Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / Sponsors / UBS

UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Centre and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. UBS’s strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.

UBS is present in all major financial centres worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

See www.ubs.com

 

Latest sponsor articles

Why tech companies trade at a premium

When Australian companies are marked against their role in tech disruption, stock market returns are higher for companies with higher tech disruption scores. They also benefit when valued using low interest rates.

Are bond yields lower forever or is the Big Bang coming?

The signs are that bond yields could stay low for a long time. This has important implications for future returns, but are we heading for the Big Bang, the Big Crunch or the Steady State?

Four guiding principles to position for the rebound

Too many investors are lumping all companies together in the current crisis, but some businesses will emerge in good shape with recovering revenues, while others are disadvantaged permanently.

Together in isolation, four steps in a strange new world

Free spending by governments risks unsustainably higher debt levels, as deficits matter and must be paid for. Here are four steps investors should consider as previous techniques may not work.

The biggest change in markets in a generation

Global indexes are undergoing a fundamental shift, forcing investors to revise their allocations. There has never been a change of this size, coinciding with China's rise as an economic power. 

Summer Series Guest Editor, Bryce Doherty

Guest Editor, Bryce Doherty, sees financial literacy as a pillar on which Australians prepare for the future, and he highlights five articles which are timeless examples of how to build portfolios for the long term.

What is happening in Australian property?

The property market is far from homogeneous, and investors should consider different impacts on residential, office and retail sectors. Is Myer a bellwether for retail changes?

Listed property report card for August 2017

A quick name-by-name summary from the latest round of A-REIT (listed property) results with most trusts doing well as management teams deliver on their strategies.

Eight key features of successful companies

There's a lot more to identifying great small companies than the financials, and it pays to lift the lid on the underlying characteristics of the best businesses, including the people who run them.

For sale: cheaper apartments

There has been a massive increase in apartment commencement, with 137,000 now under construction. There is doubt whether all buyers will proceed to settlement if prices fall due to oversupply.

Sponsor White Papers

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

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.

  • 29 November 2018

Pension Fund Indicators 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.

  • 27 September 2018

Increasing opportunity: private and listed infrastructure markets

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

  • 29 August 2018

A comprehensive guide to transition to retirement income streams

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.

  • 16 August 2018

Panorama: Opportunities in a maturing cycle

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.

  • 27 July 2018

Will the real fixed income please stand up

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:

  • 21 June 2018

The future of real estate

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.

  • 17 May 2018

2017 State of the Financial Services Industry Report

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.

  • 7 March 2017

FSC/UBS Asset Management SMSF Report

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

  • 25 January 2017

Close correlations of the oil kind

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

  • 18 August 2016

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

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.

  • 6 July 2016

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

The creator of the 4% rule and his own retirement

The 4% withdrawal rate in retirement is an industry standard, a level where a retiree could be confident of not running out of money. Its creator Bill Bengen explains its use in this interview with Michael Kitces.

Welcome to Firstlinks Edition 383

One of the downsides of Donald Trump commanding the headlines is that we skim over other significant issues. For example, few Australians read the China Daily News or coverage of its contents, missing official statements that are terrifying hundreds of Australian producers. China says Australia will 'pay tremendously' for its recent lack of respect.

  • 12 November 2020

Seven items your estate plan may have left out

Most people pay cursory attention to estate planning, limited to a will and maybe a chat with the children. Those who want to make their intentions clearer and easier for others should check these quick tips.

Graeme Shaw on why investing is at a pivotal moment

Company profits have not improved for many years but higher valuations have been driven by falling rates and excess liquidity. Conditions do not suit a value and contrarian manager but here are some opportunities.

Alex Vynokur: ETFs deliver what’s written on the can

Exchange Traded Funds have moved well beyond indexes to a range of sectors, themes, smart beta and active. They are attracting strong flows from both experienced investors and newcomers.

11 key findings on retirement dreams during the pandemic

A mid-pandemic survey of over 1,000 people near or in retirement found three in four are not confident how long their money will last. Only 18% felt their money was safe during a strong economic downturn.

Sponsors

Alliances

© 2020 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 class service prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, has been prepared by without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information. 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.