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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 - Risk management is key in a volatile market environment
  • UBP ECONOMIC OUTLOOK - Still a sustained growth, but rising disparities across regions
  • UBP ECONOMIC OUTLOOK - The economic cycle should remain resilient despite rising risks
  • GLOBAL EQUITIES - Risks continue to rise
  • GLOBAL BONDS - Reducing our underweight in government bonds
  • GLOBAL PORTFOLIO POSITIONING - Alternatives offer more attractive risk-return profile than traditional asset classes
  • RECENT PORTFOLIO CHANGES - Adding government bonds and partially taking profits on energy

Key Convictions

062018_KeyConvictions.jpg

 

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Asset Allocation

June 2018

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