Tech Insights

Gain fresh insights into how technology is shaping ASEAN and private markets.

Chief Investment Office

Investing in digital transformation

Disruption is everywhere. Digital data. Automation and Robotics. Smart mobility. In the investing landscape, the changing face of industries and companies should not be overlooked. Technology, resource constraints and social pressures are all potentially disruptive forces for investors. What’s next, and which trends should investors watch closely?

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Food revolution

With available resources and arable land dwindling, farmers are facing a predicament. Technology holds the key, and investment opportunities are opening up as a result.

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Consumer experience

A structural shift is occurring in consumer behavior, in our view, with spending on experiences increasing. People want to belong to a community and share their experience.

robotic arm fulfilling a technical process

Automation and robotics

Smart automation will power the fourth industrial revolution, combining the innovation in industrial and IT processes.

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Digital data

Rising urbanization and population growth with increasing devices per capita should continue to fuel data growth.

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E-commerce

Smartphone penetration has dissolved boundaries of time and place, enabling consumers to buy products whenever and wherever they want.

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Enabling technology

Tech devices and advances have disrupted every aspect of our lives, and spending on the underlying enabling technologies.

paying with mobile device

Fintech

The global fintech industry is at an inflection point and set to drive a major digital transformation in the financial services industry.

electric car charging

Smart mobility

Global urbanization will call for structural changes in technology that will alter the way we “consume” mobility in the coming decades.

DNA code

Genetic therapies

Genetic therapies use genes and cells to treat serious diseases. Replacing defective DNA can remove the cause of an illness and restore health.

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HealthTech

An aging population is putting more pressure on healthcare budgets, spurring healthcare providers to explore adopting new technologies.

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Medical devices

An aging population and growth of the over 65 year age group will create more opportunities for companies selling medical devices.

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Oncology

Advances in cancer therapeutics will create new multi-billion dollar opportunities for successful drugs.

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Emerging market healthcare

An aging EM population will require public healthcare investment in EM to grow sharply to prevent an impending healthcare crisis.

Head over to CIO to access the latest views and financial market coverage.

ASEAN and beyond

Fresh perspectives on the region

Our investment specialists are present around the world in 11 key financials hubs. This coverage enables us to be locally active but still deliver a consistent globally connected investment view. Gain insights and financial research into South-East Asia with our regional outlook.

Tech Disruption: ASEAN’s new economy

Discover the digital transformation journey and the technological growth of the ASEAN’s economy

What is the future for Industry 4.0 in the post COVID-19 world?

We examine the transformation of the industrials sector in the Forth Industrial Revolution and the related implications for SME entrepreneurs and investors.

Impact of COVID-19 on ASEAN’s new economy

Technological disruption undeterred and a long-lasting shift in consumer behaviour.

Head over to CIO to access the latest views and financial market coverage.

Private Markets

Insights from the ground up

Broaden your knowledge of how private markets have developed over the years. For upcoming entrepreneurs, get inspired on how you can maximise your entrepreneurial journey to its fullest potential.

Investing in private markets

Explore how private markets can help investors meet their long-term financial goals, the benefits of private markets in the context of financial planning and how to incorporate private markets in the UBS Wealth Way framework.

Diversify into private markets

Lower returns on traditional investments mean that alternative assets such as private markets could be an opportunity.

Executives & Entrepreneurs

Tailored research, insights and guides for established and aspiring executives and entrepreneurs. Discover emerging trends and explore how to tackle business challenges and major investment-related decisions to protect and grow your wealth.

Head over to CIO to access the latest views and financial market coverage.

Global Research

Discover the breadth, depth and originality from our award-winning economists, strategists and analysts.

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Technology Smart wireless earphones: the next device to reach annual sales of 1bn units?

Can smart wireless earphones + voice-enabled AI reshape human-machine interaction and daily life? We analyze the technology and its application potential.

Software Hey, Where’s My Digital Acceleration?

What happened to the digital acceleration spending wave that investors anticipated following the start of the COVID crisis? Our UBS Research analysts spoke to several F500 IT executives. Find out what they had to say.

Energy Q-Series Blue Hydrogen: Will it lead the industrial decarbonization transition?

Blue & green hydrogen can help decarbonize the world’s economy. With supportive regulatory framework & lower costs, low-carbon hydrogen could represent 10% of global energy consumption by 2050.

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Quantitative Carbon investing: does a lower carbon intensity portfolio sacrifice return

Low carbon intensity firms have outperformed. Why? Because of increasing interest in carbon investing, greater firm efficiency and increasing carbon taxes.

Chemicals Future of Food Redux: Has COVID-19 stunted plant-based protein adoption?

Our analysis shows category momentum remains strong; with taste the key inhibitor of broader-based adoption; a key opportunity for Ingredients companies.

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Sustainability A $2.5trn industry at risk? What if consumers stop buying disposable clothes?

Awareness of fast fashion’s significant environmental impact is growing. 22 UBS analysts review investment implications of consumers buying fewer items.

Chemicals How to think about ESG influences on the Chemicals sector

ESG is omnipresent across the Sx4P. First-mover advantage was rewarded in the 2010s; this decade will be more ‘competitive’.

Energy How will $140tn of investment be allocated across the energy supply chain?

How much investment will be needed to deliver the energy transition and how will that change over time? Over 20 UBS analysts collaborated to find the answers.

Heavy Machinery Q-Series: EVs Shifting into Overdrive: could zero-emission trucks disrupt a $1.5T market?

Emissions regulations & technology innovations are bringing disruption to the global truck market. We expect zero emission vehicles to eventually displace the internal combustion engine.

Food Retailers and Wholesalers Global Online Food Delivery: Looking beyond stay at home – delivering growth and profits

With new deep dive into the total available market/Unit Economics leveraging 13 UBS Evidence Lab datasets and a global coverage we discuss why we are positive on the sector.

Autos The electric vehicle revolution is shifting into overdrive

With the race to capture the EV market accelerating, UBS Global Research engaged with UBS Evidence Lab once again, and tore down the Volkswagen ID.3, digging deeper to gather new data and answer pivotal questions

Industrial Air and train: An accelerated path to carbon neutrality?

2020-21 mobility challenges accelerate the need to decarbonise transport to regain the support of consumers, corporates and governments. But how fast?

Internet, Technology Q-Series: the next two billion in India and ASEAN are going digital – Who wins?

Two billion people in India and ASEAN have evolved from using to transacting on Internet due to COVID-19. How this will evolve, who will win, who stands to lose?

Diversified Technology Services Accelerating digitalization – still on the highway to cloud heaven?

We revisit key scenarios and conclusions from our Q-Series report "How will the COVID-19 disruption shape enterprise usage of software & services?".

Electric Utilities Rising pressure on fossil finance to bring a strong new leg to the climate theme

Last year we saw a new focus on climate goals from the oil sector. Could we see the same this year from the banks? Our 2021 outlook considers the implications

Technology Diving into the hype: is 5G really accretive to smartphone demand?

5G was heralded as a 'technology revolution' – is this warranted? We go deep into smartphone technology, costs, and customer aspirations in order to find out.

Head over to Investment Bank Research Focus to access the latest thematic research


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