UBS Asset Management in Canada
Panorama Mid-Year 2018
2018 has brought a fresh set of challenges for investors to navigate across both traditional and alternative asset classes. Our senior investment experts explore some of the challenges and opportunities they see in the months ahead.
September 5, 2018
Do we have a deal? A pulse check on M&A activity
Stepping into the future
With its comprehensive coverage, Stepping into the future offers an essential perspective to both understand China and prepare you for the many opportunities it will create.
The appeal of co-investments is clear: they provide access to hedge fund managers' highest conviction ideas in the market today. As sourcing these ideas remains a challenge for investors to do on their own, more and more they are turning to experienced allocators who can efficiently source, vet, and package a broad range of ideas on their behalf.
Chinese bonds: all you need to know
Despite slower domestic growth, we believe China will overwhelmingly drive the world economy in the coming years, driven by a new economic model underpinned by high-tech manufacturing and consumption. As we move into 2018 we seek to answer some of investors' most common questions around China's bond market and its liberalization.
Opportunities emerge as China slows
China’s policies are addressing high debt levels and improving long-term growth prospects. As a result, despite the slowing economy, China’s fixed income markets offer highly attractive opportunities, while recent reforms mean investors can fully allocate to China’s bond markets.
The sustainability imperative: Strategies to address critical challenges in a changing world
In this case study, we offer a look inside our innovative impact measurement framework – one which puts solid numbers on an investment portfolio's environmental and social impact.
Up in the air on carbon: How investors can leverage carbon data
Much of the investment industry has begun incorporating carbon emissions data into investment decisions, but the way forward is complex and requires analysis that goes beyond standard carbon emissions data.
Fighting with both hands - What a stronger Xi Jinping means for China's outlook
China's NPC meeting has major implications for investors. Xi Jinping's stronger power base following the National Party Congress (NPC) means he will fight with both hands on an agenda that will prolong China's mini-cyclical slowdown but create attractive opportunities.
Measuring the social and environmental impact of public companies
Investors want to know how they can contribute to a sustainable world. UBS Asset Management's research on impact measurement is at the forefront of modern day sustainable investing.
Strategies in Focus
In the second quarter edition of Strategies in Focus, we focus on "A turning tide: An institutional shift toward active." Suni Harford, head of investments, provides a 'view from the top' observation on the current market environment and we offer examples of how different client segments are incorporating active strategies today.