The future of capital
How will we finance the future?
The questions that matter, shaping the future of capital markets
The questions that matter, shaping the future of capital markets
Unprecedented political, economic, social and technological change is causing a fundamental shift in capital markets.
To understand how these trends could shape the way capital is sourced, distributed and deployed, you need to separate the signal from the noise and focus on the pivotal questions.
UBS has partnered with The Financial Times to create FT Transact; a new multi-channel video hub that dives deeper into those questions. To see more content, visit the FT Transact site.
5G's business model revolution
The tech evolution enabling business model revolutions. 5G could cover up to sixty percent of the global population, and reach up to one and a half billion subscribers within five years. The upgrade from ‘connected people’ to ‘connected things’ points to significant sector shake-ups, from Healthcare to Gaming, and beyond.
ESG: From niche to mainstream to mandatory?
ESG investing has gone from niche to mainstream in twenty years. Meanwhile, a growing consciousness of the plight facing the planet has had little impact on key indicators for its future.
The future of meat
We are on the cusp of a new agriculture revolution – and investor appetite is strong. Livestock takes up nearly 80% of farmed land globally, yet produces less than 20% of the world's supply of calories, and all the while, the number of mouths we need to feed keeps growing.
Space travel is set to rocket
The business opportunity presented by space travel has morphed from science-fiction to reality.
Will China win the AI arms race?
The worldwide AI race is on. China’s openly targeting global leadership by 2030, and it’s well on the way. AI's fuelled by data, and that gives China a competitive advantage.
Tesla Teardown
Tesla's ramping up production of the Model 3. But is the electric vehicle evolutionary, or revolutionary?
Trade wars: the impact
A full-blown trade war between the US and China could mean global GDP decelerates by more than 100 basis points, and major global equity indices tumble by more than 20 percent.
Is the kitchen dead?
UBS estimates global online food ordering could leap from $35bn dollars today to $365bn by 2030. It’s thanks to a convergence of the on-demand and sharing economies, and a combination of industrial, economic and demographic factors.
Will regulatory reform become a China investor's biggest opportunity?
Regulatory reforms are set to revolutionise China’s Financial Services industry, opening up numerous opportunities for international investors.
FT Transact - India Demographics
On paper, India is a demographic diamond in the rough. In the next decade, the ratio of its population at working age is set to surpass China’s.
US inflation under the microscope
The US Federal Reserve is raising interest rates and wants inflation to get to its target, but not much above.
Emerging markets: Macro worry, micro euphoria
There’s a macro-micro divide in emerging markets. The IMF and BIS are warning against rising corporate debt, yet P/E ratios are soaring.
Monetising China's eSports boom
Global eSports revenues are predicted to hit $1.5bn by 2020. Fans are young, passionate, and given they’re 38% female, a marketer’s dream. In 2017, the finals of 'League of Legends’, owned by China’s Tencent, had a total of 1.2 billion views.
The critical role diversity plays in economic growth
With consumption rising, the only way humanity can maintain or improve its standard of living is to do more with less. That requires innovation and productivity. Diversity is absolutely essential for this.
Capital expenditure is on the up: What it means for innovation and growth
In the US and Asia, capex has been driving improvements in corporate performance. Now, after 6 sluggish years, a positive trend has emerged in Europe as well.
Rise of the robo-taxi: Driving transport disruption
Robo-taxis are coming. Singapore will be testing vehicles as early as next year, and ultimately they could prove significantly cheaper and more popular than current mass-transit systems.
Asia’s innovation boom: Where it’s happening and why it matters
Asia's R&D spend is on track to exceed Europe and the US combined by 2020. But which countries are innovating, what are the implications and are investors pricing in the potential?
Electric Vehicles: Who wins under the hood?
Electric Vehicles are going mainstream, but when will they become profitable for manufacturers, and which sectors and firms are set to benefit the most?
Protectionism in Practice: Examining the economic impact of tariffs
If the US put tariffs on Chinese goods, the impact would be felt way beyond the borders of both countries. China is the world’s biggest exporter, but it’s also the second biggest importer, with many of those imports coming from other Asian countries
Active vs passive investing: Alpha and beta go head to head
There’s been a boom in passive investment since the turn of the millennium, channeling the flow of capital away from mutual funds into hedge funds and sector specialists. But how far can beta go, and will alpha undergo a renaissance?