Mid-year outlook: Investing in a new landscape

As we head towards a new normal, how can investors look beyond the downturn to anticipate the shape of the post-COVID-19 recovery?

24 Jun 2020

Panorama: Investing in a new landscape

Our investment experts give their mid-year market perspectives on why the case for staying invested remains strong.

Explore this edition of Panorama online in the pages below, or download the PDF with our content highlights.

Webinar: A short, sharp shock or prolonged pain?

Webinar highlights

  • Reflection, recession, recovery… Six months ago, Barry Gill Head of Investments and his team, discussed potential crises and the investment opportunities that could arise as a result. While a pandemic was a suggestion, nobody was prepared for it. So where does this leave us?
  • Plotting the path to recovery: How fast will the global economy recover and what shape will the recovery take? Our investment experts examine the bull, bear and base case and assess when economies could return to pre-COVID levels.
  • Shaping long-term expectations: What are the investment implications of the pandemic and how will it accelerate long term trends? Our Investment Solution experts looked at our five-year baseline expected returns and discuss changes since the release of last year's Capital Market Assumptions update.

More Market Update articles


This website is intended for persons resident in Australia only and should not be relied upon by persons from any other jurisdiction. UBS Asset Management (Australia) Ltd ABN 31 003 146 290, AFS Licence No. 222605 is the product issuer of investment funds listed on this website. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Any potential investor should consider the relevant product disclosure statement (PDS) in deciding whether to acquire, or continue to hold units in a fund. Please consult your financial adviser. Past performance is not a reliable indicator of future performance.

Offer not to persons outside Australia

The PDS does not constitute an offer or invitation in any jurisdiction other than in Australia. Applications from outside Australia will not be accepted through the PDS. The funds are not intended to be sold to US Persons as defined under Regulation S of the US federal securities laws.

Read more about our privacy policy and UBS AM Principles of Internal Governance and Asset Stewardship

© UBS 1998 - 2020. All rights reserved