they will then discuss how investors could position themselves in this environment, highlighting two defensive strategies.

The PMs will present:
- An update on the flagship performance and current & future positioning
- Focus on UBAM – Europe Equity Dividend+ -> A low volatility, defensive portfolio with a stable return stream of income
- Focus on UBAM – Europe Equity Flex -> Flexible alternative to UBAM – Europe Equity, providing partial downside protection (convexity)

This will be a chance to listen to our lead portfolio manager M. Kenji Ueno, who is positive for Japan - thanks notably to attractive valuation and on-going support from the Government and the BOJ.

As the European Equity Team complete a very successful 5 years at UBP, we are pleased to invite you to a 30 minutes webinar with Rob Jones, co-Head of European Equities.

Rob will present:
- An update on the Team and fund inflows
- His thoughts on the current market dynamics
- Our current positioning, themes and an outlook for 2016

The call will take place via the web-based platform BrightTalk.
If you are not yet registered, you will have to do so to access the call. If you have any issues, please contact us.

This will be a chance to listen to our lead portfolio manager M. Kenji Ueno, who remains positive on prospects for Japan for the remainder of the year - thanks notably to an expected turnaround in Japanese exports and domestic consumption.

This will be a chance to listen to our EM strategist Koon Chow, who remains positive on prospects for emerging countries for the remainder of the year - thanks notably to an expected turnaround in China - as well as to Denis Girault, the head of the EMFI team, who will explain why emerging corporate bonds remain an investment of choice.

Q1 review, current positioning & outlook

Quarterly update on the fund's performance, outlook and current positioning

An update on European Equities

Update call on the last quarter of 2014
Market review
Performance analysis
Outlook

Market review, strategy update, outlook