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Macro Perspectives
Get the latest macro perspectives from UBS Global Asset Management covering our insights on the current economic and market environment.
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| 7 October 2009 - The ABCs of Us, Vs and Ws |
While the next six months or so should offer relatively safe sailing, the outlook beyond that is quite uncertain. Curt Custard discusses three possible scenarios: a U-shaped recovery, a V-shaped recovery or a W-shaped ('double-dip') and gives a view on the most likely outcome. Read the paper: |
| 3 June 2009 - 'Property is Theft' - Identifying the key long-term secular trends |
In the second paper in his 'Macro Perspectives' series, Curt Custard turns his attention to the long-term trends that he believes will develop as we emerge from the current crisis and concludes that the next 10 to 15 years won't look like the recent past. Read the paper: |
| 29 January 2009 - 'The Obama Bump' |
Curt Custard reflects on 2008 and the outlook for 2009 as President Obama's stimulus package makes its way through the US Congress. Can the appetite for 'hope' and 'change' be met? Read the paper: |
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