Navigating the risks and opportunities for global markets in 2018
Some of the biggest risks to market performance in 2018 are accelerating inflation and more aggressive monetary tightening, increased protectionism, and a sharp economic slowdown in China. In the first few months of the year, there have been developments related to these risks, with rising US Treasury yields and trade tensions with China contributing to unsettled markets.
On May 2, join UBS Asset Management's Erin Browne, Head of Asset Allocation Investment Solutions, and Geoffrey Wong, Head of Emerging Markets and Asia-Pacific Equities, for a special webinar where they will discuss their current outlook for markets and asset allocation in the coming months.
On May 2, join UBS Asset Management's Erin Browne, Head of Asset Allocation Investment Solutions, and Geoffrey Wong, Head of Emerging Markets and Asia-Pacific Equities, for a special webinar where they will discuss their current outlook for markets and asset allocation in the coming months.
Recorded
May 2 2018
51 mins
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Presented by
UBS Asset Management
UBS Asset Management
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Foundations for the Future: Outlook for Infrastructure Recorded: Jul 16 2019 52 mins
Declan O'Brien, UBS Asset Management | Michael Kearney, Aberdeen Standard Investments | Rick Walters, GRESBInfrastructure drives productivity growth, and is, therefore, a critical element of a functioning economy. With the need for infrastructure running into the trillions over the next two decades - what projects should those funds be targeted to generate the best outcome? What what does that outcome look like?
This webinar brings together the brightest minds in the industry to discuss:
The Infrastructure Gap - what it looks like and how to close it.
Implications of new renewable energy advancements and 5G, and robotics
China 2025 and the Belt & Road Initiative.
Rick Walters, Infrastructure Director, GRESB
Jean-Francois Hautemulle, Principal, Terres Neuves Consulting
Declan O'Brien, Senior Analyst - Research & Strategy EMEA Infrastructure, UBS Asset Management
Michael Kearney, Senior Investment Director - Economic Infrastructure, Aberdeen Standard Investments -
How US public policy is impacting portfolios Recorded: Jun 26 2019 60 mins
UBS Asset ManagementAs trade tensions continue between the US and its major partners, investors have expressed concern about how trade 'wars' and tariffs may impact their portfolios. What impact could US policy have on global markets, and in particular on emerging market portfolios?
Hear from UBS experts during this webinar as they share diverse perspectives on public policy, and provide analysis on market environments and asset class attractiveness.
Presenters:
John Savercool, Senior Lobbyist, Head of US Office of Public Policy
Evan Brown, Head of Macro Asset Allocation Strategy
Please note the views and commentary discussed during today’s webinar are subject to change without notice and do not constitute a recommendation to invest in any product or service. -
Real Estate Summary – Edition 2, 2019 Recorded: Jun 16 2019 4 mins
Paul GuestHealthy demand, capital flows cracked…find out how the US fared -
Opportunities and risks in a rapidly evolving energy landscape Recorded: May 20 2019 4 mins
Alex LeungThis video takes a closer look at the complexities of the global energy sector, and how infrastructure investors must learn to navigate the rapidly changing landscape in order to capitalize on the new opportunities. -
Climate Risk 2019: Global Capital Markets and Public Policy Options Recorded: Apr 16 2019 60 mins
Paul Ellis, Lisa Woll, Jeff Gitterman, Claudine Schneider, Francis CondonDuring the past 40 years Climate Science has accurately predicted rising sea levels, more rapid temperature rise at the poles and hurricanes and typhoons occuring at higher latitudes.
From 1998 to 2017 the global economic cost of climate-related disasters skyrocketed 151% over the previous 20 year period to $2.25 trillion.
Join our expert panelists for a discussion about future climate risk assessment options for companies, investors, financial advisors and policymakers.
Panellists
Jeff Gitterman, Co-founding Partner, Gitterman Wealth Management
Lisa Woll, CEO, US SIF, The Forum for Sustainable and Responsible Investment
Claudine Schneider, Founding President & former U.S. Congresswoman, Solar Alliance
Francis Condon, Executive Director - Sustainable & Impact Investing, UBS Asset Management
Moderated by Paul Ellis -
Eurozone Real Estate Outlook – De-risking in a slower growth environment Recorded: Apr 3 2019 5 mins
Gunnar Herm, Head of Real Estate Research & Strategy EuropeThe outlook for All Property in 2019 remains broadly unchanged compared to six months ago, largely due to an upgrade in the industrial sector and slight decrease in retail where investor and occupational demand remains strong. Annual All Property total returns for the year now stand at 6.5%. Although, total returns were downgraded in the retail sector as structural headwinds start to bite. -
Real Estate & Private Markets - Recorded: Apr 3 2019 6 mins
UBS Asset ManagementResponsible ownership and operation is integral to how UBS Asset Management’s Real Estate & Private Markets business actively manages real estate investments. -
What to expect in China in 2019 Recorded: Mar 27 2019 1 min
Hayden Briscoe, Head of Asia Pacific Fixed IncomeHayden Briscoe, Head of Asia Pacific Fixed Income, expects a different kind of recovery in China in 2019. -
Emerging Markets - A five year view Recorded: Mar 27 2019 2 mins
Geoffrey Wong, Head of Emerging Markets and Asia Pacific EquitiesGeoffrey Wong, Head of Emerging Markets and Asia Pacific Equities, looks ahead to emerging markets investment opportunities in the next five years. -
The outlook for China Recorded: Mar 25 2019 1 min
Bin Shi, Head of China EquitiesBin Shi, Head of China Equities, explains what to expect in China's stock markets in 2019. -
UBS Asset Management: Real Estate Summary, Edition 1, 2019 Recorded: Mar 25 2019 5 mins
Zachary Gauge & Paul GuestThe enduring appeal of private equity real estate was reinforced by the volatility in more liquid assets at the end of 2018. This popularity was reflected in last year's investment volumes as well as 2019's first investor intention surveys. Fundamentals are broadly healthy, but the pace of price growth has slowed and the focus is now on the value of income -
Infrastructure Outlook: Top trends in 2019 Recorded: Mar 18 2019 6 mins
Declan O'BrienMerchant power risk, data infrastructure investments and politics are just some of key themes we expect to impact infrastructure investments this year. For more insights, read the accompanying outlook paper. -
International Women's Day - 2019 Recorded: Mar 15 2019 5 mins
UBS Asset ManagementIn celebration of International Women's Day, our senior women told us what the day means for them and offered some insightful tips on how women can progress in the workplace. -
International Women's Day - 2019 Recorded: Mar 12 2019 2 mins
Charlotte BaenningerIn celebration of International Women's Day, Charlotte Baenninger, who was named one of the most influential women in European finance by Financial News, talks about where to find opportunities in fixed income. -
International Women's Day - 2019 Recorded: Mar 8 2019 2 mins
Suni HarfordIn what looks set to be a difficult economic environment in 2019, we ask Suni Harford, Head of Investments, UBS Asset Management, where investors can find value in equity markets in the year ahead. -
Greater China Conference 2019 Recorded: Jan 29 2019 57 mins
Rene Buehlmann, Bin Shi, Hayden BriscoeAlpha opportunities, prospects for China high-yield bonds, and the impact of technology on investment horizons in China were just three of many subjects covered by Bin Shi, Hayden Briscoe, and Rene Buehlmann at the recent Greater China Conference (GCC) held between January 7th and 8th in Shanghai.
Following the success of the presentations and to communicate our wide-ranging insights on China to prepare you for the coming year, our experts will discuss the highlights and key takeaways from GCC in an upcoming webinar and engage in a lengthy Q&A session with you to go into the details behind their outlooks. -
The infrastructure equity cycle: where are we now? Recorded: Dec 6 2018 53 mins
UBS Asset ManagementAre you invested in or considering infrastructure equity as an asset class? The attractiveness of infrastructure has been driven by strong returns in a low-yielding environment.
Sentiment for the asset class is at record highs, yet markets face headwinds with the ongoing withdrawal of quantitative easing and rising rates. This begs the question, where are we now in the infrastructure equity cycle?
Presenters
Declan O'Brien, Infrastructure Senior Analyst, Research & Strategy;
Bronte Somes, Head of Infrastructure Equity EMEA;
Perry Offutt, Head of Infrastructure Americas,
will discuss:
• The evolution of the asset class in investment style, valuations and correlation with other markets; and
• Our insights into where we are in the infrastructure equity cycle -
The infrastructure equity cycle: where are we now? Recorded: Oct 18 2018 57 mins
UBS Asset ManagementAre you invested in or considering infrastructure equity as an asset class? The attractiveness of infrastructure has been driven by strong returns in a low-yielding environment.
Sentiment for the asset class is at record highs, yet markets face headwinds with the ongoing withdrawal of quantitative easing and rising rates. This begs the question, where are we now in the infrastructure equity cycle?
Presenters
Declan O'Brien, Infrastructure Senior Analyst, Research & Strategy;
Bronte Somes, Head of Infrastructure Equity EMEA;
Perry Offutt, Head of Infrastructure Americas,
will discuss:
• The evolution of the asset class in investment style, valuations and correlation with other markets; and
• Our insights into where we are in the infrastructure equity cycle -
Do we have a deal? A pulse check on M&A activity Recorded: Sep 5 2018 50 mins
UBS Asset ManagementAfter hitting a record high in 1Q 2018, merger activity across the world continues on a frenzied pace, putting 2018 in a position to be a strong year for deal making. Wide spread levels driven by market volatility often creates greater investment opportunities for active managers in this space. As a result, the merger arbitrage strategy has become a greater focus for investors today.
On September 5, please join host John Krieg, Head of Institutional Client Coverage, Americas, and presenter Jay Raffaldini, Regional Head Americas, Hedge Fund Product Specialists for a live webinar where they will discuss:
• The current merger arbitrage environment
• Insights on the opportunities and risks in merger arbitrage investing
• How we construct our portfolio, and incorporate current trends -
Uncovering the hidden gems in non-Asia EM investing Recorded: May 15 2018 61 mins
UBS Asset ManagementChina has dominated discussions about investing in emerging markets over the past couple of years. While important to the future of emerging market investing, China alone is not the only reason. Opportunities emanate from a broad range of countries and sectors.
On May 15, join UBS Asset Management's Barry Gill, Head of Active Equities, and Emerging Markets Equities Portfolio Managers, Urs Antonioli and Gabriel Csendes, for a live webinar where they will discuss:
• Why emerging markets remain attractive and are outperforming developed markets
• Geopolitical and macroeconomic risks
• Global issues affecting key emerging market countries, and opportunities for institutional investors in Russia, Brazil, Mexico and Central Europe
UBS AM
UBS Asset Management is a large-scale asset manager, with a presence in 23 countries. We offer investment capabilities and investment styles across all major traditional and alternative asset classes as well as platform solutions and advisory support, to institutions, wholesale intermediaries and wealth management clients.
We take a connected approach to find the answers to our clients' investment challenges. Our global capabilities include equity, fixed income, currency, hedge funds, real estate, infrastructure and private equity investment capabilities that can also be combined into customized solutions and multi asset strategies. Complementing our investment offering, we provide professional white labelling services including fund set-up, accounting, asset valuation, NAV calculation and reporting elements for traditional and alternative funds.
Invested assets totaled USD 781 (EUR 682 billion, GBP 612 billion, CHF 768 billion) as of 31 December 2018. We are a leading fund house in Europe, the largest mutual fund manager in Switzerland , Europe's third largest money manager and the top foreign firm in China . We also have a fast-growing and sizeable passive offering, being among the top 10 firms globally and second largest Europe-based passive player as well as fourth largest ETF provider in Europe , innovating in areas such as smart beta and alternative indices.
We are a truly global firm with principal offices in Chicago, Frankfurt, Hartford, Hong Kong, London, New York, Singapore, Sydney, Tokyo and Zurich.
We take a connected approach to find the answers to our clients' investment challenges. Our global capabilities include equity, fixed income, currency, hedge funds, real estate, infrastructure and private equity investment capabilities that can also be combined into customized solutions and multi asset strategies. Complementing our investment offering, we provide professional white labelling services including fund set-up, accounting, asset valuation, NAV calculation and reporting elements for traditional and alternative funds.
Invested assets totaled USD 781 (EUR 682 billion, GBP 612 billion, CHF 768 billion) as of 31 December 2018. We are a leading fund house in Europe, the largest mutual fund manager in Switzerland , Europe's third largest money manager and the top foreign firm in China . We also have a fast-growing and sizeable passive offering, being among the top 10 firms globally and second largest Europe-based passive player as well as fourth largest ETF provider in Europe , innovating in areas such as smart beta and alternative indices.
We are a truly global firm with principal offices in Chicago, Frankfurt, Hartford, Hong Kong, London, New York, Singapore, Sydney, Tokyo and Zurich.
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- Title: Navigating the risks and opportunities for global markets in 2018
- Live at: May 2 2018 3:00 pm
- Presented by: UBS Asset Management
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