VideoDeep dive on CLO equity investing
Alyssa Irving, Fixed Income Portfolio Manager, discusses the CLO equity asset class, highlighting its diversification potential, risk-return dynamics, and the crucial role of managers.
White papersLong-term yields at high levels
Government bond yields across major developed economies have risen to levels not seen in years. The move has been accompanied by increased volatility, as markets have become more sensitive to macroeconomic data and policy expectations. US 10-year yields reached their highest level since 2002 before easing, as oil prices fell and following a well-received bond auction.
VideoThe constructive case for active management
What if the investing approaches that defined the last decade are less suited to the next?
White papersIndia’s great transformation continues
India’s economy and financial markets continue to evolve. Government incentives and strategic investment are expanding domestic manufacturing, while rising incomes are shifting spending “from essentials to extras” and “from basic to premium”. Meanwhile, easier access for foreign investors and growing domestic participation are supporting the development of India’s financial markets.
White papersInvesting, reimagined
At UBS’s Unified Global Alternatives (UGA), we cater to growing client demand for multi-alternative solutions. So what are these solutions, and why are they becoming increasingly prominent in client portfolios?
White papersMarkets weigh rising yields and AI exuberance
Market volatility has increased in recent weeks, particularly in bond markets. The MOVE index, a measure of expected volatility in US Treasuries, has been rising significantly, decoupling from the VIX equity volatility indicator in an unusual move. This is significantly different from the March volatility spike that affected both markets at the start of the Iran war.
Asset Manager NewsCoöperatie VGZ commits €25 Million to Van Lanschot Kempen’s SDG Farmland Fund
Coöperatie VGZ has made an initial commitment of €25 million to Van Lanschot Kempen Investment Management’s Farmland Fund. With this investment, VGZ has chosen a globally diversified farmland strategy that combines regenerative agriculture with portfolio diversification and long-term value creation. The commitment represents VGZ’s inaugural investment into regenerative agriculture as part of its mission to promote biodiversity and healthy food.
WebinarWebinar - Megatrends: From AI to space and beyond
Portfolio managers Mark Casey and Michael Beckwith explore the durable trends shaping the global economy. How sustainable is the AI boom, where are other opportunities emerging, and what could it all mean for positioning investment portfolios?
White papersGlobal Investment Views - October 2026
In September, global bond markets came under pressure amid inflation concerns and hawkish shifts by central banks, while equity markets remained relatively calm, supported by strong economic data and earnings, alongside renewed optimism around AI.
White papersWhere Conviction Meets Selection: Finding Value in a Market of Diverging Real Estate Outcomes
A perspective on why investment selection, not broad sector exposure, may define the next phase of alternative real estate investing.
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