With the main corners of the global markets vulnerable to ongoing uncertainty and deteriorating economic performance, investors continue to seek safety wherever available. The issues that affect real estate today are similar to those in other asset classes: low spreads for quality exposure such as core real estate and high spreads for risk [...]
Posted on November 18th, 2012
Investing in 2013 is UBS flagship annual series surveying the world in the upcoming year for investors, covering both cyclical and long-term themes. This year, topics include the future of the eurozone, new reserve currencies, the bleak outlook for pension plans, the end of the commodities super cycle, and the impact of the [...]
Posted on October 18th, 2012
In this paper Curt Custard, head of Global Investment Solutions (GIS), and Matthew Richards, a GIS strategist, argue that the asset management industry is being reshaped by evolutionary pressures.
They analyse the effects of demographic, economic and industry-specific changes, and set out ways in which asset managers are adapting to a tougher [...]
Posted on September 18th, 2012
The current environment is tricky for income investors, with interest rates close to zero in the US, Japan and the UK. The challenges and opportunities facing income investors are the subject of this paper by strategists Matthew Richards and Daniel Rudis. They argue that, for many income investors, a multi-asset strategy with asset [...]