Business with impact
We offer corporations a five step practical guide on how adopt a "business with impact" approach that focuses on both financial and social return generation as core objectives of operations.
A new impulse for Europe, or business as usual? Follow our extensive coverage on the German elections in the weeks leading up to September 24, 2017.
Thought of the day
Underpricing the Fed
After nearly nine years of quantitative easing, and a fivefold expansion of the balance sheet to USD 4.5trn, the Fed is at last expected to unveil its tightening plans. The market is catching up too, with the chances of a December hike priced at 56% going into today’s decision, up from 37% one month ago.
Morning audio comment
Really, was that a surprise?
The US Federal Reserve did what was widely expected. The Fed will start scaling back bond holdings in nominal dollar terms from next month. Fed Chair Yellen essentially indicated "quantitative policy tightening ends when you pry it out of my cold, dead hands".
Are bonds telling a different story to stocks?
Equity and bond markets appear to view the world differently. US and global stocks have been hitting all-time highs, suggesting optimism among equity investors.
Africa – cradle of diversity
Assecond-largest and second-most populous continent after Asia, Africa is home to 54 sovereign nations with unrivaled social, cultural, ecological and economic diversity. We shed a spotlight on how and where to invest in Africa.
Global risk radar: The end of central bank easing
With several major central banks set to reduce monetary policy support, we elaborate on the potential market consequences of an end to unprecedented monetary easing.
Insurtech: Shifting Asia
Insurtech, short for insurance technology, can transform how we buy insurance, how policies are priced, and how claims are made in the next five to ten years. We take an in-depth look at how this could be a game changer for Asia's insurers.
Navigating the Futures
We explore how the world might respond to observable trends, such as advance in robotics and the retreat in globalization, and imagine four "Futures" that could determine the shape of portfolios to come.
Millennials – the global guardians of capital
In this report, we discuss why millennials matter, unpick some commonly held beliefs, and show how their habits will play a pivotal role in the way the world spends its private wealth.
Don't miss out
Sign-up to our newsletter and receive our investment views directly to your inbox.
We are the Chief Investment Office. We create one investment view – The UBS House View. Find out how we do things and more.