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Whitepapers: UBS

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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

24 hot stocks and funds for 2021

Many investors use the new year to review their portfolios, and in this free ebook, two dozen fund managers and product providers give their best ideas for 2021 - some stocks, some funds, some sectors.

Great new ways the Government helps retirees

Last year's retiree checklist of services available was one of our most popular articles. There are some additions for 2021, and while it can take effort to set them up, they can pay off over the long term.

The hazards of asset allocation in a late-stage major bubble

The Grantham article everyone is quoting, in full. "The long, long bull market since 2009 has finally matured into a fully-fledged epic bubble ... this could very well be the most important event of your investing lives."

Four simple strategies deliver long-term investing comfort

A long-time advocate of the merits of generating income by investing in industrial companies rather than bonds or deposits checks his 'mothership' chart for the latest results, and continues to feel vindicated.

Cut it out ... millionaires are not wealthy

The widespread use of 'millionaire' must stop. Inflation means that the basket of goods and services that cost $1 million in 1960 now requires $15 million. Today, millionaires are not wealthy.

Retirement changes everything: a post-retirement investing framework

Categorising post-retirement needs – living, lifestyle, legacy and contingency – creates a framework for retirees. Advisers can translate these needs into investment goals and portfolios.

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