Multi Asset investing

Multi Asset solutions for modern markets

Your money in experienced hands: our specialist global multi asset team has been trusted by clients for over 30 years.

Delivering the best of our capabilities to you

Multi asset allocation and currency expertise across all liquid asset classes delivered via the following solutions:

Client-specific
Balanced
Growth-oriented
Income
Unconstrained total return

Our expertise

Experienced and trusted

In volatile markets, experience matters. We are always aware of the responsibilities involved in investing our clients money. UBS has been managing multi asset portfolios on behalf of clients since 1982.

Our investment approach

Globally integrated resource

Our clients benefit from the expertise of a team of over 80 multi asset investment professionals (as of 31 December 2018) across offices in Chicago, New York, London, Zurich, Hong Kong, Sydney and Tokyo.

Our investment approach

                                Risk Management 
Risk management and budgeting are critical inputs at all points of our process.

                                Long-term valuation analysis 
Markets are inefficient. This can lead to assets being mispriced.
We seek to exploit those inefficiencies in a consistent manner using long-term valuation analysis.

                                Valuation plus catalyst 
Sometimes factors other than valuation can influence asset prices for sustained periods. 
We therefore seek to understand why an asset is mispriced and identify a clear catalyst for closing the mispricing – a "valuation plus catalyst" process.

New ways of working

Learning from leaders in the tech industry to empower our teams and drive efficiency More
- 04 Feb 2019
Investment Insights Does corporate America have a debt problem?

Investment Insights looks in detail at US corporate balance sheets to assess whether recent concerns are merited or mispriced. More
- 30 Jan 2019
Investment Insights The multi asset opportunity in China

The latest issue of Investment Insights looks at whether it is time for global investors to consider the benefits of a distinct multi asset exposure to China, as opposed to accessing the China story via a broader emerging market investment More
- 23 Oct 2018

Will the US Federal Reserve rate cut provide market 'insurance'

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
- 06 Aug 2019
Macro Monthly Q&A on recent market developments

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
- 06 Aug 2019
Macro Monthly The power of currency

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
- 26 Jun 2019