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


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


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