UBS Investor Forum Challenging the UBS House View

Every month, the UBS Chief Investment Office WM invites leading investment experts to challenge the UBS House View.

 June 2017

Are US equities still the most attractive market?

"The US equity market contains a lot of terrific companies, many of whose valuations I no longer find attractive."

- Mark Burgess, Chief Investment Officer, Columbia Threadneedle

About the forum 

  • Each month the CIO sources among the world’s best fund managers to debate key topics impacting the UBS House View
  • Fund managers join to give their unique perspective on markets, economics, and politics
  • Regular participation by senior experts from UBS Investment Bank and Asset Management complement the external fund managers
  • Experts are sourced from all regions of the world to also address the regional issues affecting global markets
  • Local experts compliment the macro view to give holistic insight on the global economy
  • Mark Haefele, Global Chief Investment Officer, is joined by his regional CIOs to lead the debate
  • The Investor Forum is an integral part of the UBS WM investment process
  • External views support the CIO investment philosophy of ‘diversity of opinion’ and a ‘culture of challenge’
  • Rigorous test by external experts prevents risk of developing tunnel vision
  • Occurs each month before the Global Investment Committee
  • Senior experts sourced from extensive network of external partners
  • Global video conference, with access from all UBS hubs around the world. Guests join from around the world
  • Dedicated sessions for macro, equities, fixed income, and FX / commodities
  • Outcome considered in Global Investment Committee and final UBS House View