After the US Fed's 25-basis point rate cut, the question for investors is whether this is an insurance rate cut as in 1995 or 1998 or a pre-recession rate cut, and how does the risk of US-China trade war escalation change the picture. More
This month we deliver Macro Monthly in a Q&A format to answer the most common questions on recent trade developments and what it means for asset allocation. More
The upcoming G20 summit is difficult to ‘hedge’ against, but certain currency trades can be attractive on their own (valuation/economic case) and also offer asymmetric risk-reward into these kinds of events. More
Q&A with Kevin Zhao, Lead Portfolio Manager of UBS Global Dynamic Bond strategy and Head of Global Sovereign and Currency, Fixed Income More
The case for going Global and Active in fixed income allocations More
The paper examines the market conditions in 2018 and provides insight into the developed market high yield 2019 total return forecasts More
Real Estate US – Edition 2, 2019 More
Our second quarterly summary for 2019 provides an overview and compares the outlook for real estate across regions More
With signs of a slowdown in the Swiss real estate market and increases in value set to gradually lose steam, investors should focus on robust rental revenues. More
Five factors driving merger arbitrage performance in 2019 More
The case for hedge funds More
Introducing O'Connor's Merger Arbitrage investment team—get to know our people, approach and outlook More
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