Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / Whitepaper

Whitepapers: UBS

1-15 out of 15 results.

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.

Infrastructure: private versus listed opportunities

  • 29 November 2018

Transactions in the private infrastructure marketplace highlight the opportunity to own core infrastructure assets in the listed market at a significant 20%+ discount to their underlying asset value. This valuation gap is unlikely to persist indefinitely, which makes a compelling case for allocating to Global Listed Infrastructure.

Pension Fund Indicators 2018

  • 27 September 2018

Pension Fund Indicators delivers an objective and educational source of investment data with practical explanations, covering the range of investment opportunities available to superannuation funds.

Increasing opportunity: private and listed infrastructure markets

  • 29 August 2018

Infrastructure is one of the fastest growing asset classes globally, with investors’ target allocations increasing significantly over recent years.

A comprehensive guide to transition to retirement income streams

  • 16 August 2018

A transition to retirement income stream (TRIS) is an income stream a retiree can access once they attain preservation age, but before they meet another condition of release like retiring.

Panorama: Opportunities in a maturing cycle

  • 27 July 2018

In this July 2018 edition of Panorama, UBS senior asset class and allocation experts assess the potential challenges and opportunities for investors over coming months.

Will the real fixed income please stand up

  • 21 June 2018

As we slowly emerge from the extended period of historically low interest rates and witness the gradual turn in the global interest rate cycle, it’s important to remember the key role fixed income plays and understand the essential qualities of a ‘real’ fixed income portfolio:

The future of real estate

  • 17 May 2018

Pension Fund Indicators delivers an objective and educational source of investment data with practical explanations, covering the range of investment opportunities available to superannuation funds.

2017 State of the Financial Services Industry Report

  • 7 March 2017

Pension Fund Indicators delivers an objective and educational source of investment data with practical explanations, covering the range of investment opportunities available to superannuation funds.

FSC/UBS Asset Management SMSF Report

  • 25 January 2017

Australian superannuation assets increased by 7.4% over 2015-16, totalling $2.15 trillion at the end of the September 2016 quarter.

Close correlations of the oil kind

  • 18 August 2016

For multi-asset investment managers, today’s low growth, low yielding environment represents the best of times to demonstrate the power of diversification.

From feast to famine: how emerging markets are creating a global savings shortfall

  • 6 July 2016

When a country’s national savings falls short of its investments, it has to borrow from overseas. The savings feast provided by emerging economies that was one driver of falling interest rates a decade ago has become a famine.

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.

Most viewed in recent weeks

Super changes, the Budget and 2021 versus 2022

Josh Frydenberg's third budget contained changes to superannuation and other rules but their effective date is expected to be 1 July 2022. Take care not to confuse them with changes due on 1 July 2021.

Noel's share winners and loser plus budget reality check

Among the share success stories is a poor personal experience as Telstra's service needs improving. Plus why the new budget announcements on downsizing and buying a home don't deserve the super hype.

Grantham interview on the coming day of reckoning

Jeremy Grantham has seen it all before, with bubbles every 15 years or so. The higher you go, the longer and greater the fall. You can have a high-priced asset or a high-yielding asset, but not both at the same time.

Whoyagonnacall? 10 unspoken risks buying off-the-plan

All new apartment buildings have defects, and inexperienced owners assume someone else will fix them. But developers and builders will not volunteer to spend time and money unless someone fights them. Part 1

Buffett says stock picking is too hard for most investors

Warren Buffett explained why he believes most investors should not pick stocks but simply own an S&P 500 index fund. "There's a lot more to picking stocks than figuring out what’s going to be a wonderful industry."

Should investors brace for uncomfortably high inflation?

The global recession came quickly and deeply but it has given way to a strong rebound. What are the lessons for investors, how should a portfolio change and what role will inflation play?

Sponsors

Alliances

© 2021 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) and Financial Advice Provider Disclosure Statement (NZ). You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.

Website Development by Master Publisher.