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Research

Research is a fundamental component of our investment process. See below for a selection of publications on market trends, our assessments and special investment themes. Each of the publications is geared towards an individual group of investors.

Market/investment review & outlook

Focus on Strategy

“Focus on Strategy” is a quarterly strategic publication with a specific focus on the Swiss market. For Swiss pension funds in particular, this publication also addresses the issue of BVG (Federal Law on Occupational Retirement, Survivors' and Disability Plans) portfolio allocation.

Frequency: Quarterly

Topic focus: Switzerland

Latest issue: deu (PDF, 338 KB) fra (PDF, 341 KB) ita (PDF, 331 KB)

InvestiGate

“InvestiGate” offers a monthly outlook on markets and investment ideas from UBS Asset Management.

Frequency: Monthly

Topic focus: Switzerland

Latest issue: deu (PDF, 196 KB) eng (PDF, 187 KB)

Global Perspectives

“Global Perspectives” is a summary of current market events and incorporates an investment outlook from Global Investment Solutions, our multi-asset investment unit.

Frequency: Monthly

Topic focus: Global

Latest issue: eng (PDF, 238 KB)

Global Asset Views

“Global Asset Views” deals with key economic developments and market themes based on three different scenarios and analyzes the effects on our investment strategies.

Frequency: Quarterly

Topic focus: Global

Latest issue: eng (PDF, 1 MB) deu (PDF, 2 MB)

Market/investment themes

Economic Insights

“Economist Insights” is a weekly publication dealing with topical economic issues.

Frequency: Weekly

Topic focus: Global

Latest issue: eng (PDF, 291 KB)

Current Perspectives - insights into the current market environment

Evolution of the asset manager - October 2012

This publication deals with the asset management industry, which is undergoing fundamental change on account of economic, demographic and industry-specific challenges.

Frequency: ad-hoc

Topic focus: Global

Latest issue: deu (PDF, 773 KB) eng (PDF, 745 KB) ita (PDF, 727 KB)

Sugar high - March 2012

Curt Custard, Head of Global Investment Solutions, examines the role of central banks as well as the heightened provision of liquidity to markets and the effects of this.

Frequency: ad-hoc

Topic focus: Global

Latest issue: eng fra

Sugar crash - an update by Curt Custard (June 2013): eng (PDF, 75 KB)

Special investment themes

Research specific to real estate

Swiss real estate market - April 2013

Yields on the Swiss real estate market have hit low points. As the key drivers will remain intact for the time being, an immediate trend reversal is not expected.

Frequency: ad-hoc

Topic focus: Switzerland

Latest issue: deu (PDF, 574 KB) fra (PDF, 736 KB)

Components of agio - April 2013

In real estate funds, there is generally a positive difference between the market price and net asset value. There are objective reasons for this phenomenon - known as agio - which lie outside the scope of trends in market interest rates.

Frequency: ad-hoc

Topic focus: Global

Latest issue: deu (PDF, 189 KB) eng (PDF, 191 KB) fra (PDF, 196 KB)

Real estate - All you need to know - April 2013

This publication deals with the topic of real estate in general and outlines various investment opportunities.

Frequency: ad-hoc

Topic focus: Global

Latest issue: eng (PDF, 3 MB)

Update September 2013 eng (PDF, 819 KB)