Content (68)
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White papersThe cascade effect of DeepSeek
An examination of DeepSeek’s success and how we believe it energizes Chinese innovation and changes the future of the global AI race
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White papersAI and datacenters: A new source of electricity demand
AI and datacenters are driving a surge in US electricity demand, creating new investment opportunities in the energy sector.
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WebinarWebinar with Bin Shi – From pessimism to prosperity: How to navigate the China equity turnaround
It is a complex moment in the world today, with disruptive forces on many fronts driving rapid market movements. While China’s equity market has always been fast-moving, volatility has been particularly high recently as sentiment turned optimistic seemingly overnight.
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White papersHarnessing climate data: Advancing data analytics to better integrate physical risks and opportunities
Climate change is no longer a distant, theoretical threat. The impacts are already being felt today with severe societal and financial consequences. And while we have seen an improvement in climate-related financial disclosures over the last decade, particularly regarding transition risks, corporate reporting on physical risks, both acute and chronic, remains limited, incomplete and inadequate.
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White papersUnified Global Alternatives – Hedge Fund Bulletin
Monthly Hedge Fund Update – February 2025
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White papersThe bitter squeeze: Orange juice futures collapse under tariff
Much of the focus on potential tariff impacts across commodity markets has rightly focused on a relatively narrow set of major, well-known commodities such as Copper, Steel, Aluminum and even Gold. However, the long shadow of tariff turmoil is cast across many other corners of the market.
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White papersHow to turn Chinese consumption around
What is limiting Chinese spending and what is Beijing doing about it?
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White papersNavigating fixed income in 2025: Key trends and insights
Fixed income presents a complex yet promising outlook for institutional investors. Martin Wiethüchter and Sandro Müller, Fixed Income Investment Specialist Group at UBS Asset Management, examine key developments and trends likely to shape the market in 2025 and beyond.
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White papersThe strategic and tactical case for loans
Floating-rate loans can offer attractive yields, low duration risk, and diversification benefits, making them a compelling option in today’s market
