Hear directly from the experts

With macro headwinds up and valuations coming off Karim Cherif, UBS CIO Head of Alternatives, has the CIO playbook for private markets investing into the second half of 2023.

Eva Lee, UBS CIO’s Head of Greater China equities explains what’s holding back China stocks, what might trigger near-term outperformance, and how to position within key sectors.

The recent banking turmoil has not led to USD strength, unlike during the 2008 financial crisis. UBS CIO FX Strategist Teck Leng Tan discusses why the USD is likely set to weaken further, and how investors should position for that.

While banking system strains may linger, we do not expect a repeat of credit crunch. Elena Guglielmin, CIO Credit Analyst, examines fixed income opportunities and risks for global investors.

After a difficult 2022 for Asian semiconductors, Sundeep Gantori, UBS CIO Equity Strategist, explains why this part of the tech sector looks primed for outperformance.

Globally, there is no shortage of strategic infrastructure plans. Funding though cannot come from governments or banks alone. Karim Cherif, UBS CIO Head of Alternatives explains the opportunity set for private investors.

Heightened volatility in commodities might be keeping investors sidelined from this asset class. However, Dominic Schnider, UBS CIO Head of Global FX & Commodity, explains why there are several ways to position for upside this year.

Alejo Czerwonko, Chief Investment Officer, EM Americas, shares his views on how while emerging markets have not been leading the rally so far in 2023, the asset class is poised for a period of out performance.

Serena Tang, UBS Equity and Structured Products Specialist explains how Credit Linked Notes (CLNs) work.

Elena Guglielmin, UBS CIO Credit Analyst explores how CoCos — or contingent convertibles — can fit within a portfolio, the drawbacks that investors should consider and how these can be mitigated.

Ricardo Beninatto, UBS Head Active Advisory SEA and Jessie Lee, UBS Investment Specialist, explain Discretionary & Advisory portfolios, and how to select the right portfolio for different investment objectives.

The first two months of 2023 showed that even as uncertainty persists in the US, encouraging tailwinds and opportunities are surfacing elsewhere. Min Lan Tan, UBS APAC Chief Investment Officer explains why emerging markets and Asia are standing out, and why its growth is rapidly reviving.

We have lifted China to Most Preferred in our Asia strategy. Crystal Zhao, UBS Chief Investment Office Head Asia Asset Allocation, shares why we expect China to outperform Asia ex-Japan.

What are the key turning points for Asia's economic cycle? Min Lan Tan, UBS APAC Chief Investment Officer, Yifan Hu UBS Greater China Chief Investment Officer and Eva Lee, UBS Head Chief Investment Office Equities Greater China, share their outlook for the region.