UBS Global Real Estate Bubble Index
The UBS Global Real Estate Bubble Index is designed to track the risk of housing bubbles in global financial centers. Toronto tops our list in 2017.
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.
Thought of the day
Will the Fed delay further rate hikes?
Markets took a dovish view of the minutes from the Federal Reserve’s September meeting, with yields and the dollar easing lower and equities edging higher. The minutes revealed a lack of consensus on the inflation outlook, with debate over the extent to which below-target inflation is transitory. The core Personal Consumption Expenditures (PCE) inflation rate, the measure the Fed focuses on, has moved further from the Fed’s 2% target in recent months, slowing to 1.3% in August from 1.9% in January.
Morning audio comment
The Millennials take over
Politics is influencing markets again. Iraqi forces have moved into Kirkuk in an apparent attempt to establish control of the oil fields in the Kurdish area. Fighting has been reported, and crude oil prices have risen a little. Uncertainties created by the US-Iran situation may not help regional stability.
Is the Trump trade back?
Trying to predict the path of US government policy has been challenging. Following Donald Trump’s election victory, there was widespread optimism that the new president would push through policies that would boost growth.
Africa – cradle of diversity
As the second-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.
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