1. Expertises d'investissement
  2. Asset allocation
Menu

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

 

Read the document
Read more

Asset Allocation

August 2018

Download the PDF
Expertise

Investissement responsable

Quand l’investissement responsable crée de la valeur

Regarder la vidéo
Newsroom

Dernières nouvelles de la Banque

Pour ne rien manquer des dernières nouvelles relatives au Groupe

Newsletter

Sign up to receive UBP’s latest news & investment insights directly in your inbox

Click and enter your email address to subscribe