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Investment-Expertise

Asset Allocation

Asset Allocation

According to the investment outlook, we put together an asset allocation that takes into account the latest macroeconomic updates, specific risk profiles and reference currencies. Our most recent global macroeconomic views, asset-class outlook and asset allocation grids are published on a monthly basis.



Summary

  • GLOBAL TACTICAL ASSET ALLOCATION - Managing risk is key in highly volatile markets
  • UBP ECONOMIC OUTLOOK - Rising disparities and a less synchronised growth cycle
  • UBP ECONOMIC OUTLOOK - US-China trade war: apparent truce and talks for 90 days
  • GLOBAL EQUITIES - Limited scope for a sustained rally
  • GLOBAL BONDS - Taking profits on exposure to the US mortgage market
  • GLOBAL PORTFOLIO POSITIONING - Favour solutions with asymmetric risk-reward profile to direct equities and bonds
  • RECENT PORTFOLIO CHANGES - Replacing direct equities with structured solutions and hedge funds

A desynchronised global growth in 2019

201812_Asset_allocation_charts.jpg

Key convictions

201812_Asset_allocation_key_conv.jpg

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Asset Allocation

December 2018

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Expertise

Investment Outlook 2019

A look back on UBP's Investment Outlook

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News

Letzte Nachrichten der Bank

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