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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.


  • GLOBAL TACTICAL ASSET ALLOCATION - Stay asymmetric to participate upside while limiting downside risk
  • UBP ECONOMIC OUTLOOK - Rising disparities and less synchronized growth cycle
  • UBP ECONOMIC OUTLOOK - Budgetary policy on the ease in China and the US
  • GLOBAL EQUITIES - More constructive short-term outlook
  • GLOBAL BONDS - Reducing further the duration in non-USD portfolios
  • GLOBAL PORTFOLIO POSITIONING - Hedge funds and capital-protected equity exposure remains valuable
  • RECENT PORTFOLIO CHANGES - Rotating direct equity exposure into hedge funds

Key Convictions



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Asset Allocation

November 2018

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