In the latest webinar Panorama mid-year: A short, sharp shock or prolonged pain? our senior investment experts forecast potential market opportunities in a post COVID-19 world. They looked at the ways the pandemic is re-shaping economies and assessed investment implications over the long-term in light of COVID-19.
You can explore their ideas further in the full publication by visiting ubs.com/panorama for our Panorama articles.
- 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.
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