Investing for the long-term
This paper explores key global trends and macroeconomic topics that truly long-term investors such as Sovereign Wealth Funds should prioritize in their investment framework. More
Asset class research
Equities research
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Macro Monthly A healthy pause
A notably more dovish statement and press conference following January’s FOMC meeting confirmed the Fed is not committed to any further rate hikes this cycle. More
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Peak Performance
Equity allocators often invest primarily in passive, market-capitalization strategies with a smaller allocation to high active risk strategies. Our analysis supports reallocating a portion of passive holdings to an enhanced strategy. More
Fixed Income research
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High Yield Outlook
The paper examines the market conditions in 2018 and provides insight into the developed market high yield 2019 total return forecasts More
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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
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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
Real Assets / Private Equity research
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Top trends in 2019
Infrastructure Outlook – paper and video More
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US Real Estate Outlook 2019 – video
Tiffany Gherlone, Head of Real Estate Research & Strategy for the US discusses the emerging trends that we expect to shape US commercial real estate investment in 2019. More
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US Real Estate
Outlook 2019 More
Hedge funds
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Merger Arbitrage investing at UBS O'Connor
Introducing O'Connor's Merger Arbitrage investment team—get to know our people, approach and outlook More
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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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