4. Juli 2019 792 Views

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. 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.


Sustainability: where are we now?

Recent years have seen Sustainable Investing (SI) shift to the mainstream. This growing demand has been fueled by investors seeking to align their investments to their values. Here are some key highlights from our webinar led by Michael Baldinger (Head of Sustainability) and Martijn Oosterwoud (Head of SI Investment Specialists) on 20 June 2019.

Webinar recording


Zurück China setzt sich an die Spitze - Teil II
Nächste UBS Macro Monthly July 2019 | The power of currency