Fostering dialogue
UBS Asset Management | Stewardship Annual Report 2018 Mehr
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Macro Monthly Brexit: Are we there yet?
As Brexit draws closer to the October 31 deadline, the risks have become more quantifiable and the investability of UK risk assets has improved sufficiently for us to consider what opportunities exist. Mehr
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The Story of Stock Connect & China Equity Investing
Stock Connect began in November 2014, what does it mean for China A-share investing and onshore and offshore China stock exchanges? Mehr
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Bin Shi: the future of China Equity investing
Stock Connect, QFII and China A-shares. Bin Shi, Head of China Equities, explains the changing strategic outlook for China equity investors. Mehr
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Stock Connect: the inside view from China's equity markets
Stock Connect - what is it, why did it start, how has it performed, and what does it mean for China A-share equity investors? Find out here
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China A-shares: FAQs, facts, and figures
China A-shares: what are they, where are they listed, can investors buy them, are they in MSCI indexes? Find 28 essential facts here.
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07-2019 – Collaborating for a low-carbon world: UBS AM climate engagement progress one year in
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07-2019 – Collaborating for a low-carbon world: Summary
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07-2019 – EM fixed income 3Q outlook
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07-2019 – Emerging markets: 10 years, 10 transformations
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07-2019 – Emerging markets: What's the impact from the US-China trade conflict?
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07-2019 – Emerging markets financials: Why we see opportunities
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07-2019 – Macro Monthly: The power of currency
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06-2019 – Panorama: Mid-Year 2019 – Forces shaping the investment landscape
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06-2019 – Turning off Autopilot: The case for going Global and Active in fixed income allocations
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06-2019 – Commentary: China update – Handelskonflikt
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06-2019 – Macro Quarterly – Bend, don't break
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05-2019 – Macro Monthly: Spring in Europe
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03-2019 – Macro Monthly: The policy handoff
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04-2019 – Fixed income considerations: Sustainable investing in fixed income
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03-2019 – Playing by the rules: Incorporating sustainability factors in rules-based equity strategies
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03-2019 – Eurozone Real Estate Outlook: De-risking in a slower growth Environment
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03-2019 – Macro Quarterly – Q2 2019: A symphony of trades
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03-2019 - Gender aware - Time's up for inequality
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02-2019 – Real Estate Summary: Edition 1 – Downside risks rise and correction in retail
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02-2019 – Top trends in 2019: Infrastructure Outlook
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02-2019 – Macro Monthly: A healthy pause
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02-2019 – Investment Insights: Does corporate America have a debt problem?
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02-2019 – A climate primer: An investor's introduction to climate change
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01-2019 – The nature of income: The true and reliable nature of commercial RE income
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01-2019 – High Yield Outlook: 2019 – Carry 500
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01-2019 – World Economic Forum Paper Summary: Core requirements needed to …
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01-2019 – Innovation Paper 6: Data infrastructure
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01-2019 – Innovation Paper: A recap of 2018
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01-2019 – Taking the lead: How China is driving the global economy and …
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01-2019 – Macro Monthly: Something familiar
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01-2019 – Opportunities in uncertain times – Emerging markets fixed income
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12-2018 – Macro Quarterly: Macroeconomic themes and tactical asset allocation opport…
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12-2018 – Panorama: Investieren im Jahr 2019 – Auf Kurs in volatilen Märkten
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12-2018 – Research Blast: Top 10 real estate questions for 2019
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12-2018 – Investing in US energy infrastructure: Navigating the changing landscape
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11-2018 – Real Estate Summary: Real Estate & Private Markets – Edition 4
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11-2018 – Panorama: Investing in 2019 – Navigating volatile markets
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11-2018 – Macro Monthly: A higher volatility regime
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11-2018 – Positioning for growth and opportunities: Part 2 – Asia Pacific core real estate…
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10-2018 – Equity market sell-off update
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10-2018 – On the ground, in the know: Insights from Street View
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10-2018 – The big picture: White paper Part 1 - Asia Pacific core real estate discussion series
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10-2018 – Investment Insights: The multi asset opportunity in China
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10-2018 – Innovation Paper 5: The Global Energy Transition
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10-2018 – Emerging Markets Fixed Income: Blooming in winter?
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10-2018 – Asset Allocation Quarterly: Macroeconomic themes
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10-2018 – Innovation Paper 4: Data centers, real estate, and the evolution of technology
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10-2018 – Macro Monthly: US equity outperformance: Should investors mind the gap?
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09-2018 – Stewardship Annual Report 2018 – Fostering dialogue
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09-2018 – Stewardship for sustainability: Adding value through active engagement
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09-2018 – Innovation Paper 3: Demographics – Living large… by going small
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09-2018 – What does ‘alternative beta’ mean in fixed income?
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09-2018 – Real Estate Summary: Real Estate & Private Markets – Edition3
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08-2018 – Unicorns: legendary returns, harsh realities – Market updates
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08-2018 – Global high conviction: Tech‘s new target is in your pockets
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08-2018 – Stepping into the future: How China is transforming its economy and creating opport…
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08-2018 – Flash commentary: Emerging markets
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08-2018 – Bringing China into focus: Index inclusion
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08-2018 – Flash commentary: Turkey update
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07-2018 – Emerging markets fixed income: Air pockets and headwinds
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07-2018 – The next frontier: ESG integration in fixed income
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07-2018 – Innovation Paper 2: Real Estate and Aging
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06-2018 – Innovation Paper 1: Real Asset Evolution
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05-2018 – Global Perspectives: Multi Asset
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05-2018 – Flash commentary: Political developments in Italy
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04-2018 – Going up: What’s behind the rise in Libor?
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04-2018 – Infrastruktur und Volkswirtschaft: White-Paper-Reihe Infrastruktur: Teil 2
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04-2018 – Emerging Markets Fixed Income: Volatility rises, opportunities emerge
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03-2018 – Global Perspectives: Multi Asset
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01-2018 – Chinese bonds: All you need to know
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01-2018 – 2018 Outlook for High Yield: Another year of carry, take 2...
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