UBS House View «September 2019»
Trade tensions between the US and China have escalated, increasing downside risks for both the global economy and markets. We are moving to an underweight in equities to lower our exposure to political uncertainty.
We continue to favor carry strategies in credit and foreign exchange markets, which benefit from central bank easing in a low growth environment.
UBS House View Investors Guide
Our publication "UBS House View" gives you a compact overview of UBS's opinions on the financial markets. Drawing on our global investment and research capabilities, it aims to offer you the best, most up-to-date investment guidance.