Global intelligence

UBS Asset Management's weekly Economist Insights is authored by Joshua McCallum, Senior Fixed Income Economist, and Gianluca Moretti, Fixed Income Economist.

Read the latest edition (PDF, 254 KB)

A warning to bond bears

July 2014

Are we at the start of a long-term bond bear market? Many commentators have made up their minds – it started two years ago. But I’m not so sure. In this paper, I present three factors that I expect to keep bond yields lower for longer, and five important implications for investors.

Managing inflation risk in defined contribution plans

March 2013

The paper looks at the tools Defined contribution (DC) plan sponsors can use to help their participants manage inflation risks.