UBS Asset Management in the United States
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.
Thematic investing is an investment strategy that seeks to identify "megatrends" that are shaping the global economic landscape. By pinpointing the themes that emerge from these megatrends, investors can potentially capitalize on related investable opportunities.
The Multi Asset investment team examines recent market events and our investment outlook across asset classes.
Erin Browne, Head of Asset Allocation Investment Solutions, examines key macro trends that are moving global markets.
Each month Investment Insights brings you an exploration of the themes and trends which lie at the heart of your investment challenges.