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Ubs Asset Management

No place to hide: Five-year capital market assumptions

Conservative investors that need to protect real purchasing power in the short run (a retiree on a tight budget) will likely invest differently than investors that have long time horizons.

Nobel Laureate perspectives on a post COVID-19 world

Sir Christopher Pissarides, Nobel Laureate and labor market economist in a webinar to discuss the implications of the pandemic and what it means for investors.

The case for active in fixed income: turning off autopilot

Since the rise of passive investment at the beginning of this decade, a strong debate has ensued as to whether active portfolio management adds value. UBS explains why going global and active can add value.

China: Taking the lead, driving the global economy

The 19th UBS Greater China Conference in Shanghai brought together executives from more than 240 leading companies in China and Asia Pacific, with over 2,600 senior representatives from across the international and domestic financial communities.

Even lower for even longer – why listed property remains attractive

What a difference a year makes. In 2015, most economists forecast a succession of US interest rate rises and a gradual improvement in the global economy.

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Strategy

$1 billion and counting: how consultants maximise fees

Despite cutbacks in public service staff, we are spending over a billion dollars a year with five consulting firms. There is little public scrutiny on the value for money. How do consultants decide what to charge?

Investment strategies

Two strong themes and companies that will benefit

There are reasons to believe inflation will stay under control, and although we may see a slowing in the global economy, two companies should benefit from the themes of 'Stable Compounders' and 'Structural Winners'.

Financial planning

Reducing the $5,300 upfront cost of financial advice

Many financial advisers have left the industry because it costs more to produce advice than is charged as an up-front fee. Advisers are valued by those who use them while the unadvised don’t see the need to pay.

Strategy

Many people misunderstand what life expectancy means

Life expectancy numbers are often interpreted as the likely maximum age of a person but that is incorrect. Here are three reasons why the odds are in favor of people outliving life expectancy estimates.

Investment strategies

Slowing global trade not the threat investors fear

Investors ask whether global supply chains were stretched too far and too complex, and following COVID, is globalisation dead? New research suggests the impact on investment returns will not be as great as feared.

Investment strategies

Wealth doesn’t equal wisdom for 'sophisticated' investors

'Sophisticated' investors can be offered securities without the usual disclosure requirements given to everyday investors, but far more people now qualify than was ever intended. Many are far from sophisticated.

Investment strategies

Is the golden era for active fund managers ending?

Most active fund managers are the beneficiaries of a confluence of favourable events. As future strong returns look challenging, passive is rising and new investors do their own thing, a golden age may be closing.

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