– How a maturing US economic cycle and the prospect of lower returns and higher volatility may affect asset class attractiveness
– How rising US interest rates are changing the game for fixed income investors, and why it may pay to be nimble in the coming months
– Views from UBS’ other investment areas on the outlook for liquid and alternative asset performance
– Views from UBS’ sustainable, systematic and emerging market equities teams
For more views and forecasts, and for previous editions of Panorama including ‘Investing in 2018: Challenge and opportunity ahead’, visit ubs.com/am-insights.
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