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Expertise 01.06.2018

Navigating choppy waters

Navigating choppy waters

After strong growth in Q4, activity was relatively weak in Q1, particularly in developed economies. Where is the global economy going in the next quarters?



Key Points

  • The US economy is in relatively better shape than other developed countries.
  • The eurozone is facing more moderate growth than expected, and political worries are coming back.
  • In emerging countries, growth is on trend, but US policy is still a source of uncertainty.
UBP Market Insight
Asset class

Japanese equities

Why the current outlook makes a compelling case for Japanese equities

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