17 August 2019

Norman Villamin

Chief Investment Officer, Private Banking, Union Bancaire Privée
  • With signs growing that the global economy increasingly faces an unconstrained US president, the crystallization of a new risk environment for investors appears complete, writes Norman Villamin. Photo: Reuters

    Trump unconstrained

    - May 14, 2019 3:03pm
    Investors have rightly been focused on the outcome of the contentious trade negotiations between the US and China for guidance on the near-term direction of markets. A continuation of the trade conflict between the world’s largest...
  • 2017 saw a number of important inflections in key drivers which are now weighing upon the US dollar. Photo: Bloomberg

    Rising volatility, rising rates: Implications for equities, USD

    - Feb 28, 2018 5:11pm
    The high volatility of recent weeks likely represents a regime shift from the low volatility environment of 2017. Fortunately for equity investors, the US Federal Reserve has been overt in its communications about ‘normalizing’ policy. As...

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