House View

Investor's Guide September – Wasting assets

The UBS House View Investor's Guide is a monthly snapshot of our Chief Investment Office's (CIO) global views. This publication also offers you in-depth regional insights and targeted investment ideas to help you best implement CIO’s views in your investment strategy.

The current edition "Wasting assets" covers the following topics:

  • Trump administration documents reveal wideranging concerns about China’s growth and influence.
  • Aggressive US trade policy will make it more challenging for China to manage orderly deleveraging.
  • Chinese capital flows, FX reserves, and growth data will help indicate if pressure on China spills over into global markets.
  • Amid rising geopolitical risks, we keep a broadly neutral stance in our global tactical asset allocation.

Do you want to know more? Please complete the below form to download the full report.


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