UBS Macro Monthly - Dezember 2023

Highlights

• A soft landing for the global economy is our base case.
• The labor market is cooling, but inflation…

UBS (Lux) Equity Fund - Sustainable Health Transformation: Dicht am "Schnittpunkt säkularer Nachfragetreiber"

Aktien der Gesundheitsbranche konnten…

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am Donnerstag, 14.09.2023 veranstaltet die Fondsgesellschaft UBS um 11:00 Uhr eine Onlinepräsentation mit dem…

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am Dienstag, 27.06.2023 veranstaltet die Fondsgesellschaft UBS um 15:00 Uhr eine Onlinepräsentation mit dem…

UBS Macro Monthly - Juni 2023

Highlights

• Negotiations are likely to conclude with a last-minute deal to raise the debt ceiling that increases…

UBS Macro Monthly - Mai 2023

Highlights

• Despite periods of elevated volatility this year, major asset classes remain within the ranges they have…

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am Dienstag, 25.04.2023 veranstaltet die Fondsgesellschaft UBS um 11:00 Uhr eine Onlinepräsentation mit dem…

UBS Macro Monthly - März 2023

Highlights

• China’s reopening is on track, and this remains a key tailwind for the global economy in 2023.
• Recent…

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am Donnerstag, 21.03.2023 veranstaltet die Fondsgesellschaft UBS um 09:30 Uhr eine Onlinepräsentation mit dem…

UBS Macro Monthly - Februar 2023

Highlights

• Financial assets have performed strongly to start the year, reflecting fading investor pessimism on…

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am Donnerstag, 23.02.2023 veranstaltet die Fondsgesellschaft UBS um 09:00 Uhr eine Onlinepräsentation mit dem…

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am Donnerstag, 16.02.2023 veranstaltet die Fondsgesellschaft UBS um 10:00 Uhr eine Onlinepräsentation mit dem…

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am Donnerstag, 12.01.2023 veranstaltet die Fondsgesellschaft UBS um 09:30 Uhr eine Onlinepräsentation mit dem…

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am Dienstag, 06.12.2022 veranstaltet die Fondsgesellschaft UBS um 15:00 Uhr eine Onlinepräsentation mit dem…

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am Montag, den 05.12.2022 veranstaltet die Fondsgesellschaft UBS um 10:00 Uhr eine Onlinepräsentation.

Erlebe…

UBS Macro Monthly - November 2022

Highlights

• 2022 is shaping up to be one of the worst years on record for 60/40 portfolios.
• The silver lining…

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am Donnerstag, den 01.12.2022 von 15:30 Uhr veranstaltet die Fondsgesellschaft UBS eine Onlinepräsentation mit…

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am Donnerstag, den 03.11.2022 um 10:00 Uhr veranstaltet die Fondsgesellschaft UBS eine Onlinepräsentation…

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am Donnerstag, den 20.10.2022 von 10:30 - 11:45 Uhr veranstaltet die Fondsgesellschaft UBS eine…

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am Mittwoch, den 28.09.2022 von 11:00 - 11:45 Uhr veranstaltet die Fondsgesellschaft UBS eine…

UBS Macro Monthly - August 2022

• In our view, the recent advance in global equities is a bear market rally, not the start of a new bull run.
• Earnin…

UBS Macro Monthly - July 2022

• Commodities and commodity-linked equities were among the few standout performers in the first half as inflation…

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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…

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

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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…

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

Aufzeichnung vom 22.03.2017

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Update on the Federal Reserve's December meeting

The statement following the meeting noted that economic activity "has been expanding at a moderate …

Economic Outlook 2017-18

This week, we publish updated economic forecasts for 2016-17 and present our 2018 projections for the first time. After GDP…

Interdependence Day

It has been apparent in recent years that the market is more interested in central banks than economic data. Now it appears to be…

Eventually

Geopolitical events such as the UK referendum on EU membership are troublesome for investors. What is the best way to react? Be brave by…

Grave new world

Do economists have a natural propensity towards optimism? If we look at the weight of forecasts published by the economists of the…

Outside chances

Last Friday's US payroll figures have sent the likelihood of a June rate hike by the Fed pretty well back to zero. But as ever, we…

Stimulating conversation

Somewhat implausibly, Japanese Prime Minister Shinzo Abe used the platform of last week's G7 meeting to declare that the…

Air of mistery

The Federal Reserve is not an advocate of mystery – quite the opposite. Its default position is to reveal all to the market, the only…

Borrowed time

One of the many paradoxes thrown up by the world of ultra-low interest rates is the disinclination to borrow. Why would borrowers,…

"Deferendum"
While many commentators are opining on the likely longterm economic consequences,  should the UK vote to leave the EU on June 23rd,…

In their bid to revive the ailing global economy, the major central banks are on the hunt for a medicine that works. Having explored almost all other…

Print prescription

Increasingly extreme monetary stimulus measures are proving remarkably ineffectual at breaking the economy out of the low growth,…

Profit motivation
The function of profits used to be so simple. In part they were used to reward investors short-term, via dividend pay-outs, but in…

Discounting discounts

In today's global society, the changing seasons might seem almost irrelevant. It is always spring or summer somewhere in the…

Chinese Whispers

The Fed is worrying again about the ongoing deceleration
of China's economy and the possible ramifications of a
hard landing for the…

Chinese Whispers

The Fed is worrying again about the ongoing deceleration of China's economy and the possible ramifications of a hard landing for the…