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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.


  • GLOBAL TACTICAL ASSET ALLOCATION - Adding asymmetry to participate in the upside while limiting downside risk
  • UBP ECONOMIC OUTLOOK - Still prevailing positive momentum and easy financial conditions in the US
  • UBP ECONOMIC OUTLOOK - Wages and inflation under the spotlight in several countries
  • GLOBAL EQUITIES - Increasing asymmetric exposures
  • GLOBAL BONDS - Partially taking profits on convertible bonds
  • GLOBAL PORTFOLIO POSITIONING - Favour alternative strategies and capital-protected solutions
  • RECENT PORTFOLIO CHANGES - Replacing direct equity exposure through a partially capital protected structured solution

Key Convictions



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Asset Allocation

October 2018

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