Growing demand for infrastructure assets from the private market supports values while highlighting the discount in listed markets.
UBS looks at the investment choices available to super funds, especially with a pension focus. Compared to pension systems worldwide, we have a lot to be grateful for in our own superannuation system.
Investors seeking long-term, stable returns from infrastructure assets are leading the transformation in the ownership of the world’s infrastructure.
In this mid-year review, UBS senior asset class and allocation experts assess the potential challenges and opportunities for investors.
As we emerge from low interest rates and witness the turn in the global interest rate cycle, it’s important to remember the key role fixed income plays and understand the essential qualities of a ‘real’ fixed income portfolio.
Innovation has had a profound impact on the world and investment markets. Businesses must evolve and so too do the real estate and infrastructure sectors. With so many advances, what does the future look like?
As Australia’s largest industry – larger than mining, manufacturing and construction – financial services has a critical role to play in our future employment and economic growth.
This important study, commissioned by the Financial Services Council and UBS Asset Management, is now in its second year of profiling and explores the views of 601 Australians with SMSFs.
This paper examines the relationship between oil and equities, and oil and the US dollar, and how it has changed in the past few years and ways this can benefit portfolio construction.
When a country’s national savings falls short of its investments, it has to borrow from overseas. The savings feast provided by emerging economies a decade ago has become a famine.
Following the RBA cash rate cut, there’s more upside for income-producing assets like listed property in the face of ‘even lower for even longer’.