Panorama mid-year: The reflation debate
Is the global reflation investment theme over? Senior members of our investment teams across both traditional and alternative asset classes wade into the debate.
Stranded assets: What lies beneath
As evidence of climate change mounts, investors are considering the stranded assets hypothesis, which argues that fossil fuel reserves cannot be safely burned without triggering runaway global warming. Dr. Dinah Koehler and Bruno Bertocci of the UBS Sustainable Investors team led an in-depth study on stranded assets.
Measuring the social and environmental impact of public companies
Investors want to know how they can contribute to a sustainable world. UBS Asset Management's research on impact measurement is at the forefront of modern day sustainable investing.
Merger arbitrage is a hedge fund strategy that goes to work when companies combine and can be a valuable allocation in a portfolio by offering investors potential protection from market volatility, diversification and attractive risk-adjusted returns while limiting losses across market cycles.
The Multi Asset investment team examines recent market events and our investment outlook across asset classes.
Erin Browne, Head of Macro Investments for O'Connor, examines key macro trends that are moving global markets.
Quarterly Investment Strategy
A quarterly collection of articles that highlight our market views and positioning across asset classes.