Having insights on the economy, markets and the views of other investors can help you make the right decisions for your wealth. For our latest Investor Watch, UBS surveyed global investors on their outlook for 2020 and beyond.
We found that the optimism that traditionally greets a new year is tempered by hesitation and a greater sense of caution.
But beyond 2020, looking toward to the new decade, investors feel far more confident about the profound changes they see on the horizon.
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Investor outlook: Is now a good time to invest?
Investors see reasons to be cautious in the new year. Almost 8 in 10 investors feel markets are moving toward a period of higher volatility. More than half of investors expect a significant drop in the markets at some point in 2020. As a result, 52% are unsure if now is a good time to invest.
Nearly three in four investors say the investment environment is more challenging than it was five years ago. The majority (58%) feel less in control of their portfolios' performance than they used to.
Geopoliticals tops investors' concern
Two in three global investors believe markets now are driven more by geopolitical events than business fundamentals such as profitability, revenue and growth potential. In a globally interconnected world investors view the US-China trade conflict, the political environment in their market and the 2020 US Presidential election as the biggest threats to investment portfolio performance.
Globally, 44% of investors are highly worried the US-China trade conflict will impact their portfolios in 2020.
Investors see "mega-trends" fueling investment returns
Seven in 10 investors feel optimistic about their portfolio returns over the next decade. Investors have identified a number of “mega-trends” they see changing the world, most notably an aging population, increasing technology and diminishing natural resources.
Investors expect the technology, healthcare and energy sectors to benefit the most from mega-trends in the decade ahead. A full 88% are interested in aligning their portfolios to these trends.
Want our perspective?
To learn more about our investment outlook and our recommendations for you, read our UBS Year Ahead publication.
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