UBS Investor Forum

Challenging the UBS House View

Every month, we invite global investment leaders from the fund management industry to challenge our UBS House View. We address global financial questions to make sure we never sin by over-confidence.


Will calm return to the markets?

View from the Street

Chris Alderson – Co-head of global equity and head of international equity
T.Rowe Price International Ltd.
19th March 2018

UBS view

We don't think recent volatility is a reason to leave the market. While a return to the abnormally calm markets seen last year looks unlikely, strong earnings and economic growth should continue to support our overweight to global equities.

Do you agree with Chris Alderson?

Poll Form

Will the threat of a trade war derail markets?

View from the street

Jan Dehn – Global Head of Research
Ashmore
19th March 2018

UBS view

We remain overweight global equities. We assign a roughly 20-30% probability to a significant escalation in trade conflicts. Barring this, equities should continue to push higher, backed by strong economic and earnings growth.

Are you concerned about a potential trade war?

Poll Form

Is the end of easing a cause for concern?

View from the Street

Nicolas Simar – Head of Equity Value
NN Investment Partners
19th March 2018

UBS view

In our view broad-based economic strength should prove resilient against the pragmatic normalization of global monetary policy. Against this backdrop, we believe stocks can edge higher, and we remain overweight global equities. We also believe the rise in government bond yields is mostly over, and have implemented a tactical overweight to 10-year US Treasuries versus cash.

Do you agree with Nicolas?

Poll Form

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