Forward-looking and in-depth insights from our investment teams. We try to identify the themes and dynamics that cut across markets and connect the dots for you.
Our latest insights
- Unified Global Alternatives – Hedge Fund Bulletin
- Real Estate Outlook – Switzerland, Edition 1H26
- Rebounding from a supply shock
- Unified Global Alternatives – Hedge Fund Bulletin
- UK Equities – Beyond the AI turbulence
- EM corporate debt: A misunderstood asset class
- Let your bonds work smarter
- Unified Global Alternatives – Hedge Fund Bulletin
- Flash commentary: Iran
- The power of co-investment
- Housing crisis
- Chinese equities: The next era of growth
- Applying AI in multi-asset investing
- Rebuilding diversification: China, Asia and the next opportunity set
- Positioning for growth
- Stepping up a gear
- When the old rules no longer apply
- Alternative alpha, Edition 2025/26
- Understanding ETF currency hedging
- Unified Global Alternatives – Hedge Fund Bulletin
- Bond Bites
- Adjusting to evolving trends
- Redefining the horizon
- Asian Credit Outlook 2026
- Hard assets, soft power
- Embracing infrastructure opportunities
- Flash commentary: Venezuela
- The great portfolio reset
- Embracing alternatives in a supply-driven world
- When credit demand follows supply
- Is the hedge fund juice still worth the squeeze?
- Transition leads to opportunity in global real estate
- Engineering Alpha at scale
- More growth, less heat
- Unified Global Alternatives – Hedge Fund Bulletin
- Mind the fiduciary gap
- Managed rivalry, emerging opportunity – China’s equity renaissance
- Getting active: The next chapter in European ETFs
- Chinese equities have more room to grow
- Global real estate outlook – Edition 2025/26
- Switzerland real estate outlook – Edition 2025/26
- Swiss real estate security – Edition 2025/26
- Asia Pacific real estate outlook – Edition 2025/26
- US real estate outlook – Edition 2025/26
- Real estate: The Red Thread – Alternatives
- Infrastructure: The Red Thread – Alternatives
- Private equity: The Red Thread – Alternatives
- Private credit: The Red Thread – Alternatives
- Hedge funds: The Red Thread – Alternatives
- Farmland: The Red Thread – Alternatives
- Unified Global Alternatives – Hedge Fund Bulletin
- AI breakthrough in diagnosing heart disease
- Leaning in
- Fundamental investment
- ETF spectrum: Aligning active options
- Swiss precision: Creating clockwork-like index equity portfolios
- Takeaways from the IMF-World Bank Fall 2025 meetings
- Mining in the shadows: cryptojacking exposed
- High-quality income in Switzerland’s zero interest rate environment
- The key to this cycle’s resilience
- Unified Global Alternatives – Hedge Fund Bulletin
- Strategic allocation: EM investment grade hard currency debt
- Another successful year!
- Asia: Reform, innovation and room to run
- Unified Global Alternatives – Hedge Fund Bulletin
- Caffeine Dreams: Drivers Behind Coffee’s Meteoric Rise
- Charting new currents
- Demographic drivers and their investment opportunities
- Emerging markets fixed income
- Private Markets, Edition December 2024
- Real Estate Outlook – Switzerland, Edition 2H25
- Evolution of corporate credit
- Building the future of innovation
- Alternative realities
- Europe Edition
- Drivers behind US cattle herd size stagnation
- Oil and gas
- The Fed: Now and Later
- Unified Global Alternatives – Hedge Fund Bulletin
- A spirited return to Asia and China
- O’Connor Global Multi-Strategy Alpha Monthly Letter
- China Bonds: Diversification potential beyond the Dollar
- A partnership to deliver breadth and depth on India equity
- The Red Thread for alternatives – Edition July/August 2025
- Adapting to uncertainty
- Moment of clarity
- Infrastructure inflows: trickles turn to torrents
- Watching for a renaissance in China equities
- Built for shifting times: SA¹ú¼Ê´«Ä± in a new era
- Soaring to new heights
- Unified Global Alternatives – Hedge Fund Bulletin
- Fields of Dreams: The Growing Disparity Between Yield Forecasts and Reality
- Antifragile?
- Positioning for tomorrow
- O’Connor Global Multi-Strategy Alpha Monthly Letter
- Two paradigms: regulated utilities across the Atlantic
- Why UBS Core Fixed Income ETFs for today’s market?
- ETF securities lending made simple
- UK policy warms on private capital
- The WHO's WHO of Swiss real estate 2025
Explore more Insights
Original articles and videos with expert analysis, views and opinions on a broad range of asset classes and themes.
