Macro Monthly: US equity outperformance: Should investors mind the gap?
This has been a year of stark divergence in asset performance for the US versus the rest of the world. More
Asset class research
Equities research
-
-
Asset Allocation Quarterly
Our new publication, Asset Allocation Quarterly, identifies the key macro themes we believe offer investors attractive opportunities on a risk-adjusted basis. More
-
Emerging opportunities for investors
Many structural factors support ongoing growth in emerging markets. Hear from portfolio manager, Geoffrey Wong as he discusses this unique opportunity set.
More
Fixed Income research
-
What does ‘alternative beta’ mean in fixed income?
In this short paper, Matthias Dettwiler, Head of Index Fixed Income explains his views on smart beta in fixed income investing. More
-
RMB's march to reserve currency status
In this latest white paper, our Global Sovereign Markets team offers its in-depth examination of the issue, including interviews with central banks, and their outlook for the RMB's march to reserve currency status. More
-
Leveraged loans or high yield bonds?
For investors seeking attractive levels of income combined with low sensitivity to interest rates, leveraged loans and floating rate high yield bonds are both worth considering. More
Real Assets / Private Equity research
-
-
-
Swiss Real Estate Outlook
Edition 2H18 More
Hedge funds
-
Merger Arbitrage investing at UBS O'Connor
Introducing O'Connor's Merger Arbitrage investment team—get to know our people, approach and outlook More
-
Corporate caution to the wind
The US tax resolution is expected to increase corporate confidence and fuel M and A activity More
-
Seizing alternative opportunities
Global insights across the spectrum More
