Forces shaping the investment landscape

In the introduction to this edition of Panorama, Suni Harford, Head of Investments, says that despite tailwinds currently supporting markets, she continues to believe investors will need to work harder for risk-adjusted returns than they have done for the majority of the post-financial crisis period.

Evan Brown, Head of Macro Asset Allocation Strategy, and Ryan Primmer, Head of Investment Solutions, explain why they expect global growth to be steady, but not spectacular, in coming months. In an accompanying video, Evan assesses the key factors that will affect returns and explains which asset classes are poised to outperform.

Joe Azelby, the newly appointed Head of Real Estate & Private Markets, answers the five investor questions he hears most often about real assets, and explains why he likes to remind them that global investors should always have a local focus when it comes to real assets.

Charlotte Baenninger, Head of Fixed Income, expects carry to continue to generate positive contributions to total returns for the remainder of 2019. But downside risks remain.

Barry Gill, Head of Active Equities, explains why the US economy's 10-year expansion is not necessarily cause for concern. It all comes back to growth.

Geoffrey Wong, Head of Emerging Markets and Asia Pacific Equities, explains an often overlooked factor for emerging market growth over the coming years: their demographic profiles.

If markets become more volatile in coming quarters, will factor investing perform as expected? We look at how various factors may perform in more volatile markets.

Chris Bae, Head of FICC and Trading, UBS Hedge Fund Solutions, dives into the positioning of hedge funds in the current market environment with a look towards future conditions. He believes hedge funds will provide a balanced and forward looking option for portfolios.

Kevin Russell, Chief Investment Officer, UBS O'Connor, addresses investor fears due to market uncertainty caused by Federal Reserve and China trade policies. He provides his outlook on strategies amongst elevated levels of volatility and the current risk environment.