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FinWatcher in brief


       Posted on December 10th, 2012

Outlook quarterly US real estate market

Despite remaining economic pressures, both internal and external, some national uncertainty has been resolved with the election. Continued slow US economic growth remains a driver for commercial real estate demand.

Source: UBS


       Posted on December 5th, 2012

Real estate – Investing in 2013

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

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

Evolution of the asset manager

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

Better income – How multi-asset portfolios seek to provide stable income, preserve capital and protect against inflation

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 [...]


5 pages