UBS Asset Management

When the top policymakers in the world’s two largest economies are determined to support economic growth, it makes sense to listen. On September 18th the US Federal Reserve (Fed) kicked off its easing cycle with a 50 basis point cut. A week later, China’s Politburo delivered a forceful message that fiscal policy will be engaged to potentially reduce downside risks to growth. While there remain lingering concerns on US labor market momentum and policy implementation in China, we would not underestimate renewed policymaker resolve to cut off the left tail on domestic and effectively global growth. There is further room for markets to potentially price out recession risk across asset classes. Read more in our latest Macro Monthly at https://from.ubs/6044mAqyo #FED #China #ShareUBS

Avoid the venom in bond market tail risks. As inflation falls ever-closer back to targets and central banks move into the policy easing phase, rate-cutting cycles might not all be the same and where market expectations could be frustrated. Careful attention to pricing across markets and a continued focus on liquidity will be essential to navigate the next phase of the bond market. Read the latest edition of Bond Bites for some thought-provoking views on the bond market at https://from.ubs/6044mfWo4 #FixedIncome #bonds #macro #ShareUBS

What impact could recent geopolitical developments have on the outcome of the US elections? Join our LinkedIn Live event on October 16, 2024, to find it out.      Admiral Jonathan W. Greenert, former Chief of Naval Operations in the US Navy (retired) and member of the UBS Americas Advisory Council, and Evan Brown, CFA, UBS AM Head of Multi-Asset Strategy, will discuss this topic and analyze the current global geopolitical situation. #ShareUBS #USElection #Geopolitics

September saw the first Federal Reserve rate cut since July 2019, and it was a notable cut of 50bps. How will this impact equity strategies? Find out in the latest O’Connor Monthly Letter at https://from.ubs/6040mAYm6 #HedgeFunds #Market #Outlook #ShareUBS

Mit thematischen Aktienfonds in langfristige Wachstumsthemen wie Schutz und Sicherheit investieren - Das berühmte Referat von UBS Asset Management zum Thema, jetzt im Podcast. Speaker: Patrick K. https://lnkd.in/dFVwkADj Neue Folgen gibt es jeweils am Dienstag und Donnerstag, überall wo es Podcasts gibt. #Finanzmesse #podcast #Assetmanagement #finance #FINANZ24 Disclaimer: Der Inhalt dieser Folge dient der allgemeinen Information und ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt sich nicht um Anlageberatung.

Companies are made of real people, and successful companies recognize individual strengths and how to hone them. John Popp, Managing Director and Global Head of the Credit Investments Group at UBS Asset Management, knows it's not just about skills and experience, but about the people and connections you make that chart your journey. In this episode of The Ramp Up, your host Brian Bejile connects with John over their shared appreciation for liberal arts education and the structural benefits of CLOs. Listen and subscribe: https://lnkd.in/e8UZg6Jz 

We are thrilled to see Nasreen Kasenally – our Global Chief Operating Officer and UK Chief Executive – selected by Financial News as one of the top 100 Women in Finance 2024. This is thoroughly deserved after many years of contribution to our business and the industry as a whole. She joins an esteemed group of female leaders who continue to inspire change each and every day. Congratulations to everyone selected! #WomenInFinance

Interesting opportunities in European credit currently. Fund manager Zac Swabe reveals his thoughts in this Financial Times article: https://from.ubs/6044m05Ee #FixedIncome #RealEstate #ShareUBS

Chinese policymakers had been reluctant to pull out all the stimulus stops, until now. With a surprise round of easing measures, should Beijing do more? Find out as we do a double take on the various government efforts this year: https://from.ubs/6040m46AC #China #ShareUBS

It pays to listen, but also to look. Below are two key charts from our latest Macro Monthly publication. Take a look – and have a read if you have time: https://from.ubs/6047m0eQ9 #macro #investing #markets #ShareUBS