Sehr geehrte Kunden und Interessenten,

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

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…

Sehr geehrte Kunden und Interessenten,

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

Sehr geehrte Kunden und Interessenten,

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

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…

Sehr geehrte Kunden,
sehr geehrte Interessenten,

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

Thinking long term about surging short term rates

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

Preparing for another round of pent-up demand

Assessing opportunities in China and frameworks for sustainable investing

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

Navigating the return of inflation risk

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

Key macro curves confirm more procyclical strength

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

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

Highlights

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

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…

The…

Are you climate aware?

Ten index investor questions about managing climate risk

Passive equity investors face a variety of options for bringing…

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

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Entdecken Sie die Aktienfondspalette der UBS für Anlagen in China.

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