Tag: UBS

Manager Selection July 28, 2020

Maryland State Pension Receives $405,000 in LIBOR Restitution from UBS

The payout settles charges that the Swiss bank manipulated interest rate benchmark during the 2008 financial crisis.

Asset Allocation June 15, 2020

The Dollar Will Keep Falling, UBS Predicts

Falling rates, political tensions, and less virus fear are the reasons, the Swiss bank’s CIO says.

News February 11, 2020

Chinese Family Offices Return 11% in 2019

Private equity is the top performer, while fixed income is the largest allocation.

Research September 25, 2019

If the Rich Think a Recession Is Coming …

UBS survey of family offices says a majority foresee an economic slump in 2020.

Corporate Moves October 11, 2018

Karianne Bail-Lancee Leaving Unilever for UBS

The firm’s former senior pensions and sustainability manager looks forward to the chance to enhance her “'personal impact' toward sustainable development."

Market Moves April 23, 2018

China’s Fund Industry Forecast to Quintuple by 2025

UBS said it expects Chinese mutual fund assets to reach nearly $7.5 trillion.

Research December 28, 2017

UBS: Equities Still Attractive, but Won’t be as Strong in 2018

Europe seeing recovery, while China presents risk, opportunity.

Asset Allocation June 19, 2017

Amazon’s Whole Foods Purchase Sends Worldwide Retail Stock Shock

Acquisition shows value of brink-and-mortar establishments for food purchases, UBS says.

Industry White Papers

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.

The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.