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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 - Tactically cautious at year-end
  • UBP ECONOMIC OUTLOOK - Higher cyclical growth in developed countries at year-end
  • UBP ECONOMIC OUTLOOK - More budgetary support in sight, but less accommodative monetary policy
  • GLOBAL EQUITIES - Preference for Japanese equities underpinned by strong earnings momentum
  • GLOBAL BONDS - We maintain a prudent approach to fixed income
  • GLOBAL PORTFOLIO POSITIONING - Reducing risk in credit and equities
  • RECENT PORTFOLIO CHANGES - Profit-taking after a year of strong performance; reducing risk towards year-end
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Asset Allocation

December 2017

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