The Bitter Squeeze: Orange Juice Futures Collapse Under Tariff Pressure
Commodities Spotlight March 2025
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As China’s growth momentum picks up, is it a good time to invest in China again? Our China fixed income team believe so; they point to a combination of onshore government bonds and corporate bonds as the answer.
China’s reopening has been underway since late last year, and the recovery is helped by the government’s prioritization of economic growth and accommodative fiscal and monetary stance. However, current sentiment in Chinese bond markets is somewhat downbeat which, in our view, overlooks the bigger picture and longer-term potential.
Will market confidence return? We continue to see investment opportunities in China onshore government bonds, as well as onshore and offshore corporate bonds. In fact, a combination of China rates and credit could generate attractive risk-adjusted yields for investors and could bring diversification benefits into a global portfolio.
Commodities Spotlight March 2025
Outlook on China in a changing demographic environment
Unified Global Alternatives - Hedge Funds First Quarter 2025
Meet the members of the team responsible for UBS Asset Management’s strategic direction.