Insights

Bringing you the best of our market views and asset class insights

Panorama: Mid-Year 2019 Forces shaping the investment landscape - So far, 2019 has brought promising developments for investors. Will the rest of the year continue to be a growth story?

Painting the king green The S&P 500 ESG

Be On Track

China Foresight Bringing you the best of our China market views and insights

Macro Quarterly: Bend, don't break We review the five macro market themes which serve as our core views and examples of case studies associated with them.

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China and climate change: leading with action China's climate change policies to tackle air pollution are taking shape, but what are they and how can they build a sustainable future

Playing by the rules Incorporating sustainability factors in rules-based equity strategies

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An increasingly complex and interconnected world For insights visit ubs.com/am-linkedin

Panorama: Investing in 2019 - Navigating volatile markets We assess the global investment landscape and the potential challenges and opportunities facing investors in the year ahead.

China: a spotlight on standalone allocation How can investors capture China's growth story? Our experts believe a standalone allocation is worth considering.

Macro Monthly: A higher volatility regime Markets have entered a higher volatility regime, which calls for careful risk management and potentially more tactical trading.

Positioning for growth and opportunities Demand for core real estate in APAC will be supported by broad structural shifts related to secular trends and growing demand for income producing assets.

Investment Insights 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.

Blooming in winter? – Emerging markets fixed income The emerging markets fixed income team take a detailed view on what drove the market during a volatile Q3 2018 and draw some conclusion for the remainder of the year.

Going mainstream: the future of ESG investing UBS collaborated with Newsweek in their latest Vantage report, surveying the growing importance of sustainable investing.

US Real Estate Summary

Real Estate US – Edition 2, 2019 More
- 17 Jun 2019
Becoming better stewards

Engaging for long-term impact More
- 13 Jun 2019
Rising demand for real assets

Q&A: top 5 with Joe Azelby More
- 13 Jun 2019
A 5-point guide to fixed income in 2019

Insights into the opportunities available to investors More
- 13 Jun 2019
Coming into its own

The case for a standalone allocation to China More
- 13 Jun 2019
A volatile mix

Factors to beat the market More
- 13 Jun 2019

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