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

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

11 lessons from my lousy $50K profit on Afterpay

Afterpay listed at $1 in 2016 and traded recently at $70. How should an investor treat a small holding in a 70-bagger when each new level defies the experts? Should true believers let the profits run?

How much bigger can the virus bubble get?

Stocks have rallied hard creating a virus bubble, but will this run for years or collapse in a matter of months? The market is giving a second chance to leave so head for the exit before there's a rush.

Share trading is the new addiction

The ability to buy and sell cheaply and quickly in small parcels is both the biggest drawback and benefit of shares. But it encourages people who should not go near the market to use it as a casino.

What is happening with SMSFs? Part 1

Taking a realistic view of the median ‘operating expense’ of an SMSF shows they cost less to run than previously claimed. Look at this granular breakdown and see how the costs of running your SMSF compare.

New ways for listed funds to fix their price discounts

Running a fund should not become a gravy train for boards and investment managers. It is time to address the persistent discounts to NTA on LICs, and there is one especially exciting new structure.

Howard Marks' anatomy of an unexpected rally

Markets can swing quickly from optimism to pessimism, and while there are more positives now than in the bleak early days in March, the market is ignoring many negatives. Risk is not rewarded at these levels.

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.