Insights

Bringing you the best of our market views and asset class insights

A turning tide: An institutional shift toward active Suni Harford, Head of Investments, UBS Asset Management, provides a 'view from the top' observation on the current market environment and examples of how different client segments are incorporating active strategies today.

Can data science transform alpha generation?

The challenge facing all active managers is to deliver sustainable and cost-effective excess returns. What role does data science have to play in meeting this challenge? More
- 29 May 2018
Real Estate Summary – Edition 2, 2018

Emphasize asset management amidst higher volatility and slightly slower growth More
- 24 May 2018
Macro Monthly: What do higher oil prices mean for markets?

This edition of Macro Monthly looks at the impact of higher oil prices on economic growth, markets and monetary policy – and the implications for multi asset investors. More
- 11 May 2018
The E in ESG: Environmentally Conscious Investing

Is it possible to mitigate climate change issues through sustainable investing? More
- 09 May 2018
Dividends strike back

As part of our focus on income, our Investment Solutions team explores the growing appeal of dividend stocks More
- 02 May 2018
Could the Fed cause the next recession? (US monetary policy and the real equilibrium rate)

As the economic cycle in the US matures, investors’ focus is sharpening on when and at what level official US interest rates will peak. More
- 27 Apr 2018