UBS investment recommendations
February 2011

On this site we provide you monthly investment recommendations and ideas for your portfolio based on current market trends and the macro-economic outlook from Wealth Management Research.

Financial market outlook

Equity and commodity markets took a leap higher into the New Year as economic sentiment improved further. While lingering debt issues in many major economies still hold potential to create a bumpy ride for investors, the direction for markets is expected to be up.

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Overview of asset classes

Overview of asset classesThis chart reflects which asset classes and markets are considered attractive or not attractive, respectively. They reflect the view of UBS WM&SB's Global Investment Commiteee (GIC) and is not research.
Current investment recommendations February 2011
  • High Dividend Yield (Europe)



  • German equities: Strong export and domestic demand



  • Emerging Market Equities
  • Higher yields in Emerging Market currencies



  • High Yield Corporate Bonds



  • Gold: An undersupplied market