Panorama: Opportunities in a maturing cycle

In this July 2018 edition of Panorama, UBS senior asset class and allocation experts assess the potential challenges and opportunities for investors over coming months. It explores:

– 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.

 

(Click on the cover page image for the full document).

 

Sponsor White Papers (click here to see all previous papers)

Wikipedia defines a White Paper as “an authoritative report or guide informing in a concise manner about a complex issue and presenting the issuing body’s philosophy on the matter. It is meant to help readers understand an issue, solve a problem, or make a decision.”

Print Friendly, PDF & Email
No comments yet.

Leave a Comment:

This site uses Akismet to reduce spam. Learn how your comment data is processed.