UBS: Panorama – Mid-Year 2019: Forces shaping the investment landscape
The start of 2019 has seen a dramatic upswing in global markets despite the lingering threat of a trade war.
25.06.2019 | 12:05 Uhr
With that in mind, investors will need to be as nimble as ever in
responding to a rapidly evolving and interconnected macro and
geopolitical environment.
In our Mid-Year 2019 edition of
Panorama: 'Forces shaping the investment landscape', our investment
experts across the asset classes highlight the key factors driving
markets and identify the main challenges for the remainder of 2019.
This includes:
| ▪ | The US economy's 10-year expansion is not necessarily cause for concern |
| ▪ | Central bank actions to lift inflation could create a new set of global opportunities and some new challenges for active fixed income investors |
| ▪ | We believe active equity managers have an advantage with valuations that are no longer stretched on traditional metrics |
| ▪ | China merits a standalone allocation with economic stabilization likely to drive increased investment there |
| ▪ | Current favorable economic conditions indicate that investor demand for real assets will continue to strengthen |
With insights across both traditional and
alternative asset classes, we trust you will find our mid-year update
thought-provoking and helpful in meeting the investment challenges that
lie ahead.
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