News

Time to trade the growth slowdown

UBS Macro Monthly - June 2022

  • We are optimistic that the US economy is strong enough to weather headwinds and avoid a recession in the next 12…

Chinas volatile Märkte – Opportunitäten erkennen

UBS Onlinepräsentation am 19.05.2022

Sehr geehrte Kunden und Interessenten,

am Donnerstag, den 19.05.2022 um 10:00 Uhr veranstaltet die…

UBS Onlinepräsentation am 27.04.2022

Sehr geehrte Kunden und Interessenten,

am Donnerstag, den 27.04.2022 um 15:00 Uhr veranstaltet die Fondsgesellschaft UBS eine Onlinepräsentation mit…

UBS Macro Quarterly - April 2022

The yield curve: more noise than signal

The spread between two and 10-year Treasury bond yields is not a very effective tool for near-term economic…

UBS Onlinepräsentation - "Investment-Talk" am 17.03.2022

Sehr geehrte Kunden und Interessenten,

am Donnerstag, den 17.03.2022 von 10:00 - 10:45 Uhr veranstaltet die Fondsgesellschaft UBS eine…

UBS Onlinepräsentation - "Investment-Talk" am 17.02.2022

Sehr geehrte Kunden und Interessenten,

am Donnerstag, den 17.02.2022 von 10:00 - 10:45 Uhr veranstaltet die Fondsgesellschaft UBS eine…

UBS Macro Monthly - January 2022

2022: The year of pent-up production

  • In our view, a key theme in 2022 will be production catching up to strong demand.
  • Global manufacturing…

UBS Onlinepräsentation - "Outlook for China in 2022" am 20.01.2022

Sehr geehrte Kunden,
sehr geehrte Interessenten,

am Donnerstag, den 20.01.2022 um 10:00 Uhr veranstaltet die Fondsgesellschaft UBS eine…

UBS - Einladung zur Onlinepräsentation "Investmentausblick 2022" am 12.01.2022

Sehr geehrte Kunden,
sehr geehrte Interessenten,

am Dienstag, den 12.01.2022 um 11:00 Uhr veranstaltet die Fondsgesellschaft UBS eine…

UBS Macro Monthly - November 2021

Thinking long term about surging short term rates

  • The rates market has priced in earlier and sooner central bank rate hikes, but remains…

UBS Macro Monthly - October 2021

Preparing for another round of pent-up demand

  • In our view, global activity is poised to re-accelerate in Q4 from Q3, and remain well above trend in…

UBS Quarterly Investment Forum - 3. Quartal 2021

Assessing opportunities in China and frameworks for sustainable investing

Our focus this quarter was on China’s economic and regulatory policy…

UBS Macro Monthly - May 2021

Navigating the return of inflation risk

For now, the mere re-emergence of inflation risk is the more pressing consideration for investors, not what…

UBS Macro Monthly - March 2021

Key macro curves confirm more procyclical strength

We believe that we have found ample evidence to support our risk-on, procyclical bias and optimism…

UBS Macro Monthly - February 2021

The market will test the Fed. The Fed will win.
 

Highlights

  • In coming months, the market may confuse the Federal Reserve’s increasing bullishness…

UBS Panorama "Investing 2021" vom 26.11.2020

Change? Or more of the same...

Many companies are on their knees, but some parts of the economy have actually never had it better, leading to…

UBS Investing in Climate Aware Solutions vom 18.09.2020

Investing in Climate Aware solutions

Committing to climate change is no longer optional, it is essential.
Become a Climate Aware investor.

The…

UBS "Are you climate aware?" vom 13.08.2020

Are you climate aware?

Ten index investor questions about managing climate risk

Passive equity investors face a variety of options for bringing…

UBS "quantitative investments" Juli 2020

Quantitatively speaking

ESG integration in quantitative investments

Environmental, social and governance (ESG) investing was once a nice-to-have but…

UBS - Becoming climate aware

Mobilizing capital to help meet climate change goals: an investor’s perspective.

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Mit Chinas Wandel wachsen

Entdecken Sie die Aktienfondspalette der UBS für Anlagen in China.

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Pressemitteilung vom 09.09.2019

Fondsmanager-Interview mit Bruno Bertocci, Fondsmanager des UBS Long Term Themes, über demografische Megatrends sowie die Anlagestrategie des UBS Long…