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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.



Summary

  • GLOBAL TACTICAL ASSET ALLOCATION - Stay cautious in short term ahead of expected opportunities in the autumn
  • UBP ECONOMIC OUTLOOK - The economic cycle should develop further, despite remaining risks
  • UBP ECONOMIC OUTLOOK - Trade war risks remain in place as negotiations make slow progress
  • GLOBAL EQUITIES - Looking for more attractive entry points in the coming months
  • GLOBAL BONDS - Reducing investment grade credit
  • GLOBAL PORTFOLIO POSITIONING - Alternatives offer more attractive risk-return profile than traditional asset classes
  • RECENT PORTFOLIO CHANGES - Adding short maturity government bonds and un-hedging Swiss francs

Key Convictions

KeyConviction_201808.jpg

 

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Asset Allocation

August 2018

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