The Investment Outlook 2020 roadshow toured in UBP’s key locations across Europe between 21 November and 5 December 2019, and is continuing in Europe, in the Middle East, and in Asia until February 2020. The conferences feature presentations by Co-CEO of Asset Management & Group CIO Michaël Lok, CIO of Wealth Management Norman Villamin, Chief Economist Patrice Gautry, and several other experts. To complement the roadshow discussions, we have also produced a brochure detailing the topics covered.
UBP Investment Outlook 2020 in a nutshell
Following the shock caused by near-20% declines during the fourth quarter of 2018, global equity markets rebounded strongly in early 2019 as the US Federal Reserve brought its rate hikes to an end in the first quarter before shifting to outright easing later in the year. The desynchronisation of economies and the increase in trade tensions that we predicted in 2018 materialised, and the resulting uncertainty dragged down global growth expectations throughout the year.
Looking ahead to next year, a shift from monetary to fiscal stimulus is set to take place as governments around the world enact new spending programmes, with heightened volatility during the transition, especially in early 2020.
As well as addressing portfolio allocation, covering bonds, equities and gold, as well as sectors to look out for and likely movements on the currency markets, the speakers also cover major geopolitical influences including China’s transition, the trade war, the US elections, and Brexit, and puts the spotlight on the global emergence of ESG criteria in sustainable investments, and impact investing.
Dive into the brochure for much more details and insight.
The Investment Outlook 2020 roadshow has toured Geneva, Zurich, Paris, Milan, Basel, Monaco, London, Shanghai, Taipei, Hong Kong, Lausanne, Lugano, Dubai, and Lisbon where the audience was able to meet with our experts.
Eleanor Taylor Jolidon