UBS Asset Management in the United States
Panorama: Global investment insights for 2017
At the very heart of the challenge for investors in 2017 lies the push and pull relationship between central bank policy and the fiscal landscape. In this new publication, UBS portfolio managers consider the biggest risks and greatest opportunities investors face as we enter 2017.
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.
Emerging markets equities have been an unloved asset class in recent years. While major US equity indexes repeatedly reached and surpassed historic highs, emerging markets equity returns languished. But is it time to take a closer look?
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.