UBS global outlook

UBS global outlook 2008
UBS global outlook 2007
UBS global outlook 2006
UBS global outlook 2005

UBS global outlook 2008: equities poised to perform well amid solid economic growth

(12.12.2007 / Wealth Management Research)

According to Wealth Management Research (WMR), overall investment returns will likely be more moderate next year, however, equities will hold up well in 2008.

WMR published its key investment views for 2008 today. According to the UBS global outlook, overall investment returns will likely be more moderate amid choppy financial market conditions, slowing economic growth, and a deceleration in corporate profits.

Nevertheless, a solid global economic expansion combined with compelling valuations suggests that equities will hold up well during 2008. The report highlights that equity markets are poised to outperform during 2008 as economic growth concerns recede. The area with the best potential is large-cap developed equities. Government bonds will likely struggle to outperform money markets during 2008 amid higher inflation expectations. Corporate bonds offer better value following a recent surge in credit spreads. Slower growth will continue to pressure listed real estate in the US and Europe, and certain commodity prices may experience temporary weakness. The report also emphasizes that Asian currencies will likely appreciate, while Euro strength may recede.

UBS global outlook 2007

(04.12.2006 / UBS Wealth Management Research )

The study by UBS Wealth Management Research addresses the global economic prospects for 2007. The slowdown in the US economy will cast its shadow. Other regions of the world also demonstrate lower growth prospects than they did in 2006. The study discusses the possible effects the US slowdown will have on financial markets and points out the opportunities and risks for different asset classes and markets in 2007.

UBS global outlook 2006

(04.12.2005 / UBS Wealth Management Research)

The UBS global outlook includes detailed analyses and forecasts for the global economy and for various types of investments. The risks on the financial markets will probably remain calculable in 2006. We expect bonds to offer slightly below-average returns. On the other hand, equity market valuations indicate that an acceptable year can be expected for equities on average, with mostly single-digit returns.

UBS global outlook 2005

(05.01.2005 / UBS Wealth Management Research)

The UBS global outlook includes detailed analyses and forecasts for the global economy and for various types of investments. The risks on the financial markets will probably remain calculable in 2006. We expect bonds to offer slightly below-average returns. On the other hand, equity market valuations indicate that an acceptable year can be expected for equities on average, with mostly single-digit returns.