What if the current economic upturn rolls over?

Find out how to position your portfolio for today’s market and economic cycles in the new UBS House View: Planning is everything

Although CIO Wealth Management Americas considers a downturn unlikely over the next six months, it is something on their radar to consider should such an event arise. In a new UBS House View monthly letter, they discuss the negative scenarios emerging to understand if the risks are increasing-and what investors can do today to prepare. Three risks they believe merit particular attention from investors are:
• Higher-than-expected U.S. inflation
• Rising leverage in China
• Geopolitical turmoil in the Middle East and North Korea

In this monthly letter, CIO discusses a number of strategies that could help investors prepare for these risk scenarios. They note that the answer is not to sell out of risk assets completely or to overpay for insurance at this time - but to develop strategies that might help protect wealth if these downside scenarios come true, yet will incur only minimal cost if they do not.

For more on CIO’s investment outlook and portfolio recommendations, read Planning is everything (PDF, 1 MB).

Is your portfolio prepared for a changing investment environment? Together we can find an answer. Connect with your UBS Financial Advisor or find one.

Next call: Thursday, December 7, 2017

Join us for our next UBS House View monthly call and get the latest on our market views and investment strategy guidance. * Mark your calendar as the UBS House View call takes place the first Thursday of every month at 1:00 p.m., ET/10:00 a.m., PT.

Call details:
U.S. toll-free dial in: 1-877-200-4456

International (toll) dial in: 785-424-1743
Participant code: 46502#

Listen to the replay from our Thursday, December 7, 2017 call:

U.S. toll-free dial in: 866-415-9424
International (toll) dial in: 205-476-0997
Replay code: 46502#

*The views expressed on the call do not constitute a personal recommendation or take into account the particular investment objectives, investment strategies, financial situation and needs of any specific individuals. They are based on numerous assumptions. Different assumptions could result in materially different results. We recommend that you obtain financial and/or tax advice as to the implications (including tax) prior to investing.

UBS Financial Services Inc. is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer. UBS Financial Services Incorporated of Puerto Rico is registered as a broker-dealer.

As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. Advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. It is important that you carefully read the agreements and disclosures UBS provides to you about the products or services offered. For more information, please visit our website at www.ubs.com/workingwithus (PDF, 236 KB).