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
Asset class research
Equities research
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Dividends strike back
As part of our focus on income, our Investment Solutions team explores the growing appeal of dividend stocks More
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View from the front line
Interview with Barry Gill, Head of Active Equities, UBS Asset Management. More
Fixed Income research
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Real Estate Summary – Edition 2, 2018
Emphasize asset management amidst higher volatility and slightly slower growth More
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Investment Insights
Relationship troubles
The latest edition of Investment Insights considers the historical drivers to the equity/bond relationship in the US – and the likelihood that we are entering a new and higher correlation regime between these two core asset classes. More
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Outlook for High Yield
As we go into 2018, we assess the prospects for High Yield. More
Real Assets / Private Equity research
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Real Estate Summary – Edition 2, 2018
Emphasize asset management amidst higher volatility and slightly slower growth More
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Eurozone Real Estate Outlook – Edition 1H18
Robust demand as economy holds strong
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White paper infrastructure series
Infrastructure and the economy
This series explores some of the key portfolio considerations of investing into infrastructure. More
Hedge funds
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Corporate caution to the wind
The US tax resolution is expected to increase corporate confidence and fuel M and A activity More
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Seizing alternative opportunities
Global insights across the spectrum More
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Special opportunities
Highest conviction ideas sourced from the world's top hedge funds More
