Navigating the risks and opportunities for global markets in 2018

In 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.

In 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.

In 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.

Are 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

After 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

China 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

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.

As we enter 2018, continued global growth coupled with persistently low yields has many institutional investors looking for ways to diversify their portfolios with alternatives.

On March 1st, 2018, please join host Suni Harford, Head of Investments at UBS Asset Management, and speakers Bruce Amlicke, CIO of UBS Hedge Fund Solutions and Head of Multi-Manager, and Paul Guest, Senior Real Estate Strategist, as they identify pockets of opportunity across the alternative spectrum. The discussion will focus on:
•Diversified trading strategies that are effectively providing risk-managed access to active markets
•Tailwinds for real estate in 2018 and the illiquidity premium
•Top questions facing today's institutional investors-- and proposed solutions in a challenging market

Speakers:

Suni P. Harford (host)
Head of Investments, Group Managing Director

Bruce Amlicke (speaker)
Chief Investment Officer UBS Hedge Fund Solutions, and Head of Multi-Manager
Managing Director

Paul Guest (speaker)
Lead Real Estate Strategist, Executive Director